PrimeFlow Search and Filters
Use PrimeFlow search, Quick Filters, and Advanced Filters to narrow a canvas to the nodes you need right now.
PrimeFlow canvases can become large as projects, tasks, notes, files, media, CRM records, and mind maps grow together. Search and filters help you focus on the part of the canvas you need without deleting or changing anything.
Search and filters affect the current canvas view. Your nodes, records, notes, files, and connections remain saved.
Filters change what you are viewing
Search and filters narrow the canvas view. They do not delete nodes or remove records from PrimeTask.
What you can do
Search nodes by title or label
Show only selected node groups
with Quick Filters
Build Advanced Filters
for tasks, projects, CRM records, notes, media, and mind map topics
Filter tasks by status, priority, task type, tags, and checklist status
Filter projects by name, description, and status
Filter contacts, companies, and activities by their key fields
Filter notes, mind map topics, and media nodes
Remove filters when you are ready to return to the full canvas
Filter before reorganizing
On a large canvas, search or filter first so you can find the nodes that matter before moving, connecting, or arranging them.
How to open search and filters
- Main navigation: Open PrimeFlow.
- PrimeFlow header: Use Search nodes by title, Quick Filters, or Advanced Filters from the PrimeFlow header.
- Command palette: Press ⌘+K on macOS or Ctrl+K on Windows, search for PrimeFlow, then use the search and filter controls from the PrimeFlow header.
See PrimeFlow Header and Controls for the full header guide.
Search nodes by title
Use Search nodes by title to find nodes by their main visible name, title, or label.
Search is useful when you know the name of a task, project, note, topic, file, media item, contact, company, or activity and want to narrow the canvas quickly.
Clear the search text to return matching back to the full canvas view, unless other filters are still active.
Search works with filters
Search, Quick Filters, and Advanced Filters can be active at the same time. A node must match all active conditions to stay in view.
Quick Filters
Use Quick Filters to narrow the canvas by broad node group.
Quick Filters are based on the kinds of nodes currently present on the canvas. Depending on what the canvas contains, you may see:
| Quick Filter | Includes |
|---|---|
| Tasks | Task and checklist nodes |
| Projects | Project, project goal, project milestone, and project note nodes |
| Contacts | Contact nodes |
| Companies | Company nodes |
| Activities | Activity nodes |
| Mind Map | Central topic, main topic, sub topic, and floating topic nodes |
| Notes | Sticky Note, Text Label, and Emoji Sticker nodes |
| Media | YouTube, X Post, image, link, PDF, and file nodes |
Choose a Quick Filter to include that node group. Choose it again to remove it.
Quick Filters only offer groups that exist
If a canvas has no activity nodes, the Activities quick filter is not offered for that canvas.
Advanced Filters
Use Advanced Filters when you need a more specific condition than a node group.
To add an Advanced Filter:
Step 1
Open Advanced Filters.
Step 2
Choose a node type.
Step 3
Choose a field.
Step 4
Choose an operator such as Is, Is not, Contains, Starts with, or Ends with.
Step 5
Enter or choose the value.
Step 6
Choose Add Filter.
Active filters are listed inside Advanced Filters. Choose an active filter to remove it.
Combine Quick Filters with Advanced Filters to see only matching results
Advanced Filters narrow the nodes of one type. For example, "Tasks · Status is In Progress" hides task nodes that are not in progress, but project, note, or media nodes on the same canvas stay visible. To see only the matching tasks alone, also turn on the Tasks Quick Filter. The same pattern applies to any entity type - pair the Quick Filter and the Advanced Filter to focus the canvas on a single entity.
Advanced Filter fields
Advanced Filters adapt to the node types currently present on the canvas.
| Node type | Fields available |
|---|---|
| Tasks | Task Name, Description, Status, Priority, Task Type, Tags, Checklist Status |
| Projects | Project Name, Description, Status |
| Contacts | First Name, Last Name, Email |
| Companies | Company Name, Industry |
| Activities | Activity Title, Activity Type |
| Mind Map | Topic Label |
| Notes | Note Content, Note Title |
| Media | Media Label, File Type, Media Kind |
For task status and priority, PrimeFlow uses the status and priority options from the active Space.
CRM filters require CRM nodes
Contact, company, and activity filters are available when those node types exist on the current canvas. Advanced CRM nodes are part of the Pro tier.
What happens to connections
When search or filters narrow the canvas, PrimeFlow keeps connections visible only when both connected nodes are still in the current result.
This keeps the filtered view focused on the nodes that match your current search and filter choices.
Things worth knowing
Search and filters are saved per canvas
PrimeFlow remembers the search text and filters for each canvas. When you switch canvases, the next canvas can have its own search and filter state.
Filters are additive
Search, Quick Filters, and Advanced Filters work together. If the canvas looks too narrow, clear the search text, remove Quick Filters, or remove Advanced Filters.
Filters do not change the underlying records
Filtering a task, project, contact, company, activity, note, file, or media node out of view does not change or delete that item.
Advanced Filters depend on node data
Some filters work best on nodes that are connected to full PrimeTask records, such as task, project, contact, company, and activity nodes.
Common questions
"Why did some connections disappear while filtering?"
Connections stay in view only when both connected nodes match the current search and filters.
"Why do I not see a Quick Filter for a node group?"
Quick Filters are based on the node groups currently present on the canvas.
"How do I remove an Advanced Filter?"
Open Advanced Filters, then choose the active filter you want to remove.
"Are search and filters Pro-only?"
No. PrimeFlow search and filtering are available on every PrimeTask license. Some node types that can be filtered require Pro.
"Can I search inside every field on every node?"
No. The main search looks at the node's main title, name, or label. Use Advanced Filters for supported fields.
Where to go next
| If you want to… | Read this |
|---|---|
| Learn the main PrimeFlow controls | PrimeFlow Header and Controls |
| Add nodes to a canvas | Adding Nodes in PrimeFlow |
| Learn canvas movement and selection | PrimeFlow Canvas Basics |
| Understand task nodes | PrimeFlow Task Nodes |
| Understand project nodes | PrimeFlow Project Nodes |
| Understand CRM nodes | PrimeFlow CRM Nodes |