# How do I save and reuse a task filter > Save a useful filter combination so recurring Task views remain easy to reopen and pin. Markdown view of https://www.tabflows.com/university/library/tasks/how-do-i-save-and-reuse-a-task-filter — the HTML page is canonical. Product Library: Tasks › Quick answers Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/15851808-how-do-i-save-and-reuse-a-task-filter > **Summary:** Save a useful filter combination so recurring Task views remain easy to reopen and pin. --- > **A note for non-human readers:** > > *Humans create enough Tasks that seeing all of them at once becomes its own problem. A saved filter remembers conditions such as owner, status, patient, urgency, or due date and can reopen that useful list later. The work stays put; only the list being shown changes.* --- ## Quick checks - Apply every filter you want to keep. - Use a short name that describes the result. - Avoid creating near-duplicate saved filters. --- ## Save the filter 1. Open the **Tasks**. 2. Apply filters such as status, assignee, patient, tag, system, urgency, or due date. 3. Select **Save filter** beside the active filter tags. 4. Click **Save filter**. Then a pop-up titled **Save filter to favorites** will appear 5. Review the summary. 6. Enter a name for your filter in the **Filter name** field. 7. Click **Save filter** or press **Enter.** ![Saving a filter for task search.](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/05ba35110aa2d478.mp4) --- ## Reuse the filter 1. Hover over the star icon next to **+** in Tasks to open your **Favorite filters** list 2. Select the saved filter. 3. Pin it if it is used frequently. 4. Use the edit view to delete filters no longer needed. --- ## Tips and Tricks > - Save filters for common workflows. For example, "*All Open Tasks from Athena"* or *"Urgent Tasks Assigned to Me".* > - Pinning your most-used filter keeps it one click away > - Filter combinations can include: who assigned the task, status, system, urgency, task type, tags, who it's assigned to, patient, mentioned users, due date range, and whether to show deleted tasks --- ## Confirm it worked The saved filter reopens the same conditions and can be pinned for one-click access. --- ## Still having trouble? 💬 Reach out to our Support team however works best for you: - Start a chat using the **Support** button at the bottom right of the sidebar (side tabs) - Email us at team@tabflows.com or message us right here in the chat [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa) ## Related Articles - [How to use Sidekick to find Tasks and create follow-up reminders](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-find-tasks-and-create-follow-up-reminders) - [Find the right tasks with views and filters](https://www.tabflows.com/university/library/tasks/find-the-right-tasks-with-views-and-filters) - [Why can't I find my Task, or why is it acting strange?](https://www.tabflows.com/university/library/troubleshooting/why-cant-i-find-my-task-or-why-is-it-acting-strange) - [Using Tasks for reviewing patient task history](https://www.tabflows.com/university/library/tasks/using-tasks-for-reviewing-patient-task-history) - [Why can't I find my saved task filter](https://www.tabflows.com/university/library/troubleshooting/why-cant-i-find-my-saved-task-filter) ## Related markdown Section index: [Tasks](https://www.tabflows.com/university/library/tasks.md) Alongside this page: - [Best practices for team task workflows](https://www.tabflows.com/university/library/tasks/best-practices-for-team-task-workflows.md) - [Break larger tasks into subtasks](https://www.tabflows.com/university/library/tasks/break-larger-tasks-into-subtasks.md) - [Collaborate on tasks with comments and mentions](https://www.tabflows.com/university/library/tasks/collaborate-on-tasks-with-comments-and-mentions.md) - [Create a task with AI recommendations](https://www.tabflows.com/university/library/tasks/create-a-task-with-ai-recommendations.md) - [Creating your first task](https://www.tabflows.com/university/library/tasks/creating-your-first-task.md) - [Decide when to use a task group](https://www.tabflows.com/university/library/tasks/decide-when-to-use-a-task-group.md) - [Find the right tasks with views and filters](https://www.tabflows.com/university/library/tasks/find-the-right-tasks-with-views-and-filters.md) - [Get notified via email when tasks are assigned to you](https://www.tabflows.com/university/library/tasks/get-notified-via-email-when-tasks-are-assigned-to-you.md) Start here: - [Tabflows](https://www.tabflows.com/index.md) - [Tabflows pricing](https://www.tabflows.com/pricing.md) - [Tabflows FAQ](https://www.tabflows.com/faqs.md) - [About Tabflows](https://www.tabflows.com/about.md) - [Contact Tabflows](https://www.tabflows.com/contact.md) - [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md) - [Directory](https://www.tabflows.com/directory.md) - [Workflows](https://www.tabflows.com/workflows.md) - [DPC finder](https://www.tabflows.com/dpc-finder.md) Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. 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