Smart Filters

filter

global filters

Target audience: users who filter task, project and other lists and want to type conditions instead of clicking them together

Article type: Reference

Overview

Smart Filters let you filter a list by typing conditions in one line, for example assignee = me AND due < "next week". You use the names the list shows instead of IDs, and suggestions complete each part as you type. If you know JQL from Jira, the syntax feels familiar.

Click Smart Filters next to the Filters button in the list header, for example on Tasks (all tasks or a project's tasks), Projects, Administration → Projects, Spent time, Attendance, Users, project Documents, CRM contacts, and the list window that opens from a Trends widget or the risk matrix.

Where there is no Smart Filters button, open Filters, add Easy Query Language (the earlier name of Smart Filters) from the Most used group and type the same query there. This applies to the task picker window (for example for Parent task), widget settings such as Tasks from filter, and Default filters management. In widget settings, the query takes effect when you save the page.

Quick start

On Tasks, click Smart Filters.
Type assignee = me. Suggestions complete each part; press Tab to accept one.
Press Enter. The list shows only your tasks.

Not sure what to type? Click the question mark and pick an example.

Writing and applying a query

Parts of a condition

Field: the column name as the list shows it, such as Status or "Due date", or a custom field name. On task lists, short names also work: status, assignee, author, priority, due, start, created, updated, subject, description, and project on the list of all tasks.
Operator: how to compare.
Value: as the list shows it. For people, me means you.

Put names and values with spaces in quotes, for example "In Progress". Join conditions with AND or OR, negate one with NOT and group them with parentheses. AND is evaluated before OR.

Suggestions and help

Suggestions offer only what fits. Tab accepts one, the arrow keys move, Esc hides the list and Ctrl+Space shows it again.
Click a word in your query to swap it for another one.
The question mark button How Smart Filters work shows fields, values and examples from your Easy8; clicking an example replaces your query with it.

Applying the query

Press Enter or click Filter. Until you do, a valid query shows Changes take effect after you press Enter or click the Filter button.
The query adds to the conditions in the Filters panel and to the page you are on, such as a project: a record has to match all of them. If the list is unexpectedly empty, check the Filters panel.
A query with an error is not applied; the message under the field names the problem. When a value matches several records, pick one under Use one of the following instead.
To remove the query, click Cancel filtering.
When you save the filter, the query is saved with it and keeps working after a status, field or record is renamed.

Operators

Each field offers only the operators that fit it.

= is, != is not
<, >, <=, >=: less than, greater than, at most, at least; on dates before, after, on or before, on or after
IN (a, b) is one of, NOT IN (a, b) is none of, HAS ALL (a, b) has all of
IS EMPTY, IS NOT EMPTY, IS OPEN, IS CLOSED
~ contains, !~ does not contain, ^~ starts with, $~ ends with
>< is between two exact values: due >< 2026-01-01 | 2026-01-31
Where the Filters panel offers them: ONLY IN (without subprojects), IN PROJECT, NOT IN PROJECT, OUTSIDE PROJECT and DUE IN followed by a number of days

Dates and functions

Date values

A date: 2026-01-31, or with a time: 2026-01-31T10:30
A shift from now: -7d is 7 days ago. Units: m (minutes), h (hours), d (days), w (weeks), M (months), y (years).
A period: today, yesterday, tomorrow, "this week", "last week", "next week", "this month", "last month", "next month", "this year". = "this week" means within the week, < "this week" before it starts and > "this week" after it ends. Periods work with =, !=, IN, NOT IN and the four comparisons, not with ><.

Functions

currentUser(): the signed-in user
meAndMyGroups(): you and your groups
membersOf("Group"): members of one group, with IN or NOT IN
now(), startOfDay(), endOfDay(), startOfWeek(), endOfWeek(), startOfMonth(), endOfMonth(), startOfYear(), endOfYear(): for date fields; add one shift, for example startOfWeek(-1w) for the start of last week

Examples

These examples are for the task list and assume your Easy8 has a status Closed and a group Support.

assignee = me AND due < "next week": your tasks due before next week
status != Closed AND updated > -7d: tasks not Closed and updated in the last 7 days
subject ~ "invoice" OR description ~ "invoice": tasks that mention an invoice
NOT status = Closed AND (assignee IS EMPTY OR assignee IN membersOf("Support")): tasks not in status Closed that have no assignee or are assigned to a member of the Support group
due IN (today, tomorrow): tasks due today or tomorrow

Access rights

A Smart Filter never shows more than the list would. Suggestions, field names and values follow your access rights.
People are matched by name among active accounts only. For a locked account, use its ID: assignee = 42.
Login names appear in suggestions and messages only to users who manage users; others see the ID. Anyone can type a login as a value.