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About this lesson
Using filters to improve your Todoist experience.
Exercise files
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Todoist Filters - Task.docx74.6 KB Todoist Filters - Solution.docx
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Quick reference
Todoist Filters
Taking full advantage of what Todoist offers is so important. With filters, you can sort your tasks in a very customized way.
A query can be created from a number of factors:
- Due date
- Priority level
- Labels
- Project and sub-projects
- Date task was created
- Assigned to
- Keywords
A filter query connects these elements with an & sign. For example: "p1 & @proactive & today" (priority level, label, due date).
When to use
- When you are looking to go from beginner to intermediate at Todoist usage
Instructions
- Create a new task and add context points to the task (labels, dates, priority)
- Go to filters, create a new filter
- Add the parameters of the filter query (labels, dates, priority and more)
- Select to sort your tasks by your new filter
- If the task appears that you created, you've been successful
- If the task doesn't appear, you might need to re-create the task or filter
- Filters take time to set-up but provide a funnel for your tasks
Hints & tips
- Use the parameters of filters with this Todoist guide
- Follow along with the Todoist blog to help keep updated with the best tips
- Todoist is one of those services that gets better every time you use it, you can improve your outcomes
- 00:05 Hello everyone, welcome back to Essential Productivity.
- 00:08 My name is Francesco, and I'm the host for this GoSkills.com course.
- 00:13 So in the last feature, we talked about labels.
- 00:15 Labels are a brilliant way for helping yourself organize certain tasks, and
- 00:20 associate certain tasks to a certain energy levels.
- 00:23 Whether your whereabouts, your equipment that you need, and
- 00:26 time that you need to complete in.
- 00:29 So labels is a premium feature.
- 00:30 Again, this is going to be covering filters, which again is a premium feature,
- 00:34 so just be aware of that.
- 00:35 Maybe go back to the, do I need to go premium experience side.
- 00:39 I remember when I first got a Todoist account,
- 00:42 I actually stayed on Todoist premium for a good period of time.
- 00:45 So this is all something that you need to review in due care and attention.
- 00:49 Filters is a pretty intricate system.
- 00:53 You can see filters now on this side.
- 00:54 I've got a few setup.
- 00:56 So what I can do is, I'll click into this and
- 00:59 as you can see it's Priority Today items.
- 01:02 And once I click Edit filter, you'll see this Query.
- 01:05 Now, queries are a way for you to highlight priority levels, labels,
- 01:10 and due dates.
- 01:11 I've highlighted priority p1, which is the red tasks at p1,
- 01:17 priority one, and I used & @proactive.
- 01:21 So anything that contains proactive.
- 01:22 So this is all ticking the boxes in the moment, and is today.
- 01:27 So it will highlight, if I click this filter,
- 01:30 priority items in p1 that are proactive for today.
- 01:33 So these are the most important things I need to do in my day.
- 01:36 You can build this for anything.
- 01:38 This one is a good one.
- 01:39 iPhone, anything that has a query of iPhone.
- 01:41 And you can add stuff to it, for example.
- 01:44 Anything with a query of iphone & p3, and it will help showcase those items.
- 01:50 This is a good one, actually.
- 01:52 Clear out Evernote inbox.
- 01:53 You can do ones with IN TOWN.
- 01:55 So for example, OFFLINE & @iphone.
- 01:57 That would bring up any tasks that I have that are offline and
- 02:02 associated with the label iPhone as well.
- 02:05 You can have ones, a no due dates, so a way for you to keep track of everything.
- 02:09 And anything in the next five days that you have high energy for
- 02:12 something that is all proactive.
- 02:15 So as you can see, if I click in anything proactive in the next five days,
- 02:19 you can do this with absolutely anything.
- 02:21 It is something that has been beneficial,
- 02:23 something that I know a lot of people have been using in their routines.
- 02:27 I do it with Priority Today, and Phone and Inactive as well,
- 02:32 tasks that I have that's associated with Inactive.
- 02:35 Now, there are lots of different ways that you can use this, and of course,
- 02:38 you can build your own.
- 02:39 So if you hit,
- 02:40 Add Filter, down at the bottom, you can actually change the color of the items.
- 02:45 If I wanted INACTIVE tasks for the NEXT 7 DAYS,
- 02:49 let's say, this is how you build one.
- 02:52 Inactive would bring up any of the tasks, @inactive & next 7 days.
- 02:59 Once I hit that, you can see the next seven days and
- 03:01 all those inactive tasks that you need to complete.
- 03:05 You can also drag this up and
- 03:07 that is a really handy way to organize all your filters.
- 03:11 Now, we're going to create in the exercise a few that of pretty handy
- 03:16 maybe help you evaluate your routine and things like that.
- 03:20 So that you can evaluate what filters you do actually need associative with
- 03:24 the labels that you have.
- 03:25 Filters can be extremely beneficial.
- 03:27 One of the things that I've found as well is, okay, there's gonna be certain situations.
- 03:32 For example, when you're in a taxi, or when you're in the train or bus, where you
- 03:37 might need ten minutes tasks that are inactive because you can't do anything,
- 03:41 that are offline.
- 03:42 You can create that in the filter section.
- 03:44 You sort of need to work out your situations.
- 03:46 It could be a cafe. It could be a restaurant.
- 03:49 What could you be doing and how could you be doing it, for example.
- 03:52 These are all great ways to keep your productivity up.
- 03:55 In the next feature,
- 03:56 we're gonna show you a full demonstration of how I set up my Todoist,
- 03:59 to give you as much context as possible when you're setting your account up.
- 04:02 Keep productive and I'll see you in the next feature.
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