> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trilo.chat/llms.txt
> Use this file to discover all available pages before exploring further.

# Views and Filters

> Customize how you see and organize your tasks with views and filters

Trilo offers multiple ways to view and filter your tasks, helping you focus on what matters most and work the way you prefer.

## Task Views

Switch between views using the view selector at the top of your Tasks section.

### List View

A clean, straightforward list of all tasks:

* **Best for**: Scanning tasks quickly, bulk operations
* **Shows**: Title, status, priority, assignee, due date
* **Sort by**: Click column headers to sort

**Features:**

* Compact view with all key information
* Checkboxes for bulk selection
* Click any row to open task details
* Inline editing for quick updates

### Kanban Board

Visual columns representing each status:

* **Best for**: Visualizing workflow, drag-and-drop updates
* **Shows**: Task cards in status columns
* **Columns**: Backlog, To Do, In Progress, Done

**Features:**

* Drag tasks between columns to change status
* See work-in-progress at a glance
* Cards show title, priority, assignee, due date
* Collapse/expand columns as needed

<Tip>
  Kanban view is great for daily standups—you can quickly see what's in progress and what's blocked.
</Tip>

### Table View

Spreadsheet-style view with customizable columns:

* **Best for**: Detailed analysis, data-heavy management
* **Shows**: All task fields in columns
* **Features**: Sort, filter, and customize columns

**Features:**

* Resize columns by dragging
* Sort by clicking headers
* Hide/show columns
* Filter directly in column headers
* Export options

## Filtering Tasks

Focus on specific tasks using filters.

### Quick Filters

Common filters available with one click:

| Filter         | What it shows                 |
| -------------- | ----------------------------- |
| **All**        | Every task in the project     |
| **My tasks**   | Tasks assigned to you         |
| **Unassigned** | Tasks without an assignee     |
| **Urgent**     | Only urgent priority tasks    |
| **Due soon**   | Tasks with upcoming due dates |
| **Overdue**    | Tasks past their due date     |

### Filter by Status

Show tasks in specific statuses:

* **Backlog only**: Future work
* **To Do only**: Planned work
* **In Progress only**: Active work
* **Done only**: Completed work
* **Multiple**: Select multiple statuses

### Filter by Priority

Focus on tasks by importance:

* **Urgent**: Critical items
* **High**: Important items
* **Medium**: Standard items
* **Low**: Nice-to-haves
* **Multiple**: Select multiple priorities

### Filter by Assignee

See tasks assigned to specific people:

* **Me**: Your tasks
* **Specific member**: Any team member
* **AI coworker**: Tasks assigned to AI
* **Unassigned**: Tasks without owners

### Filter by Due Date

Find tasks based on deadlines:

* **Due today**: Tasks due today
* **Due this week**: Tasks due within 7 days
* **Due this month**: Tasks due within 30 days
* **Overdue**: Past due date
* **No due date**: Tasks without deadlines
* **Custom range**: Specific date range

### Combining Filters

Apply multiple filters together:

**Example combinations:**

* "My tasks" + "In Progress" = Your active work
* "Urgent" + "Unassigned" = Critical tasks needing owners
* "Due this week" + "To Do" = Upcoming work to start

## Sorting Tasks

Change the order tasks appear in list and table views.

### Sort Options

| Sort by      | Description                          |
| ------------ | ------------------------------------ |
| **Priority** | Urgent → Low or Low → Urgent         |
| **Due date** | Soonest → Latest or Latest → Soonest |
| **Created**  | Newest → Oldest or Oldest → Newest   |
| **Updated**  | Recently updated first               |
| **Title**    | Alphabetical A-Z or Z-A              |
| **Status**   | By workflow stage                    |

### How to Sort

**In List View:**

* Click any column header to sort
* Click again to reverse order
* Arrow indicates sort direction

**In Table View:**

* Click column headers
* Or use the sort menu for more options

## Saved Views

Save your filter and sort combinations for quick access.

### Creating a Saved View

<Steps>
  <Step title="Set up your filters">
    Apply the filters and sorting you want to save.
  </Step>

  <Step title="Click Save View">
    Click the save icon or "Save current view."
  </Step>

  <Step title="Name your view">
    Give it a descriptive name like "My Urgent Tasks" or "This Sprint."
  </Step>

  <Step title="Save">
    The view appears in your view list.
  </Step>
</Steps>

### Using Saved Views

* Click the view name in the dropdown
* All your filters and sort options are applied instantly
* Great for views you use daily

### Managing Saved Views

* **Edit**: Update filters and re-save
* **Rename**: Change the view name
* **Delete**: Remove views you no longer need

## Cross-Project Views

See tasks across multiple projects:

### Workspace Task View

Access from the main navigation to see:

* All tasks you're assigned to
* Tasks across all your projects
* Filtered by workspace

### My Tasks

Your personal task list showing:

* Every task assigned to you
* Organized by project
* Sortable and filterable

## View Customization

### Column Configuration (Table View)

Choose which columns to display:

1. Click the column settings icon
2. Check/uncheck columns to show/hide
3. Drag to reorder columns
4. Save your configuration

Available columns:

* Title
* Status
* Priority
* Assignee
* Due Date
* Created Date
* Updated Date
* Task ID

### Compact vs. Comfortable

Some views offer density options:

* **Compact**: More tasks visible, less detail
* **Comfortable**: More spacing, easier to read
* **Default**: Balanced view

## View Tips and Tricks

<AccordionGroup>
  <Accordion title="Start with 'My Tasks'">
    Begin your day by filtering to your assigned tasks. This gives you a clear picture of your workload.
  </Accordion>

  <Accordion title="Use Kanban for status tracking">
    The Kanban board makes status changes visual and intuitive. Great for team visibility.
  </Accordion>

  <Accordion title="Table view for bulk operations">
    When you need to update many tasks at once, table view with checkboxes is the fastest.
  </Accordion>

  <Accordion title="Save common filter combinations">
    If you frequently check the same filtered view, save it for one-click access.
  </Accordion>

  <Accordion title="Filter out Done tasks">
    Hide completed tasks to focus on active work. Include Done when you need to review completed items.
  </Accordion>
</AccordionGroup>

## Keyboard Shortcuts

| Action                | Shortcut       |
| --------------------- | -------------- |
| Switch to List view   | `1`            |
| Switch to Kanban view | `2`            |
| Switch to Table view  | `3`            |
| Clear filters         | `Esc`          |
| Search tasks          | `Cmd/Ctrl + F` |

## Best Practices

<AccordionGroup>
  <Accordion title="Choose the right view for the task">
    * **Planning**: List or Table view
    * **Daily work**: Kanban or My Tasks
    * **Reporting**: Table view with exports
  </Accordion>

  <Accordion title="Keep default view clean">
    Set your default view to show relevant, active work. Hide done tasks and archive completed work.
  </Accordion>

  <Accordion title="Use filters, not manual scanning">
    With many tasks, filtering is faster and more reliable than scrolling through everything.
  </Accordion>

  <Accordion title="Review task views regularly">
    As projects evolve, update your saved views to match current needs.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Assignments" icon="user-plus" href="/tasks/assignments">
    Learn about assigning tasks effectively.
  </Card>

  <Card title="AI Coworkers" icon="robot" href="/ai-coworkers/overview">
    Discover how AI can help with task management.
  </Card>
</CardGroup>