Find the Right Work with Views, Smart Lists and Search

Start with the question you need answered: What is due today?, What is waiting?, or Where is that hotel task? Choose the view that gets you to the answer fastest.

1. Pick a view for the job

You want to…	Open…
Read the tasks in one project	List view
See the stages work moves through	Kanban view
Plan today	Today
Check tomorrow or later	Tomorrow or Upcoming
Find a task you remember	Search

The Work project in its Planned column with tasks and nested subtasks. — The dots at the bottom indicate other workflow columns. This screen shows the Planned stage.

2. Make a Smart List you will use again

A Smart List saves a filter and updates as tasks change. Try a simple list called Travel before combining lots of conditions.

Give two relevant tasks the Travel tag.
Create a Smart List and choose the projects to include.
Add a tag condition for Travel.
Check that your two tasks appear, then save the list as Travel.

The Tasks filter menu showing Date, Status, Tags, Priority, Assigned to and Create Smart List. — In this example, Priority is set to High. Date, Tags and Assigned to are in the same menu; Create Smart List saves a view you want to use again.

A task in a Smart List is the same task from its original project. Editing or completing it there updates the original; you are not creating a copy.

Important Tasks Smart List editor with Project, Priority and Status criteria. — Set the source projects and criteria, then save with the checkmark. This example also offers Hide completed tasks.

3. Add another condition only when you need it

To focus on dated travel work, add a date condition. For a shared project, an assignee condition can help you see your own tasks. Priority or Task Type can narrow the list further when you already use those fields.

Set the value on the task before expecting the filter to find it. For example, an undated task will not match Today simply because you plan to do it today.

4. Fix an empty view

Open the task in its original project. Check that the Smart List includes that project and that the task has the date, tag or other value you are filtering for. Then remove one filter at a time until the task appears.

If you only remember a word such as hotel, search for it directly. You do not need a Smart List for a one-time search.

For the full setup, follow the Smart Lists guide.

Explore all 25 related features

Browse the related features below for more detail.

List view

Scan and manage tasks in a compact list.

Kanban view

Move tasks across project workflow columns.

Open the related guide

Status columns

Build board columns from custom statuses.

Flexible board grouping

Group supported boards by tags, priorities, task types or collaborators.

All tasks

See the complete task set available to a view.

Late

Collect work whose date has passed.

Today

Focus on work due today.

Tomorrow

See the next day's dated work.

Upcoming

Review work scheduled ahead.

Week and month filters

Use this week, this weekend, next week, this month and next month views.

Rolling date filters

Use the next 3, 7 or 30 days as a moving window.

Smart Lists

Save a useful cross-project filter and let it update automatically.

Open the related guide

Filter by project

Include chosen projects in a Smart List.

Filter by status

Match workflow stages across supported projects.

Filter by tag

Find tasks with the tags you care about.

Filter by priority

Collect work at chosen priority levels.

Filter by task type

Match project-specific kinds of work.

Filter by collaborator

Find work assigned to selected people.

Filter by comments

Match tasks with unread, present or empty comments.

Filter by date range

Use preset or custom date windows.

Smart List grouping

Group results by status, tag, priority, type, project or date.

Global search

Find tasks, comments and project information.

Entity search

Search projects, Smart Lists, tags, statuses and people through supported system features.

Date, priority and custom sorting

Order work by date, then priority, or arrange it yourself.