Filters and Sorting on Home Page
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Sigurd Seteklev
Merged in a post:
Filter tasks on the My Work section of Home
John Bowman
Being able to reduce the number of tasks you need to sift through to start your day would be amazing! Allow filtering by custom fields, tags, etc.
J
Jonathan Cohen
I'm trying to set up a daily 'to do' list.
Ideally, this could be 'tasks' that is not an object/Task.
A simple example: 'Buy groceries'. I don't need every to-do to be an actually Task, although unsure if this is possible.
Sigurd Seteklev
Jonathan Cohen: Sort of like a checklist inside My Tasks?
We don't have support for that right now. Do you think Personal List could work for that?
Michael Van Doorn
Hey everyone!
We've got some new designs for Home, and we'd love to share them and get your input. Please grab some time to chat and share your feedback.
Slots are limited, but if you aren't able to grab a time for this round, stay tuned for more opportunities soon!
Simon Griffith
What really bums me out about the 'my work' card is that the 'next' and 'overdue' headings are collapsed by default. It would be great if you could set them to be expanded and save that setting.
Sigurd Seteklev
Simon Griffith: Thank you foer your reply. Yeah, this could potentially be an easy thing to do. It is noted, and we'll look into if something like this is possible.
Guy Mannerings
I really want to be able to choose
exactly
what displays on my home page using Filters (Locations, Custom Fields, etc).- I don't want all tasks assigned to me to show - I want to exclude some locations or some tasks with certain custom fields.
- I want to display some tasks that aren'tassigned to me, but actually are for me.
The reason? - As a (mostly) solopreneur, I don't assign tasks to myself in ClickUp that often (I never really have to, so I forget, and it also adds time when I don't really need to do it).
I don't use Me mode because I do have other Team members who are active in ClickUp occasionally.
I don't assign all tasks to myself through automations because it is a huge waste of automations, and they aren't reliable or fast, which means I don't like relying on them.
These tasks are easily found through Custom Field and Location filters, so it would be great to be able to set these up through filters instead.
- It would be great, then, if we could choose what shows in all the Home page cards based on Locations and Filters, rather than just "Assigned to Me".
It probably makes sense just to make the Home page a Dashboard, and that Dashboard is special, in that it has "My Work" and "My Calendar" cards, etc, that are quickly accessed throughout ClickUp on desktop and mobile.
Guy Mannerings
I really want to be able to choose
exactly
what displays on my home page using Filters (Locations, Custom Fields, etc).- I don't want all tasks assigned to me to show - I want to exclude some locations or some tasks with certain custom fields.
- I want to display some tasks that aren'tassigned to me, but actually are for me.
The reason? - As a (mostly) solopreneur, I don't assign tasks to myself in ClickUp that often (I never really have to, so I forget, and it also adds time when I don't really need to do it).
I don't use Me mode because I do have other Team members who are active in ClickUp occasionally.
I don't assign all tasks to myself through automations because it is a huge waste of automations, and they aren't reliable or fast, which means I don't like relying on them.
These tasks are easily found through Custom Field and Location filters, so it would be great to be able to set these up through filters instead.
- It would be great, then, if we could choose what shows in all the Home page cards based on Locations and Filters, rather than just "Assigned to Me".
It probably makes sense just to make the Home page a Dashboard, and that Dashboard is special, in that it has "My Work" and "My Calendar" cards, etc, that are quickly accessed throughout ClickUp on desktop and mobile.
Maribeth Tanciano
It would be nice if the My Work card could have the setting to filter the tasks it lists. Like excluding the tasks from archived folders/list. This way it'll be more productive.
We use one of our workspace to house project folders we submit bid on. And since not every bid wins, we archive them. The issue is that those archived tasks is showing in the Overdue of our My Work card, which hinders the productivity, as it is just polluting the list with tasks that are already archived.
Hopefully Zach - ClickUp can add this to the features. This will boost user's productivity just looking thru relevant tasks.
A
Antonia Pahlke
Yes please! Everything from my process library is showing up on the homepage making me crazy....
B
Brandon Fitch
I'm pretty happy with the My Work section now, but I'd like to exclude blocked tasks.
Tim Jasper
Yes definitely need this. Saveable filters. But also needs to work with custom fields. Essentially we need Personalized cards
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