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Unlock Efficiency: Simplify Task and Project Views with Atarim Filters

Cut a long list down to the handful you can act on now.

Atarim team Updated 6 Aug 2026 · 3 min read
Tips, Tricks, and Best Practices
Atarim toolbar filters narrowing a long task list
Before you start

Relevant for

  • Project Managers, Design Leads and Team Members.

Required knowledge

  • Basic familiarity with the Projects screen, Inbox and Boards.

Tools & resources needed

  • An active workspace with several projects and tasks.

A long task list isn’t a problem until you need to decide what to do next. Filters turn it into a short one — and because they’re per person, you can narrow aggressively without affecting anyone else.

Filters are per person — yours don’t change anyone else’s view.

A long task list isn’t a problem until you need to decide what to do next. Filters turn it into a short one — and because they’re per person, you can narrow aggressively without affecting anyone else.

Where Filters Live

ScreenWhere to find themWhat you can narrow by
ProjectsTop of the pageProject type, plus sorting.
InboxTop toolbar or sidebarStatus, priority, task type, tags, assignee.
BoardsTop toolbarThe same task filters.
Task filters in the Inbox
Task filters in the Inbox

Filtering the Projects Screen

These filters narrow the project grid rather than the tasks inside it — task filters are a separate set.

Instructions:

  • Open the Projects screen.
  • Use the filter options at the top to narrow by project type — WordPress sites, URL-based projects or design files.
  • Apply a sort: newest or oldest first, alphabetical, or by task count.
  • Sorting and filtering controls on the Projects screen
    Sorting and filtering projects
    Sorting by most tasks first is the quickest way to find where the work has piled up
    It surfaces the project that needs attention without you checking each one. Explore Grid vs. List View

    Filtering Tasks in the Inbox and Boards

    By status

    Narrow to Open, In Progress, Pending Review or Complete. Filtering to Pending Review is the fastest way to see everything waiting on someone else.

    Tag filter applied in the Inbox
    Filter by Tags (Inbox)
    Tag filter applied on the board
    Filter by Tags (Boards)

    By priority

    Narrow to Low, Medium, High or Critical. Working down from Critical is how you decide what happens next.

    Priority shown on a task in the Inbox
    Priority on a task in the Inbox
    Priority shown on a board card
    Priority on the board

    By task type

    TypeWhat it covers
    PageFeedback left on a specific page.
    AdminAdministrative tasks.
    EmailTasks created from email.
    GeneralEverything not tied to a page.
    Task type filter in the Inbox
    Task type filter in the Inbox
    Filtering by task type on a board
    Task type filter on Boards

    By tag

    Narrow by any tag your team has applied. Tags cover what status and priority can’t — components, stakeholders, or workflow stages beyond the four statuses.

    A tag being added to a task
    Adding a tag
    Filtering a task list by tag
    Filtering by tag
    Note
    If you find yourself filtering by a tag that duplicates a built-in field — an “Urgent” tag alongside Critical priority — drop the tag. Two ways to express the same thing means two ways to miss something. Explore Using Tags Effectively

    Combining Filters

    Filters compose, which is where they earn their keep.

  • Your work, most urgent first — filter by assignee, sort by priority.
  • What’s been waiting longest — filter by Pending Review, sort oldest first.
  • One area of a project — filter by a component tag and Open status.
  • Page work for a developer — filter by task type Page and High or Critical priority.
  • Tasks sorted by priority from high to low
    Sorting by priority, high to low
    Build the habit of one combination per situation rather than fiddling each time
    The morning view, the pre-standup view, the client-review view. Filters can’t be saved yet, but the combinations are quick to reapply once you know which ones you actually use.

    FAQs

    Can I save filter settings?

    Not currently. Filters can be reapplied quickly, but there’s no saved view.

    Do filters work across projects?

    Yes. In the Inbox and Boards you can filter across all projects or focus on one.

    Do my filters affect my team?

    No. Filters are per person and don’t change anyone else’s view.

    What happens if nothing matches?

    You’ll see an empty list. Check the criteria or clear the filters.

    What are the priority levels?

    Low, Medium, High and Critical.

    What task types can I filter by?

    Page, Admin, Email and General.

    Common issues

    • The list is empty — nothing matches. Check the criteria, or clear filters to see everything again.
    • You expected a saved view — saved filter views aren’t supported yet. Reapply the combination manually.
    • A colleague sees different tasks — expected. Filters are per person.
    • You can’t find a task you know exists — a filter is probably still applied from earlier. Clear them and search again.
    • Filtering by tag returns nothing — confirm the tag is applied to tasks in the projects you’re viewing.
    • Too many results to be useful — add a second filter. Status plus priority narrows fast.

    Conclusion

    Filters are how a long list becomes a decision. Status tells you what’s waiting, priority tells you what’s next, and task type and tags narrow to the work you’re actually doing today.

    They’re per person, so filter as aggressively as you like — nobody else’s view changes. Discover Optimizing Task Management For Large Teams

    Tips & best practices

    • Match filters to your role — designers to Graphics work, developers to Page tasks.
    • Combine two filters rather than scrolling a single one.
    • Sort projects by most tasks to find where work has piled up.
    • Clear filters when a task seems to have vanished.
    • Drop tags that duplicate a built-in field.
    • Settle on a few combinations you reuse rather than rebuilding each time.

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