Working with Labels and Saved Filters

Overview

Labels are lightweight tags you attach to tasks, and saved filters (also called saved views) are reusable searches. Used together, they let you slice your work along any dimension — client, theme, urgency — without reorganizing your projects.

Labels

A label is a short tag like #launch, #billing, or #urgent-client. A task can carry several labels. Labels are ideal for cross-cutting themes — things that appear across many projects and don't fit a single project structure. You manage your labels from the Labels view.

Saved filters

A saved filter captures a set of search and filter criteria as a named, one-click view. Each saved filter has:

• A title and optional description.
• The query it runs (its status, priority, label, project, and keyword criteria).
• A visibility — private (just you), workspace (everyone in your org), or internal/customer for suite-level audiences.
• A status — active or archived.
• A sort order so your most-used views sit at the top.

Steps: create and use a label

1. Open a task and add one or more labels in its Labels field (create a new label by typing it).
2. Repeat across related tasks so the label spans everything on that theme.
3. Open List, filter by that label, and you'll see every task carrying it.

Steps: save a filter

1. Open List and build the exact filter you want (status, priority, label, project, keyword).
2. Click Save view.
3. Give it a title (e.g. "High-priority blocked"), an optional description, and a visibility.
4. Save. The view appears under Filters in the left rail.
5. To adjust it later, open the saved filter and update its criteria; to retire it, archive it.

Concrete example

An agency labels every task by client — #acme, #globex, #initech. When Acme calls, the account manager opens the List, filters to #acme and status not completed, and saves it as a workspace-visibility view called "Acme — open work." Now anyone on the team can click that saved view and instantly see everything open for Acme, sorted by priority.

Tips

• Keep a small, consistent label vocabulary — too many one-off labels defeats the purpose.
• Set a saved filter's visibility to workspace when the whole team should share it, and private for your personal views.
• Use sort order to pin your daily saved views to the top of the Filters list.

Troubleshooting

• My saved view disappeared. It may have been archived. Check the filter's status; archived views can be restored or recreated.
• A teammate can't see my saved view. Visibility controls who sees it. A private view is yours alone — change it to workspace to share.
• A label isn't filtering anything. Confirm the label is actually applied to tasks (open a task and check its Labels field); an unused label returns no results.