Filters are a great and powerful tool you can use not just to search for specific tasks inside your projects, but also to combine different conditions for actions such as bulk actions to get more done.

To start filtering, click on the filter icon in the top left corner of the page.



The general filter function is very simple - you can use the search bar under "Title contains" to perform a basic keyword search within the task titles of the project.



But what can you do to show tasks that do not contain your search term? Easy! Click on the word "contains" and choose "does not contain" instead!



This dropdown list of conditions gives you multiple options to help find what you are looking for, especially if you can't remember an exact word or phrase.


It is important to note that some conditions can be applied to nearly all field filter types:

  • If you choose "is not empty", Zenkit will filter for tasks that have anything at all entered into the field.
  • If you choose "contains" Zenkit will filter for tasks with any of the given search terms/members/labels etc.
  • If you choose "is equal" it will filter for the tasks with all of the chosen members/labels/search terms.


"Is equal" is therefore the most exact filter condition, and "is not empty" is the least exact. 


Add a filter condition

The real magic happens when you need to drill down deeper. Click "Add Condition...".



A drop-down menu showing all of the fields inside your project will appear. Depending on the field you choose, you can apply different conditions.


The filter for specific text, reference, or link fields is similar to the 'Any field' search. It will apply the condition you give it (contains, does not contain, starts with, is empty, etc.) to the search term you enter.


Assigned to

The assigned to-filter lets you type to search for one or more project members.



You can apply a limited range of conditions, including contains/does not contain, and is or is not empty.
A quick way to apply the filter "assigned to member" is to drag and drop a member's icon onto the filter!


Labels

The labels filter lets you select one or more labels from that particular label field.
 


The range of conditions you can apply is the same as that for member fields. Remember "contains" will look for tasks that contain at least one of your chosen labels, "is equal" will look for tasks that have all of your chosen labels.


Dates

The dates filter lets you filter for a particular day (Yesterday, Today, or Tomorrow), week (Last Week, This Week), month, year, or a custom period.



If you choose "Custom" you can enter the exact date (and even time!) range you need.


Formulas and Numbers

Formula and number fields let you filter for a single number or a range of numbers.



You can choose whether the result should conform to a few conditions eg. less than or equal to, greater than, not equal to, etc.



You can also filter for tasks where the number or formula field is empty or not. 


Subitems

A subitem field lets you filter for the level a task is in the mind map or hierarchie for example.



In a mind map, for example, level one refers to the first tasks branching out of the root, level four is four branches away from the root, etc. You can apply the same conditions as you would for a number or formula field.


Files

For file fields, you can apply the same conditions as text filters. The difference here is that it filters for a particular word or phrase contained in the titles of files attached to tasks instead.


Dependencies

Dependencies let you filter for tasks that either contain or don't contain a specific task you can choose from a dropdown. 


And/or operators

You will notice that once you have added a second condition an "and | or" button appears above your conditions.


"and" will combine your filters so that tasks you search for have to have all of the properties you define in your filters. For example, you could filter for tasks that are marked "To Do" AND are assigned to "Lilly James" This would only return tasks that fit both of these criteria. The more filter conditions you add, the more precise your filter becomes.



If you set up the filter with OR selected, Zenkit will find tasks that fit one of the chosen criteria.



Removing filters

To remove all the filters you have set, just click on the green "x" next to the filter icon above the project.



To remove just one of the applied conditions, click on the "x" that appears next to the filter condition name.



If you want to keep the filter menu open and still remove all your applied conditions, click "Clear" at the bottom of the menu.



If you are using a saved filter, click on "New" at the top of the filter panel to view all tasks again.


Saving Filters

If you frequently need to use a particular filter setup, you can choose to save it so you can quickly access it again later on. 

First, set up the conditions you want to use. Then click "Save as..." at the bottom of the menu. A new dialog will appear showing your saved filter settings. You can give your filter a name, check the conditions you set, and choose whether the filter should be public or not.



The next time you click the filter icon, simply click "Saved" to see a list of your saved filters. 



To edit your filter, click on "Edit" next to its name. You can rename your filter, make changes then exit the menu to save those changes or make some changes and click "Save as" to create an entirely new filter.


Public and private filters

When creating saved filters, you can choose to make a filter public or private using the toggle.


A private filter can only be used by you, no other member of your project will see it. A public filter can be used and seen by every project member.


Subscribe to a filter

If you want to keep an eye on a particular set of tasks, you can subscribe to a filter to receive notifications regarding changes to any tasks that fit the filter.



To subscribe, click "Edit" next to the filter name, then click the toggle next to "Subscribe".