January 21, 2025
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How to
#tasks

How to create and save custom task filters

Danny Hatcher
Customer Support

Do you have too many tasks in view or have tasks from multiple sources you want to see in a consolidated list? This is where custom filters come in.

With custom filters, you can define the tasks you want to see in the task list based on your chosen parameters. Filters can be applied to tasks created in Morgen and those imported from an integrated source, even bringing tasks from multiple sources together in one view.

How to create a custom filter

When you open Morgen’s desktop app's tasks sidebar by clicking the checkbox icon or using the shortcut space bar, you will see a filter icon at the top.

Custom filters can be used from the filter icon at the top of the task panel.

After clicking the filter icon, you will be shown a list of all your task sources.

If you select "All tasks here" from a specific source, you will be shown tasks in your filtered view. 

If you want a combined view, you can include all tasks from other sources as well.

You will see a list of all your task sources from which you can filter.

Select the task sources you would like to show.

You can combine tasks from multiple sources, including task integrations and Morgen tasks.

Each task source will also show specific parameters that can be used to filter your lists. For example, Morgen tasks can be filtered by properties like:

  • Due date
  • Task size
  • Task list
  • Importance
You can filter based on a mix of task properties to narrow your view further.

External task integrations have different filtering options depending on the properties associated with those imported tasks, which may include:

  • Priority
  • Status
  • Note
  • Tag
  • List
  • Project
  • Label
  • Category
  • Team
  • Custom properties

Feel free to combine custom filters from various sources to create your filtered view.

In your task panel you will see a list of all sources and properties used in the filter.

If you want to remove one source/property from the filter, you can simply click on the X icon to the right of the filter.

Creating and applying saved filters

When you have an active filtered view, a “Save” option becomes available.

A Save button appears when you are in a filtered view.

This button will open a dialog allowing you to save the current filter by adding a name, color, and icon.

Add a name, color and icon to your filter to make it easy to identify.

Once saved, the saved filter will be displayed on the sidebar and will be available to use.

Your Saved filter will now be displayed with the name and icon.

Saved filters can then be applied to your displayed task list, the search view, or to a Frame.

All saved filters are then listed at the top of the filter menu.

Updating saved filters

A saved filter can be updated while it is active on the sidebar. Any changes made to the condition or sorting options will show an “Update” button, which, when pressed, will save the current configuration to the active saved filter.

Note that this does not update any Frames where the saved filter was previously applied; you will have to update those manually.

Additional conditions can be added to your filter and save the updated version.

To edit display details like the name or icon, select the ellipsis icon, select “Edit filter,” and make any necessary adjustments.

Saved filters can easily be edited and deleted.

Sorting filtered views

You can sort any filtered view by:

You can sort your filtered view to make prioritization easy.

FAQ

Do dates vs. due dates—what's the difference?
A do date is when you plan to work on a task, while a due date is when the task must be completed. By scheduling do dates in your calendar, Morgen helps you carve out time to work on tasks before they become last-minute emergencies, so you stay ahead of deadlines.
How does Morgen help me prioritize urgent vs. important tasks?
In Morgen, you can tag or categorize tasks based on urgency and importance, then use time blocking or its Frames feature to ensure high-impact work gets scheduled when you’re most focused.
How is Morgen different from Todoist?
Morgen combines task management with intelligent calendar scheduling. With Morgen, you don’t just organize tasks, you prioritize the right ones and schedule them. Morgen helps you plan your day by dragging tasks onto your calendar or automatically scheduling them based on your availability, energy levels, and priorities with the AI Planner. It's built for people who want a single tool for managing both time and tasks, not just a to-do list.
Can I sync tasks with my to-do app?
Yes. Morgen lets you sync tasks from your favorite to-do apps, including Todoist, ClickUp, Notion, Obsidian, and more. This means you can view and manage all your tasks and calendar events in one place. Whether you're planning your day or time blocking your week, Morgen ensures your tasks stay connected and up-to-date, no need to switch between multiple apps.
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