Filter and Sort Tasks
Use filters, sort controls, and column customization to organize your task list and surface the work that needs attention next. This keeps your workload visible and manageable no matter how many cases your firm is tracking.
Filter tasks
You can narrow the task list by assignee, status, due date, or case to focus on a specific subset of work.
Go to Tasks or My Tasks in the sidebar.
Click Filters at the top of the task list.
Select one or more filter criteria — such as Assignee, Status, Due Date, or Case.
The task list updates to show only tasks matching your filters.
Tip: Filters apply to the current view only and reset when you navigate away.
Sort tasks
Reorder the list to prioritize upcoming deadlines or group work by assignee.
Click the sort control at the top of the task list.
Choose a sort option — such as Due Date, Created Date, or Assignee.
The list reorders based on your selection.
Customize your task view
Click Customize to control which columns or properties are visible in your task list. You can show or hide fields like priority, due date, assignee, and case name depending on what you need to see at a glance. This lets you tailor the view to focus on what matters most for your current work.
Note: Filter and sort settings in My Tasks apply only to your personal view and do not affect how other firm members see tasks.
Related: My Tasks · Create a Task · Assign a Task · Custom Task Statuses