Finding anything — search, filters and saved views

A filter you save once is a question you never have to ask again.

In this lesson

Everything, in one list

The board is good for a stage of work. It is bad for a question. When you want to know something specific, come here instead: every work item on the job, in one flat list.

Searching by name

If you know roughly what it is called, type it. Titles and reference numbers both work, so TWIN dash twelve finds it just as well as the word joinery.

The list narrows as you type, and the count at the top tells you how many are left.

Clearing the box brings everything back.

Asking a question instead

More often you do not know the name — you know the shape of the question. Everything Tarek is carrying, for instance.

That is a foreman’s Monday morning in two clicks, and it is the same question a manager asks about every person on the job.

Filters stack. Add a state, and now you are asking something sharper: what is Tarek carrying that has not been started yet. That is the list worth taking to a site meeting.

Clear them and the whole job comes back.

Saving the question

And when a question is one you ask every week, save it. A saved filter is a question you never have to build again — open it, and it has already run.

The habit

The habit is to stop scrolling. If you have scrolled a list twice looking for the same thing, you had a question, not a browsing problem. Build the filter, save it, and give it a name your colleagues would understand.

What just happened

  1. Everything, in one list

    The board is good for a stage of work. It is bad for a question. When you want to know something specific, come here instead: every work item on the job, in one flat list.

  2. Searching by name

    If you know roughly what it is called, type it. Titles and reference numbers both work, so TWIN dash twelve finds it just as well as the word joinery.

  3. Asking a question instead

    More often you do not know the name — you know the shape of the question. Everything Tarek is carrying, for instance.

  4. Saving the question

    And when a question is one you ask every week, save it. A saved filter is a question you never have to build again — open it, and it has already run.

  5. The habit

    The habit is to stop scrolling. If you have scrolled a list twice looking for the same thing, you had a question, not a browsing problem. Build the filter, save it, and give it a name your colleagues would understand.

Open issues Opens Taskity in your own project.

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Put it into practice.

Boards, approvals, snags and client sign-offs — one platform your team will actually use.

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