Using Filters in Wrike

Jason Carroll Updated by Jason Carroll

Using Filters in Wrike

Overview

Wrike filters are powerful. They enable you to find information in an instant moment, reducing the need to spend time browsing through projects. Filters help you convey a targeted message by displaying information only pertinent to a specific audience or goal. Filters use keywords, field selections, and categories.

Filters are also the foundation of all of Wrike's reporting tools - Dashboards, Reports, and Calendars. By building familiarity and fluency with using Wrike's filters, you will be most of the way towards being able to easily build your own dashboards, reports, or calendars.

You can filter tasks at the folder, project, or space level. When you filter tasks, you filter all tasks in the selected folder, project, or space that are shared with you.

Basic filters allow you to limit results based on additional criteria such as the following:

  • Work status: View only tasks that match a chosen status. Examples include: Planned, To Do, In Progress, Ready for Review, Waiting for Info, etc.)
  • Date range: You can use date ranges to view current or upcoming work
  • Custom fields: You can choose to filter based on any of the custom fields you’ve created for projects, tasks, or reports
Common Filters
  • Tasks due this week
  • My active tasks
  • Overdue
  • Due Date
  • Status (ex. Waiting for Info, Ready for Review, etc)
  • Tasks by assignee
Visit the Wrike Help Center for a full list of available filters in Wrike.

How to Filter Tasks

Navigate to the space, folder, or project within which you want to filter tasks.

Filters can be used in any Wrike project view - Table, Gannt, Board, or List.
  1. Click the name of the current filter next to the filter icon
  2. A drop-down appears with the default presets: All tasks, All active tasks, and My active tasks.
  3. Select a filter type or click Add more filters... 
  4. Use the filters panel that appears on the right. Expand the fields you want to filter by and check the categories you want to view.
    1. To filter by custom eCornell fields, click the Add custom field link at the bottom of the filter pane and search for and select the custom field you'd like to filter by.
  5. (Optional) Once you've selected filters, click Save preset at the top of the filter panel and name the new filter preset. It will appear in the filter drop-down menu.
Visit the Wrike Help Center for more info on filter presets.

How to Filter Projects

Wrike projects can be filtered too. The process is similar to the steps listed above, with minor differences. To begin, navigate to the desired space, folder, or project.

  1. Switch to Table view or Gantt Chart.
  2. Click the filter icon and select Add more filters... 
  3. In the filters panel on the right side of the screen, select Projects.
  4. Select the filter(s) you wish to apply.

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