January 21, 2025
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How to
#tasks

How to create custom task filters

Danny Hatcher
Customer Support

Do you have too many tasks in view or have tasks from multiple sources you want to see in a consolidated list? This is where custom filters come in.

With custom filters you can define the tasks you want to see in the task list based on the parameters you choose. Filters can be applied to tasks created in Morgen and those imported from an integrated source, even bringing tasks from multiple sources together in one view.

How to create a filtered list

When you open the tasks sidebar by either clicking on the checkbox icon or using the shortcut space bar, you will see a filter icon at the top.

Custom filters can be used from the filter icon at the top of the task panel.

After clicking the filter icon you will be shown a list of all your tasks sources.

If you select "All tasks here" from a specific source, you will be shown tasks in your filtered view. You can then include all tasks from other sources as well if you want a combined view of all your tasks.

You will see a list of all your task sources from which you can filter.

Select the task sources you would like to show.

You can combine tasks from multiple sources, including task integrations and Morgen tasks.

Creating custom filtered lists

Each task source will show specific parameters that can be used to filter your lists. For example Morgen tasks can be filtered by:

  • Due date
  • Task size
  • Task list
  • Importance

You can filter based on a mix of task properties to narrow your view further.

External task integrations have different filtering options depending on the properties associated with those imported tasks, which may include:

  • Priority
  • Status
  • Note
  • Tag
  • List
  • Project
  • Label
  • Category
  • Team
  • Custom properties

Combine custom filters from various sources to create your filtered view.

In your task panel you will see a list of all sources and properties used in the filter.

If you want to remove one source/property from the filter, you can simply click on the X in the list at the top of your task panel.

Sorting filtered views

You can sort any filtered view by:

Custom filtered views can't currently be saved, but we are actively working on this feature.

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