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Savable complex boolean filters for any object type (AND and OR)
in progress
Bruce Cannon
We need the ability to create filter views using combinations of AND, OR and NOT, that act on not only task name text, but also spaces, lists, folders, labels, etc.
For example, each department (space) might have its own ideas or submissions section (list or folder). Those who plan dev priority would like to see a list view of just certain lists or folders across their org.
Or any custom selection, for that matter. Implying that the filter should allow for a simple "hide this item" in the view.
This new request was requested by @zeb-1 in the originating idea that got closed:
https://clickup.canny.io/feature-requests/p/advanced-filters-or-conditions "filters that allow for complex combinations of AND and OR logic across all the various attributes of tasks and projects"
Below are additional requests that could be folded under the same filter requirement:
https://clickup.canny.io/feature-requests/p/filterable-labels-for-folderslists "the ability to easily see a full list of web/creative projects currently being worked on."
https://clickup.canny.io/feature-requests/p/filter-by-list-name "Filter by List name to get all Tasks across all Folders that are in Lists with a particular name."
https://clickup.canny.io/feature-requests/p/filter-by-project-or-by-list-label-or-view-all-tasks-in-a-portfolio "Sometimes you need to see all tasks belonging to, say, high priority projects; or documentation lists for every project in progress."
https://clickup.canny.io/feature-requests/p/filter-for-both-andor-filters-at-the-same-time "((Due Date is Today or Earlier) OR (Start Date is Today or Earlier)) AND Location..."
https://clickup.canny.io/feature-requests/p/combine-filters-with-boolean-formulas "powerful filters such as "(overdue OR due in the next 7 days) AND (Not tag = to-do-at-home)""
https://clickup.canny.io/feature-requests/p/option-to-display-or-not-the-folderslists-in-gantt-view "some folder/lists are not part the of the gantt view"
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Marion Effing
I want to do the same thing as well, looking forward to this feature.
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Linda Schmitt
I am looking to do the same thing and would love to have this feature.
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Chavi Klein
Can you please add the group filter ability to the Dashboard view?
Thanks for building such an incredible platform!
Randall Lowe
VERY NICE, loving most of the new implementation. One ask however: Can you make it so the two options next to the yellow arrows are always visible ? It's a little gimmicky you have to mouse over an area to make very useful options show up.
Also, making it so the first filter option can be created as a filter group without me having to create a group, then delete the first filter would be awesome. Thanks for getting this in! ❤
I guess that's two asks...

Devin Shea
Randall Lowe: agreed with this. more clarity over cleverness with the design approach please. thank you for this much-needed feature!
Johne Moore
It would appear that when attempting to fetch tasks by view_id via API, the response contains an empty list. If we remove the new complex filter logic, the API returns the list of tasks. Does this feature only work for the UI?
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Sean Barkes
Mmm! Can't see how to create one. Can only select either 'and' or 'or'. Is there a simple user manual, yet, please?
Jan Dvořák
Sean Barkes: In my experience, the first condition on the filter cannot be a group. If you add the first condition then for the next one a Add group link appears (when hovering over itslocation). The group then replaces the second condition. See attached image. I hope this clears it a bit.

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Sean Barkes
Jan Dvořák: Thanks. I'm seeing this, though. No options other than 'add filter' 🤷🏻♂️ Any ideas, please?

Jan Dvořák
Sean Barkes: You must hover with cursor bellow the Select filter - it appears only then. If that fails, make sure you have the latest version (force reload (CTRL+F5), maybe clear browser cache).
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Sean Barkes
Jan Dvořák: Fabulous! Thanks. I presume that is a bug that will eventually be fixed
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Jason Turley
Jan Dvořák: I can't see this option even when hovering over the 'Select' filter?
Jan Dvořák
Jason Turley: under, not over.
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Jason Turley
Jan Dvořák: I've tried under, over, on top etc - I can't seem to get the 'add group' to appear whichever way I try...
Jan Dvořák
Jason Turley: Then make sure you have the latest version (CTRL+F5, maybe clear browser cache). Also do not try in Dashboards, just usual views. It definitely works for me.
David Hecht
Sean Barkes, Jason, etc.: I encountered this a few days ago and posted here:
FYI, for you and anyone else that might find it useful: I closed and re-opened Chrome with no success, but was able to see and use the feature in other browsers, so I cleared my "app.clickup.com" 'cookies and site data' in Chrome and now it's available.
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Sean Barkes
David Hecht: Mmm! Thanks, David, but I've just tried that and still have to hover for the option to appear 😏
David Hecht
Sean Barkes: Yes, in the current (initial) design, you hover (i.e. to the right of "+Add Filter") for the "+Add Group" option to appear. However, you and others had indicated that it wasn't appearing, which was what I experienced and provided a possible solution for.
S
Sean Barkes
David Hecht: Gotcha! Thanks, David. No doubt it will improve in clarity as the feature is developed 😊
Destiny Pidgeon
Didier Varlot Are these filters not an option in dashboards? I was able to find them in my normal views, but didn't see the option when trying to do a filter on a widget.
Jan Dvořák
Destiny Pidgeon: Not for now, quoting him: "Correct, the nested logic filters are available presently only in views because of the complex interactions existing in dashboards between global filters and widget filters."
Didier Varlot
Hi All
Nested logic filters are now live in your ClickUp environment.
This version is only the first step, more to come.
All your feedback is very welcome: Please use the feature and tell me how you feel or if there is a problem that was not addressed by this first iteration.
Could you post here the first nested group filter you create to inspire the other member of our community?
Thank you for your fantastic feedback and help in shipping that feature.

Nick Kadutskyi
Didier Varlot: Great! Looking good in general but I found a bug.
Filter doesn't show all the tasks. Here is a screencast https://share.cleanshot.com/7lyhu9S6qKgHak6JbgTa
You can see that I have a Filter and a Group.
So my filters look like: "Show all tasks in Playground/Test folder OR ( all tasks in Playground/Test/List list OR all tasks in Playground/Test/List-1 list )".
It shows two tasks (Task 1, Task 2) as supposed to, but when I remove Test/List-1 list from a group second task (Task 2) from that list disappears even though it should show up because of the first filter - "Show all tasks in Playground/Test folder".
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Patryk Śliż
Didier Varlot: It will be hard day for me to rewrite all filters :D
At first sight I can see there is missing complex filters in dashboards view
Didier Varlot
Nick Kadutskyi:
let me look at it and revert to you
Didier Varlot
Patryk Śliż:
Correct, the nested logic filters are available presently only in views because of the complex interactions existing in dashboards between global filters and widget filters.
Didier Varlot
Hello Nick Kadutskyi
I looked at your filter and I need more investigation
A filter with the first statement (as per screenshot) will return no tasks which is counterintuitive.
I opened a task to solve this

Jake Spirek
Didier Varlot: This is so exciting!! Thank you for making progress on this super important feature! 💜 Here's an example where I could take off 5 different "is not" filters and put them into 1 group of 2 filters with an OR. I'm SO happy to be able to simplify a lot of my filters now!

David Hecht
Didier Varlot: Thank you very much for the work on this feature and also for being available to discuss it upon release... on a Saturday, no less.
Unfortunately, I'm not yet seeing the ability to use it in my list views, even after refreshing. Am I missing something?
UPDATE: I watched @Nick's screencast and I can see that there's an "Add Group" option when hovering, but I do not have that option.
Jake Spirek
Didier Varlot: Hopefully Dashboards are not too far behind this progress because I run into this need even more when I get to dashboards. :) So happy to see this in views now though!
Didier Varlot
David Hecht: Yes when hovering it should appear a + add group after the + add filter.
May I suggest that you reach for support if you cannot see. or maybe close your browser and restart it to be sure to have access to the latest version.
David Hecht
Didier Varlot: Understood, thank you.
FYI, for you and anyone else that might find it useful: I closed and re-opened Chrome with no success, but was able to see and use the feature in other browsers, so I cleared my "app.clickup.com" 'cookies and site data' in Chrome and now it's available.
David Hecht
Didier Varlot: Again, thank you for this functionality!
Is it currently possible to do what I'm showing here without having to 'trick' the filter by starting with something that will guarantee to be TRUE?
I am showing an example of:
Where (A or B) and (C or D).
I chose 'Date Updated is after 1/1/2015" because I knew that would encompass all of our data.

Jan Dvořák
Didier Varlot: I can't see a reason why this filter does not hide the tasks in red rectangle - these do not have any date and no priority. Am I missing something?

Nick Kadutskyi
Jan Dvořák: Looks like you have this group where you have only one statement "Priority is not Low" and those tasks in red box doesn't have priority set to low. Since your logical operator is OR on a "root level" it's enough to get at least one statement to be true.
You probably want to put all filters for Stat and Due date into a separate group and all priority filters under another group and then set "root level" operator to AND while inside those groups you will have OR.

Jan Dvořák
Nick Kadutskyi: Oh, I see, so the group should not have a parent in the root level! Well, that was counterintuitive... Also, the filter does seem not to be able to start with a group, so that's what probably misguided me. I had to get creative, so I did it this way:

Guy Mannerings
Didier Varlot: Am I correct in thinking we can't create AND or OR fitlers at the highest level with this release? Only one or the other?
I have had a click around and can't seem to do it.
For me, that is the most important thing that needs to happen to filters.
Other piece of feedback would be the "add group" button shouldn't require a hover to appear; it should be visible in all conditions where you are able to use it. I did not know it existed until I accidentally hovered to reveal it.
Jake Spirek
Didier Varlot: It would be super helpful to be able to rearrange the filters via drag and drop because right now you have to delete them all in order to add elements before a group. I know that adds complexity, but it greatly improves the UX. Definitely have a good look at how Airtable handles filter groups because they do it SO so well.
Didier Varlot
David Hecht:
to create a (AorC) and (C or D)
Create whatever condition first and then add your two groups.
when it is done, delete the first line (by clicking on the X) and you remain only with your two groups.
This is a workaround while waiting for the Flow I am working on now to be able to begin with a group.
Didier Varlot
Jan Dvořák:
as far as I see the fourth condition is met for these two tasks (the one about priority)
Didier Varlot
Jake Spirek:
additional element of usability will come soon. I am working on manipulating with mouse or keyboard.
We are now working on designing the best User experience for that.
Guy Mannerings
Didier Varlot: Any news on higher-level AND and OR setups instead of just one of them?
I can't seem to find a way to make that happen, and can only pick one of AND or OR.
Thanks!
Didier Varlot
Guy Mannerings:
For the time being you can only choose one for the higher level and one per group.
I understand that this is a limitation for a user who is used to manipulate boolean operation, but it also makes the feature more accessible for the other users.
Do you have in mind any filter that you cannot prepare with the present implementation?
Daniel Scheffknecht
Didier Varlot: Works great, thank you.
Through use of this new feature, I was finally able to create following filter for a view, which all team members can use now:
Show me all tasks
* from location X, Y, Z AND
* which have no assignee OR is already assigned to "me" (me mode).
This way, team members are not bothered by the clutter of all the tasks which are already assigned to other team members and see what still needs to be done.
David Hecht
re: It would be super helpful to be able to rearrange the filters via drag and drop because right now you have to delete them all in order to add elements before a group. I know that adds complexity, but it greatly improves the UX.
Jake Spirek: I totally agree this would be great for a future release. The way it is now, one has to think through the entire logic of the filter in advance and then build it instead of building it as you go and realizing what's needed, which is how most people will likely do it.
Guy Mannerings
Didier Varlot: I am not sure it makes the feature more accessible, as it's quite complicated to make simple filters that you could otherwise make.
For example, to create this simple Where... OR... AND... filter, which usually requires 3 rows, you now have to create 2 groups of 4 rows.
This also involves creating a group first, and then deleting the "where" top line, which is not clear that you can do, as it is forced for the first line.
If you can only select one higher level and one per group, this stops you making many possible filter options without creating many groups and many extra rows of filters.
Will more than one be coming to the higher levels and groups in the future?
I hope that makes sense.
PS Apologies if I have completely misunderstood how this is working.

Jan Dvořák
Guy Mannerings: You could have first condition Location is.. (single condition, not a group) AND group: Where Start Date... OR Due Date .... So, you only need three conditions.
Guy Mannerings
Jan Dvořák: Ah, of course! That makes sense. Thanks for the tip!
Guy Mannerings
Didier Varlot: Hi Didier. I think I have found a good example of how not allowing different AND and ORs on the top or second level can make things more complex.
Again, apologies if my brain is not seeing a better way!
I wanted to set filters to show items with start or due dates this week or nearby (next 7 days, last 7 days, next month, last month, etc).
I wanted to show items everywhere across my Workspace apart from one Space, unless I was marked as the assignee for an item in that Space.
The only way I could seem to do this was to create 30 filters, because that was the only way I could seem to get the various AND and ORs working correctly.
If we could do various ANDs or ORs at the top level (or the second levels), I could have gotten it down to 9 filters.
Hope that makes sense!

Jan Dvořák
Guy Mannerings: If I see this correctly (looking at Hypotetical), you should be able to have two groups: gr1: Location is NOT xxx OR Asignee is... (so just two conditions instead of three) AND gr2 (as you have it now in the hypotetical section). So you should be able to have just 8 conditions even now:-) To create the first group, click on the X next to first condition and the Add group button will appear - it is a bug/workaround for this time. See my example pic.

Guy Mannerings
Jan Dvořák: Jan! You are a master of this. I really appreciate your help. I should have asked you instead of spending a good hour putting together my massive grouping!
Will test this out later, but on first look it seems like this would work well.
Thanks again!
Joe Janesku
Add me to the list that feels like this is needed.
Jeff Mante
While we can now use the AND / OR in the filter, however, it will apply to the rest of the conditions. I cannot use mix AND and OR filter.

Jake Spirek
Jeff Mante: Try it as of today because they just added group filters. Hover to the right of "Add Filter" and you'll see "Add Group". See my example

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