Saved tasks views let you cut through the noise and focus on exactly what matters to you. By combining filters — like a specific collaborator, campaign, or due date — and saving them as a named segment, you and your team can jump straight into the right view without reconfiguring filters every time.
Create a filtered tasks view
1. Apply your filters
Step 1. Go to Planning > Tasks to open your kanban board. Click the filter bar at the top of the board to see all available filters.
Here's what each filter does:
Filter | What it does |
Title | Show only tasks linked to a specific content type: Article, Social post, Event, or Campaign. |
Tag / List | Display tasks from a specific list column. |
Status | Filter by task progress: Not started, In progress, or Done. |
Due date | Show tasks due within a specific timeframe, so collaborators can plan their calendars. |
Collaborator | Filter by a workspace user — useful for building a personal board per team member. |
Campaign | Show only tasks and content linked to a specific campaign. |
Client workspace | For agency plans — filter by a child workspace to maintain an overview from the main workspace. Clicking a workspace name inside a task redirects you to that workspace's Board. |
💡 Tip: Combine multiple filters to build focused views — for example, filter by Collaborator + Status: In progress to see exactly what each team member is actively working on.
2. Save the view as a segment
Step 2. Once you've applied your filters, a blue Save filters button appears at the top of the board. Click it.
Step 3. Give your segment a name, then choose whether to make it a shared segment (visible to your whole team) or a personal segment (visible only to you). Click Save new segment.
Step 4. Your new segment now appears in the left sidebar, ready to use with a single click.
🎉 You're done, grab a coffee, you deserve it!
Check out the next steps below for more in-depth guides or follow-up actions.