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🎛️Filtering and Sorting Data

Filter rows and sort results to focus reviews and standardize repeatable lists.

Overview

Filters narrow a view to a relevant dataset. Sorting controls review order inside the dataset.

Filters and sorting are typically stored with the current view configuration.

Screenshot placeholder: List View toolbar with Filter and Sort controls highlighted.

Key Concepts

  • Filter: rule that includes or excludes rows

  • Sort: ordering rule for rows

  • Save View: stored configuration for repeatable filtering and sorting

How It’s Used

Use filters to build repeatable review lists. Use sorting to establish a stable review order.

Benefits

  • Cleaner daily review lists

  • More consistent triage and reporting

Setup Steps

Filter rows

Filters narrow the dataset shown in the view.

1

Open filters

Click Filter in the view toolbar.

2

Add a filter

Click Add filter.

Choose a field and a condition.

3

Combine filters

Add multiple filters for a tighter view.

Screenshot placeholder: filter builder showing 2–3 filters and the filtered table results.

GIF placeholder: add a Status filter, then add an Assignee filter, then clear one filter.

Best practices

  • Start broad. Add one filter at a time.

  • Prefer Save Views for repeatable lists.

  • Name views by intent, such as Team — Open items.

  • Use sorting to answer one question, such as: “What’s due next?”

  • Keep shared views stable. Make variations as copies.

Sort rows

Sorting changes row order.

It does not change the underlying data.

  • Click a column header to sort ascending.

  • Click again to sort descending.

  • Use multi-column sorting, if enabled.

Screenshot placeholder: column header showing sort indicator and the first few rows reordered.

Save the setup

Most configurations save filter and sort changes automatically.

When Save as new view appears, use it for variations.

Use Save Views and Templates when shared standards are required.

Name the variation so it is obvious who it is for.

For example: Me — Open items, Team — Weekly review.

Best Practices

  • Add one filter at a time to validate results.

  • Duplicate shared views before large changes.

  • Keep shared view filters stable for reporting consistency.

Summary

Filters and sorting define the dataset and review order for a view. Use a Save View to reuse the configuration.

Related:

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