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What this does

Filters narrow the task list down to the ones that matter right now. Saved views store a filter configuration under a name so you can flip between "My open high-priority tasks", "Team tasks due this week", and "Blocked tasks across all projects" without retyping every time.

Current access and functionality

• Verified against the current impact-web, impact-client, and impact-marketplace code on 2026-05-07.
• In impact-web, users must be signed in and working in an active workspace. Navigation and write actions are role-, permission-, and entitlement-aware; unavailable modules are hidden or disabled instead of being universally visible.
• Project creation and management are available to company admins, owners, project coordinators, and project managers according to the permission matrix. Project members may only see assigned or permitted project content.
• Task access is scoped by workspace, project, team, and assignment. Users can act on tasks they are assigned to or permitted to manage; project managers and team leaders have broader controls for their areas.

Before you start

• You can use filters on any task list — project tasks, personal tasks, or the global Tasks view.
• Saved views are per-user. Sharing a saved view with your team is possible only via URL (see Tips).

The filter dimensions

Filters stack — the task list shows tasks matching all active filters (AND, not OR).

Steps

Applying a filter

1. Above the task list, click Filter.
2. Pick a dimension — a dropdown of values appears.
3. Pick one or more values.
4. The list narrows immediately.
5. Repeat for other dimensions to stack filters.

Clearing filters

1. Click the × on any individual filter chip to remove just that one.
2. Click Clear all to reset to the default view.

Saving a view

1. Apply the filter combination you want.
2. Click Save view (next to the Filter button).
3. Name it (e.g., "Overdue P0/P1 on my team").
4. Optionally pin it to your sidebar for one-click access.

Switching between saved views

1. Click the view picker at the top of the task list.
2. Pick any saved view. The filters reapply.
3. Edits to the current view's filters do NOT save back to the view unless you click Update saved view.

Deleting or renaming

1. Open the view picker → Manage views.
2. Each view has pencil (rename) and trash (delete) icons.
3. Deleting a view does not delete any tasks.

Useful preset combinations

Your daily driver

• Status: Action
• Assignee: Me
• Due: Next 14 days
• Saved as: "My Open Work"

Your team's standup view

• Status: Action, Verify
• Assignee: team-lead-id (the sub-team you run)
• Sort: by priority
• Saved as: "Team Standup"

Catch the slippers

• Status: Action
• Due: Overdue
• Sort: by days overdue (descending)
• Saved as: "Overdue Alerts"

Find stale backlog

• Status: Action
• Created: More than 90 days ago
• Saved as: "Stale Backlog"

Tips

• URL encoding is stable. The URL encodes the full filter state, so pasting a filtered-view URL in chat is effectively a shared view. Recipients see the same filters (subject to their own access to the tasks).
• Keyboard shortcut f opens the filter picker from anywhere in the task list.
• Your saved-view sidebar is deliberately short (max 8 pinned views). Pin only the ones you hit daily.

Common issues

• Issue: Filter returns no tasks but I know there should be some — Fix: Usually an unexpected stacked filter. Click Clear all and rebuild from scratch.
• Issue: Saved view disappeared — Fix: Saved views are per-user. If you saved it on a different user (e.g., demo account) or your session was swapped, the view is tied to that other user.
• Issue: URL-shared view shows fewer tasks for the recipient — Fix: They don't have access to some of the matching tasks (e.g., tasks in a project they're not a member of). Filters respect access control.

Related

• How to create and assign tasks
• How the task workflow works