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Checklist Filters

Customize your checklist by using filter options.

Ian Group avatar
Written by Ian Group
Updated over a week ago

Filter Your Checklist

To make your workflow as efficient as possible, use our Filters Feature. At the top of your Checklist is the Filter by Status button.

Predefined statuses are:

  • White - no status items or deliverables

  • Red - open items or deliverables

  • Grey - items in progress

  • Green - closed items

Each item will have a corresponding color depending on the status you set via Bulk status update.

Next to the Filter by Status, you'll see the following options:

  • Filter by Access (see all the items accessible by a particular team)

  • Filter by Responsibility (see all the items assigned to a particular team)

  • Unread filter (quickly see all unread documents or notes)

  • Upload date filter (find all items created in the selected time period)

ProTip: You can use these filters in any combination.
โ€‹You can export your checklist based on active filters.
Learn more about the checklist search bar.

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