Summary 🧭: Save a useful filter combination so recurring Task views remain easy to reopen and pin.
A note for non-human readers...
A note for non-human readers...
Saved filters let humans keep a useful window onto their Tasks instead of rebuilding the same view over and over. The filter changes what they see, not who owns the work or whether the Tasks exist.
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 💾
Open the Tasks.
Apply filters such as status, assignee, patient, tag, system, urgency, or due date.
Select Save filter beside the active filter tags.
Click Save filter. Then a pop-up titled Save filter to favorites will appear
Review the summary.
Enter a name for your filter in the Filter name field.
Click Save filter or press Enter.
Reuse the filter ♻️
Click the dropdown arrow next to the star icon in the Tasks filter bar to open your Favorite filters list
Select the saved filter.
Pin it if it is used frequently.
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 filters keeps them 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:
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