Saved Filters
Megh McLaughlin avatar
Written by Megh McLaughlin
Updated over a week ago


Saved filters help users automatically find and organize content across your workspace. Return to a specific search that you use often, or create a saved filter that can be used by your team during a project. Set it and forget it - no need to recreate a complex or specific filter combination every time. Saved filters automate and customize content organization for your entire workspace.

Create a saved filter from a current search setting - add filters to the search and save with a name, description, color, or emoji. Saved filters can be edited within the saved filter page, or from the saved filters list in the sidebar. A saved filter can also be deleted or renamed from the ellipsis menu on the sidebar.

Members of your workspace have access to the saved filters created by the admin - only admins have permission to edit and save filters to a workspace. Guests invited to the board will not be able to access the saved filters.

A saved filter is an auto-updating collection of items defined by certain characteristics - these can be by type, uploader, color, tags, extension, source, date, or any of your custom fields. As new items are added or changed in the workspace that matches those characteristics, they are automatically added to the saved filter, allowing you to instantly organize content.

Saved filters help users automatically find and organize content across their workspace. Assets and files are being filtered regardless of the boards they are in. Filtering results for a saved filter are also auto-updating. As changes are made on items, filtering results are automatically adjusted to reflect the latest qualified items.

Create Saved Filters

Once regular filters are applied, click on the “Save Filter” button to create a saved filter. Currently, saved filters are only available when filtering at the library level. Texts in the search bar will be ignored and will NOT be applied to the saved filter page. In other words, only filters will be saved and applied.

Edit Saved Filters

Edit the saved filter’s name, description, or emoji

  • Hover on the saved filter from the sidebar, click on the “edit” icon

Update/Change the filter rules

  • Click on the saved filter

  • Update the rules from the search and filter bar at the top

    • Only changes to filters will be saved

    • Users could search in the search bar, but the results are temporary and will NOT be saved

  • Click on the “Update saved filter” button

    • If not, the changed filter results will only be temporary and will NOT be saved

View Saved Filters

All saved filters could be viewed from the sidebar under the “Saved Filters” section.

Delete Saved Filters

  • Hover on the saved filter from the sidebar, click on the “edit” icon.


  • Create & Edit & Delete: Workspace admins only

  • View: All members, no guests

    • What is available:

      • Name, description, and emoji

      • Filter rules

      • All results

      • Sort options

      • Toggle view (Gallery and Table only)

  • Search Suggestions: All members, no guests

    • Suggestions based on name and description

    • Click to navigate to the saved filter

  • Search and Filter within a Saved Filter: All workspace members, no guests

    • Show all existing filter results by default

    • Allow users to add/subtract filters

    • Add token to search bar once searched

    • Changes made by workspace members are only temporary and will NOT be saved

    • Changes could be reset(undo at once) by clicking on the “Reset Filter” button

Use Cases

  • Work in progress asset version control

  • Light-weight assets grouping

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