This article covers how to narrow your task dashboard view using filters and sorting options.
📷 The dashboard Display popover open, showing Grouping set to Status, Sort set to Due Date with ascending order, and column toggles
Prerequisites
You have tasks on your dashboard.
Steps
Sorting Tasks
Click Display in the top-right corner of the dashboard.
Under Sort, select a sort field: Priority, Due Date, or Status.
Click the arrow icon next to the sort dropdown to toggle between ascending and descending order.
Click Apply to save your changes.
Filtering by Task Type or Internal Counsel
Set your Grouping to either Task Type or Internal Counsel (see How to Customize Your Dashboard).
Filter chips appear below the dashboard header. Click a chip to show only tasks in that group.
Click All to return to the full view.
📷 Filter chips showing task type options like "Office Action Response," "Maintenance Fee," and "Signature Request" with one chip selected
Filtering by Due Date, Task Type, or Counsel via URL
Filters for due date range, task type, and internal counsel are also supported through URL parameters. Your filters persist across sessions so the dashboard loads with your last configuration.
Tip: Combine grouping and sorting for a focused view. Group by internal counsel and sort by due date to see each attorney's most urgent tasks first.
Related Articles
Task Dashboard Overview — Overview of the task dashboard and its capabilities
How to Customize Your Dashboard — Change grouping, column visibility, and display preferences
Patent Management Overview — Manage your patent portfolio