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Preset filters

Preset filters are ready-made, system-defined views in the left navigation that let you jump to a common slice of tasks in one click.

Preset Filters in the Task List left navigation: All Tasks, Tasks Created by Me, Tasks Assigned to Me, My Starred Tasks and My Stakeholder Tasks

Available preset filters

  • All Tasks
  • Tasks Created by Me
  • Tasks Assigned to Me
  • My Starred Tasks
  • My Stakeholder Tasks

To use a preset filter

  1. In the left navigation, under Preset Filters, click the view you want.
  2. The grid and filter chips update instantly to show only matching tasks.

Good to know

  • Only one preset filter is active at a time; clicking another switches to it.
  • To clear a filter and see everything again, select All Tasks.

Why it matters: Faster task retrieval, less manual filtering, and consistent, standardised views across everyone on the team.