---
title: Customize the task view · Tallyfy Pro
description: Tallyfy's Tasks View lets you stack filters like status, assignee, tag, and template to narrow down your task list. Sort results by most recent or most delayed to spot overdue work or check specific people's workloads.
lastUpdated: 2026-03-22T00:00:00.000Z
source_url:
  html: https://tallyfy.com/products/pro/tracking-and-tasks/tasks-view/how-can-i-customize-task-views-in-tallyfy/
  md: https://tallyfy.com/products/pro/tracking-and-tasks/tasks-view/how-can-i-customize-task-views-in-tallyfy/index.md
---

## Filters and sorting in the tasks view

Tallyfy’s **[Tasks View](https://tallyfy.com/products/pro/tracking-and-tasks/tasks-view/)** shows all your [tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/) in one place. Filter and sort this list to find overdue tasks, work assigned to a specific person, or items from a particular template.

### How do I add filters?

Click **Add Filter** at the top of the Tasks view. You can stack multiple filters - they work together to narrow your list. Here’s what you can filter by:

* **Status** - See your ‘To Do’ tasks (the default), ‘Completed’, or ‘All’
* **Assignee** - Find tasks for specific [members](https://tallyfy.com/products/pro/documenting/members/), [guests](https://tallyfy.com/products/pro/documenting/guests/) (by email), groups, or roles
* **Task State** - Show what’s ‘Overdue’, ‘Due Soon’, ‘On Time’, or has a reported issue
* **Tag** - Pull up tasks with specific tags
* **Template** - Show only tasks from a particular [template](https://tallyfy.com/products/pro/documenting/templates/)
* **Process Name** - Find tasks within a specific [process](https://tallyfy.com/products/pro/tracking-and-tasks/processes/) by name
* **Folder** - View tasks in a [folder](https://tallyfy.com/products/pro/tracking-and-tasks/tasks-view/how-can-i-add-tasks-to-folders-in-tallyfy/)

![Task list with filter options and task detail panel (51 chars)](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-filter-task.png)![Task filter panel with status and assignee options](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-add-filter-to-task.png)

#### Example: See completed work

1. Click **Add Filter**
2. Select **Status**
3. Switch from ‘To Do’ to ‘Completed’

#### Example: Check a guest’s workload

1. Click **Add Filter**
2. Select **Assignee**
3. Type their email in the search box and select it

### How can I sort tasks?

Use the sort dropdown in your Tasks view. Three options:

* **Most Recent** - shows tasks with the latest activity first (this is the default)
* **Most Delayed** - puts overdue tasks at the top
* **Recently Completed** - shows recently finished tasks (only visible when viewing completed tasks)

![Task list with sorting dropdown menu feature](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-sort-tasks.png)

Combine filters and sorting for fast results. Filter by assignee and sort by most delayed to see who’s falling behind. Filter by template and sort by most recent to track the latest activity on specific workflows.

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