# Filter Jobs and save views

Find relevant work, save your filters, and choose what you see by default.

Source: https://ziffa.io/user-guide/filters-and-saved-views

> **Current app label:** the Jobs workspace is called **Tasks**.

## Apply filters

1. Open **Tasks**.
2. Choose **All tasks** or an existing saved-view tab.
3. Use search and **Filters** to narrow the results. Available controls include Entity, Service, assignee, work state, template, and due-date range.
4. Use **Assigned to me** when you want your own work.
5. Check the active filter chips. Remove a chip to remove that restriction.

Filters change which Jobs are shown. They do not change the Jobs themselves. The [list and board views](https://ziffa.io/user-guide/job-views) show the same filtered work in different ways.

![Task filters showing the Open only and Next week shortcuts and the Entity, Service, assignee, and work-state controls.](https://ziffa.io/user-guide/images/planning-filters.webp)

*Use the shortcuts for common date ranges and the fields below for more specific questions. Check the active chips after applying filters.*

## Understand Open only

**All tasks** starts with **Open only** enabled. This hides older completed or cancelled work, but it can still show completed or cancelled Jobs that are due today or later, or were updated today.

For a strict list of unfinished work, also choose the relevant unfinished work states. Turn off **Open only** when you need older closed history.

The Year view includes completed and cancelled history even when Open only is selected. A parent-and-subtasks view also keeps the full tree visible.

## Save a new view

1. Apply the filters you want.
2. Select **Save view**, or **Save as new** when adapting an existing view.
3. Give it a useful name, such as **Bookkeeping — next week**.
4. Choose who can open it: only you, everyone in the firm, or selected teammates, where your access allows sharing.
5. Select **Save view**.

The saved view appears as a tab. Sharing a view does not give another colleague access to clients or information their role does not already allow.

![Save this view dialog showing its name and the Only me, Everyone in the firm, and Selected teammates options.](https://ziffa.io/user-guide/images/saved-view.webp)

*The visibility options control who can open this saved view. Saving the view does not change the Jobs.*

## Change an existing view

Changing filters previews a different result without immediately rewriting the saved view. Look for **Unsaved changes**.

- Save changes to update the view, if you can edit it.
- Save as a new view to keep the original.
- Discard changes to return to the saved filters.

Use the view's options menu to rename, share, or delete it. Deleting a view removes the saved filter set, not the Jobs.

## Choose your default

Open the view's options and select **Make my default**. That view becomes your starting point when you open Tasks without a specific filter or view in the address.

Your default also controls the dashboard's upcoming-work card. Choose **Clear my default** to return to the built-in default.