HighLevel Tasks: Filter State Now Persists

HighLevel updated the Tasks page to remember your filter settings, even when you navigate to other pages.

This article is based on a video. Watch the full video here.

What Changed

Previously, when you set filters on the Tasks page and then navigated elsewhere, you'd lose your filter settings. Now:

• Filter state persists
• Come back to the same view
• No need to re-apply filters

How to Use It

1. Go to Contacts → Tasks
2. Set your filters (assignee, status, due date, etc.)
3. Navigate to other pages
4. Return to Tasks — your filters are still applied

Why This Matters

Workflow Efficiency

If you filter tasks to see only "overdue" or "assigned to me," you don't want to reset that every time you check something else.

Team Management

Filter to see one team member's tasks, check a contact, come back — still showing that team member's tasks.

Focus

Stay focused on the subset of tasks you're working on without losing context.

Common Filter Combinations

• My tasks — Assigned to current user
• Overdue — Past due date
• Today's tasks — Due today
• By status — Open, completed, etc.
• By contact — Tasks for specific people

See Also

• HighLevel — The platform