Unlock Efficiency: Simplify Task and Project Views with Atarim Filters

Cut a long list down to the handful you can act on now.

Atarim team Updated 7 Oct 2026 · 4 min read

Tips, Tricks, and Best Practices

Atarim toolbar filters narrowing a long task list

Before you start

Relevant for

Project Managers, Design Leads and Team Members.

Required knowledge

Basic familiarity with the Projects screen, Inbox and Boards.

Tools & resources needed

An active workspace with several projects and tasks.

A long task list isn’t a problem until you need to decide what to do next. Filters turn it into a short one — and because they’re per person, you can narrow aggressively without affecting anyone else.

Filters are per person — yours don’t change anyone else’s view.

Where Filters Live

Filters are a plan feature in the Inbox and on Boards

On plans that do not include them, the filter chips there show a lock naming the minimum plan instead of opening. Only the workspace owner can change the plan, so the lock is informational for everyone else. The Status chip has a second gate: on a role without permission to see the status column it does not appear at all, with no lock in its place. On the Projects screen it is the sorting options that are gated rather than the filter checkboxes.

Screen	Where to find them	What you can narrow by
Projects	Top of the page	Project type, plus sorting.
Inbox	Top toolbar or sidebar	Status, priority, task type and tags. With one project selected, also page, assignee and creator.
Boards	Top toolbar	The same task filters.

Filtering the Projects Screen

These filters narrow the project grid rather than the tasks inside it — task filters are a separate set.

Instructions:

Open the Projects screen.
Use the filter options at the top to narrow by project type — WordPress sites, URL-based projects or design files.
Apply a sort: newest or oldest first, alphabetical, or by task count.

Sorting and filtering controls on the Projects screen — Sorting and filtering projects

Sorting by most tasks first is the quickest way to find where the work has piled up

It surfaces the project that needs attention without you checking each one. Explore Grid vs. List View

Filtering Tasks in the Inbox and Boards

By status

Narrow to Open, In Progress, Pending Review or Complete. Filtering to Pending Review is the fastest way to see everything waiting on someone else.

Board with the Status filter set to Pending Review, so only the Pending Review column holds tasks — Filter by Status (Boards)

By priority

Narrow to Low, Medium, High or Critical. Working down from Critical is how you decide what happens next.

Priority shown on a task in the Inbox — Priority on a task in the Inbox

Priority shown on a board card — Priority on the board

By task type

Type	What it covers
Page	Feedback left on a specific page.
Graphics	Feedback left on a design.
Internal	Tasks hidden from clients.
Email	Tasks created from email.
General	Everything not tied to a page.

Board Type filter open with Page ticked, showing only tasks left on a page — Task type filter on Boards

By tag

Narrow by any tag your team has applied. Tags cover what status and priority can’t — components, stakeholders, or workflow stages beyond the four statuses.

A tag being added to a task — Adding a tag

Inbox Tags filter open with Bug ticked, narrowing the task list to four tasks — Filtering by tag

Note

If you find yourself filtering by a tag that duplicates a built-in field — an “Urgent” tag alongside Critical priority — drop the tag. Two ways to express the same thing means two ways to miss something. Explore Using Tags Effectively

Combining Filters

Filters compose, which is where they earn their keep.

Your work, most urgent first — in one project, filter by assignee and sort by priority.
What’s been waiting longest — filter by Pending Review, sort oldest first.
One area of a project — filter by a component tag and Open status.
Page work for a developer — filter by task type Page and High or Critical priority.

Inbox sort menu with Priority: High To Low selected and the two Critical tasks at the top of the list — Sorting by priority, high to low

Build the habit of one combination per situation rather than fiddling each time

The morning view, the pre-standup view, the client-review view. Filters can’t be saved yet, but the combinations are quick to reapply once you know which ones you actually use.

FAQs

Can I save filter settings?

Not currently. Filters can be reapplied quickly, but there’s no saved view.

Do filters work across projects?

Yes. In the Inbox and Boards you can filter across all projects or focus on one.

Do my filters affect my team?

No. Filters are per person and don’t change anyone else’s view.

What happens if nothing matches?

You’ll see an empty list. Check the criteria or clear the filters.

What are the priority levels?

Low, Medium, High and Critical.

What task types can I filter by?

Page, Graphics, Internal, General and Email.

Common issues

The list is empty — nothing matches. Check the criteria, or clear filters to see everything again.
You expected a saved view — saved filter views aren’t supported yet. Reapply the combination manually.
A colleague sees different tasks — expected. Filters are per person.
You can’t find a task you know exists — a filter is probably still applied from earlier. Clear them and search again.
Filtering by tag returns nothing — confirm the tag is applied to tasks in the projects you’re viewing.
Too many results to be useful — add a second filter. Status plus priority narrows fast.

Conclusion

Filters are how a long list becomes a decision. Status tells you what’s waiting, priority tells you what’s next, and task type and tags narrow to the work you’re actually doing today.

They’re per person, so filter as aggressively as you like — nobody else’s view changes. Discover Optimizing Task Management For Large Teams

Tips & best practices

Match filters to your role — designers to Graphics work, developers to Page tasks.
Combine two filters rather than scrolling a single one.
Sort projects by most tasks to find where work has piled up.
Clear filters when a task seems to have vanished.
Drop tags that duplicate a built-in field.
Settle on a few combinations you reuse rather than rebuilding each time.

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