The larger projects and task lists become, the more important it is to find the right thing quickly.

With filters, sorting, and search functions, you can keep track of everything at all times, even with many projects.

📂 Filter and sort projects

In the project overview, you can control projects directly via the columns.

Sorting projects

You can use the arrows in the column headers to sort projects, for example by:

• Name

• Description

• Status

• Start date

You can choose between:

• ascending

• descending

• Neutral (no sorting)

Switch.

Reset filter

You can return to the default view at any time by clicking the "Reset filter" button.

📋 Tasks in the project: Control visibility

Within a single project, the filter options are deliberately reduced:

• In the task list, you can show or hide completed tasks.

• There are no filter or sort functions on the board.

• In the table view, you can:

  • sort by due date

  • hide completed tasks

This keeps the work in the project clear and focused.

📊 Central task overview in the dashboard

The most comprehensive filter and sort functions can be found in the task overview in the dashboard.

Here you can see all tasks from all projects at a glance.

Sorting tasks

You can sort tasks by, among other things:

• Status

• Task

• Due date

• Responsible person

• Project

• Creation Date

Here, too, you can sort by ascending, descending, or no sort order.

🧩 Filter tasks specifically

In the task overview, you can filter very flexibly, even with multiple rules.

Filter by status

For example:

• Open

• in progress

• completed

• blocked

• waiting

You can specify whether all or one of the conditions must apply.

Filter by task name

Here you can choose, among other things:

• begins with

• contains

• does not contain

• ends with

• is equal to

• is not equal to

You can also search directly for a task name.

Filter by due date

Possible options:

• Date is

• Date is not

• Date is before

• Date is after

This allows you to quickly find tasks that are overdue or due soon, for example.

Filter by person in charge

You can filter tasks by the assigned person.

All team members are available for selection.

Additional quick filters

At the top, you’ll find additional filter options, such as:

• Overdue

• my tasks

• due today

• this week

• unassigned

• Completed

• In progress

• blocked

• Recurring

These filters can be combined with other rules.

🔍 Search for projects, tasks, and files

Clicking the "Search" menu item on the left opens a search window.

Here you can search specifically for:

• Projects

• Tasks

• Files

The search feature is especially helpful when you want to quickly jump to specific content.

👥 Restrictions for customers

Customers have:

• no access to the search function

• no filtering or sorting functions

Since customers usually only work on individual projects, their view is deliberately kept simple and clear.

💡 Good to know

• Filter and sort settings are not saved permanently.

• You can find the most comprehensive filters in the task overview in the menu.

• Use combinations of filters and sorting to build your personal work overview.

Keep track of everything—even with many projects and tasks—Proyex.

🔗 Related articles

• "Structure tasks sensibly"

• "Create milestones"

• "Language, time zone & basic options"