Filtering tasks on the Trail

Show just the most relevant, important tasks

Amy Dignon avatar
Written by Amy Dignon
Updated over a week ago

Filtering is only available using the Tagging feature on Teams and Standard plans - if you're a Solo Plan customer looking to upgrade, this can be done at any time from your Billing Panel.


How do I filter tasks?

At the top of your task list on the Complete Tasks page, you'll see a button to Filter.
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Click this to bring up the drop-down list of all the available tags. Select a tag to start filtering your Trail. Once the Trail has reloaded, you can click on another if you need to filter even further.

You can also filter by "Untagged Tasks" - this will bring up any tasks that don't have tags assigned to them.

Trail remembers tags you add to an account on each device, allowing you to assign different devices to different teams.
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Deselecting tags

At any point, you can revert back to the full task list on Trail. All you need to do is either deselect the tags in the drop-down, or you can click on the text that says "Show hidden tasks" at the bottom of the "Now" section in your daily tasks.

If you don't see the tags or filters you need, it might be worth getting in contact with your admin.

If you'd like to read more on tags and filtering tasks on Trail, check out this blog post here.


How do we create tags?

Only admin-level users can create and assign tags to tasks, learn more about setting up tags here.

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