> For the complete documentation index, see [llms.txt](https://docs.daylite.app/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.daylite.app/help/mac-fundamentals/find-connect-and-organize/filtering-on-iphone-and-ipad.md).

# Filtering on iPhone & iPad

Filter People, Companies, Opportunities, and Tasks on iPhone and iPad using Category, Keywords, and other criteria that vary by object type.

Filtering on iPhone and iPad narrows a list down to matching records, using a smaller set of criteria than Mac.

**Key facts:**

* Filtering works on one object type at a time, same as on Mac.
* Smart Lists aren't available on iPhone or iPad — filters here are temporary only. See [Smart Lists.](/help/mac-fundamentals/find-connect-and-organize/smart-lists.md)
* Which criteria are available depends on the object type or view you're filtering, not a single fixed list.

### What Can I Filter By on iPhone & iPad?

<table data-header-hidden="false" data-header-sticky><thead><tr><th>View / Object</th><th>Available Filters</th></tr></thead><tbody><tr><td>People, Companies</td><td>Category, Keywords</td></tr><tr><td>My Opportunities</td><td>Category, Keywords</td></tr><tr><td>All Opportunities</td><td>Category, Keywords, State</td></tr><tr><td>My Tasks, Someday</td><td>Category, Keywords, Status, Priority</td></tr><tr><td>Delegated</td><td>Category, Keywords, Status, Priority, Owner</td></tr><tr><td>All Projects</td><td>Category, Keyword, Status</td></tr><tr><td>My Projects</td><td>Category, Keywords</td></tr></tbody></table>

### How Do I Filter on iPhone & iPad?

1. Open the list you want to filter — People, Companies, Opportunities, Tasks, or Delegated.
2. Tap the **Filter** <i class="fa-filter">:filter:</i> button.<br>

   <figure><img src="https://3475717408-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6oVSyjL3UowOqokog3Vn%2Fuploads%2F0qniQBrARBv8dkxh5WuR%2Fimage.png?alt=media&amp;token=f36c80a5-6651-4ffe-a13d-c7172879b4c5" alt=""><figcaption></figcaption></figure>
3. Choose the criteria available for that view like Category, Keywords, and where available, State, Status, Owner, or Priority.
4. Tap **Apply** (or equivalent) to filter the list.

To remvoe the filter, tap the **Filter** <i class="fa-filter">:filter:</i> button and tap **Clear Filter**

### Frequently Asked Questions

**Can I save a filter as a Smart List on iPhone or iPad?** \
No — Smart Lists are Mac-only. See [Smart Lists](/help/mac-fundamentals/find-connect-and-organize/smart-lists.md) for more information

**Why do I see more filter options on some screens than others?** \
Available criteria depend on the object type and the specific view — All Opportunities, for example, adds a State filter that My Opportunities doesn't. See the table above.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.daylite.app/help/mac-fundamentals/find-connect-and-organize/filtering-on-iphone-and-ipad.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
