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Reorganize Filter Views on the Task List

Written by Avery Simmons

Updated at November 22nd, 2021

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Table of contents

    Filter views on the task list can be reorganized or deleted as needed to create a custom workspace that fits your workflow. To get started, navigate to the Task List from the global navigation bar.

    Roles/permissions:

    • Roles: Any
    • Permissions: Create, Edit, and Assign Work; Generic Tasks

    1. Click on the Options menu in the top-right corner.

    2. Select Customize task list from the pop-out menu.

    3. Click on the Reorder filter views tab on the navigation column.

    4. Click, drag, and drop from the drag handle (8 dots) in-line with a filter view to move it.

    5. Click Save and close to confirm your changes.

    Remove a Filter View from the Filter Tabs

    1. Click on the Options menu in the top-right corner.

    2. Select Customize task list from the pop-out menu.

    3. Click on the Reorder filter views tab on the navigation column.

    4. Click on the Options menu in-line with a filter view.

    5. Select Delete to remove the filter view from the filter tabs.

    • The All Work filter view cannot be deleted.
    • All other filter views can be deleted.

    6. Click Save and close to confirm your changes.


    remove filter views delete filter views reorder

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