Filters for Calendars and Timeline (and Boards)

I know Timeline has the incomplete/completed task filters, but it needs more filtering. Moreover, the filtering system should really be the same (I think) for List, Boards, Timeline, and Calendar views, and it should be more advanced than what is offered for Lists right now.

For example, I may want to filter by 2, 3, or whatever number of custom fields. I should be able to do that. If I wanted to filter to a specific assignee, by a specific date range, and by 3 other custom fields, I should be able to do that.

One example of how we would use this is to make an editorial calendar. We have multiple teams at times, working on the same campaigns, and other times working on one-off projects. Upper management wants to be able to see these projects, but not really on the project level, they want to see what’s being delivered… but not down to the task level. They are tasks, but they are more deliverable tasks than just straight up tasks. But if we put all these deliverable tasks on this editorial calendar, it would be too much to look at all the time. But having a way to drill down and see just stuff form one team, or just projects that fall under this or that custom field, would help filter things out so it’s more reasonable to look at. That’s just one use, I have multiple possible uses for advanced filtering.

Hi @Francesco_Alessi and thank you so much for sharing your feedback with us!

Could you let us know what type of new filter you’d like to see in Asana?

This is a popular request in the Forum and we already have a thread on this topic :slight_smile: If you haven’t yet, you can add your vote here: Sort Tasks by Multiple Filters

Have you considered using Portfolios for this? https://asana.com/guide/help/premium/portfolios

Looking forward to your reply!

  1. to really have the power i desire, I need the ability to select any (multiple) custom fields and even have each custom field pull 1 or more parameters.

For example: Let’s say I use a custom field for TEAMS, and I have 8 teams listed (parameters), I may want to select 1, 2, 3 or more teams to be filtered. But take that further, I may want to use 2-3 custom fields with each one of those allowing me to select one or more parameters in order to really drill down to the information I want. I can explain further if I’m not making sense.

  1. I’m going to vote now.

  2. Two things on portfolios and your other Business tier offerings. Yes, I tried Portfolios and it’s just too early for them yet. The work it takes to build a portfolio is just too much. The second thing is, it would really be nice if we could turn on the upgraded tier features even if it’s just for a few days, and then maybe we would have to wait another 30 days to try again. But that would be much easier for me than to keep doing a trial upgrade. For me, the Business rollout that you all did is great start, but not worth us upgrading yet. Each item needs work. I would love to try the custom rules, but again, I can’t without a trial to Business.

Filtering options are required in the timeline view. Basically the same that is currently possible in the list view (filtering for custom fields, assignee etc.) is needed also in the timeline view - but please with multi select option. This would make the timeline much more useful for scheduling tasks in big projects. Our current workaround is simply to not use Asana at all for this but moving back and forth between an Excel sheet and Asana, which is certainly a poor fix.

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Hi @Martina and thank you for sharing your feedback with us! Don’t forget to add you vote by clicking on the Vote button next to the title :slight_smile:.

Please note that you can currently sort your Timeline view by Assignee, Start Date and Due Date and you can filter by Completed and Incomplete Task.

There is an existing thread requesting to sort tasks by multiple options: Sort Tasks by Multiple Filters. If you haven’t yet, I would also recommend you to upvote for this one.

Have a great day!

@Natalia - i think you missed understanding the requirement. I am with Martina on this…we don’t want to Sort a list…we want to hide/show what displays in the timeline view using a filter. Here is a use case to help demonstrate - In timeline view…

  • I have 5 product lines (Which I represent using Sections)
  • In each section - I have major Feature Launches as one color - I use a Label to set the colors of major features
  • Then I have three tech teams…each are workign on items that contribute to a major feature. I use a Label to set a color for each team also so you can easily see them at a glance

In monthly review with all groups in the room, we discuss the progress high level of each team and any blockers/dependancies. We look first from the Major feature top down…to see dependancies…but then we also ask each software manager to give an update accross all their major items.

It is difficult for them to easily run through each item when they are mixed in with items from other teams. I woudl like to ‘filter by team’ so that only their items show under each major feature …then toggle to another team…and another team…then toggle back to show all teams contributions to the single goal.

so…in short…not to pre-empt how to solve this…A Filter that works similar to the ‘all tasks / incomplete tasks / complete tasks’…that instead allows you to set which feild you want to filter on…would make this tool amazing.

Hoping to see this show up on roadmaps somewhere ! I love this product but also with others…I am having to look at alternatives to solve my problem.