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Case List Filters

Filters help you find exactly the cases you need from your project's case list. Use single or multiple filters together to focus on relevant work.

Available Filters​

By Status​

  • New
  • In Progress
  • Review
  • Testing
  • Completed

By Priority​

  • Low
  • Medium
  • High
  • Immediate

By Assignee​

  • Assigned to me
  • Assigned to [Specific Person]
  • Unassigned

By Date​

  • Due within
  • Created between
  • Modified recently

By Case Type​

  • Support
  • Bug
  • Feature
  • Inquiry
  • Custom types

By Queue​

  • Specific queue selection
  • Multiple queue combinations

By Category​

  • Primary category
  • Subcategory

Custom Fields​

  • Any project-specific field
  • Text, date, or dropdown values

Using Filters​

Quick Filter​

Click preset filters:

  • My Cases
  • Overdue
  • High Priority
  • This Week

Advanced Filter​

  1. Click Filter button
  2. Add filter criteria
  3. Click Apply

Combining Filters​

Use multiple filters together:

  • Status = In Progress
  • Priority = High
  • Assigned to = Me
  • Due date = This Week

All conditions apply (AND logic).

Saving Filters​

Save frequently used filters:

  1. Create filter combination
  2. Click Save Filter
  3. Name your filter
  4. Click Save

Access saved filters from dropdown.

Filter Management​

View Saved Filters​

All your saved filters appear in the filter menu.

Edit Filter​

Click saved filter → Edit → Modify criteria → Save

Delete Filter​

Click saved filter → Delete → Confirm

Share Filters​

Export filter configuration to share with team.

Best Practices​

  • Create filters for common workflows
  • Name filters descriptively
  • Use saved filters daily
  • Review/update filters as needs change
  • Share useful filters with team

Filter Presets​

Start of Day

  • Assigned to me
  • Status = New
  • Priority = High/Immediate

Weekly Review

  • Created this week
  • Completed this week
  • Overdue

Capacity Planning

  • All cases
  • By assignee
  • Overdue highlighted

Mobile Filtering​

On mobile devices:

  • Tap filter icon
  • Select criteria
  • Apply filters
  • Results update instantly

See Also​