Sometimes when you use Priority Matrix filter options, you may want to filter data in your matrix to fit certain criteria, either to help you focus to run reporting. For example, you might want to look at open/unfinished items that were modified in the past week, or perhaps overdue items that are also starred.

However, setting this filter often can be tedious. That’s why we added custom filter support, so you can save these custom options so that you can access them more easily the next time around.

  1. Open the Filters menu at the top of the quadrant view
  2. Customize your filter options in the menu on the right side panel
  3. Click on the “Custom Filter” drop down
  4. Save this filter with a name that you would recognize 

    How to save custom filters in Priority Matrix

    Here is what this section looks like.