Plex – How To Create Smart (auto updating) Music Playlists

I love my Plex server. I stream my music basically around the world (I travel regularly). But it took me a while to figure out how to create playlists that automatically update (i.e., “smart playlists”) based on search filters. At home, I use a native music client (e.g., Strawberry or Clementine) to play my music. Clementine, in particular, has excellent smart playlist functionality, allowing me to create a playlist with all of my music in the “Folk” genre or published between 1970 and 1980. With how amazing Plex is, I figured the same functionality had to be possible. I knew I could simply add songs to a playlist manually, but that seemed cumbersome. I’d rather let the software do it for me. Once I figured it out, I thought I’d make the steps clear for others.

Counter-intuitively, the place to start is not in the “Playlists” option on the Plex dashboard, but in the Music panel.

Click on the Music pane, not the Playlists pane.

You’d think that you would create Playlists in the Playlists area, but you don’t. You create all the Playlists in the Music area.

Once you’re viewing your music, you need to look for a drop-down menu. It’s all the way to the left and says “All” with a little arrow next to it.

Click on the little arrow next to “All” to drop down the menu.

What you want to do is click on “Custom Filter.” That will open this option:

Here’s where you create custom filters.

Using that filter option, you can search for, say, all the music in the Genre “Alternative” or “Classic Rock.” Once you’ve entered your search criteria, click the “APPLY” button on the far right and it will apply your search criteria to your music:

Once you apply the search criteria, Plex will show you the music that fits the criteria.

Now, creating a “Smart Playlist” is just one more step. Look to the right of the window for an icon with four little lines and a plus sign. That is the icon for creating a playlist:

This is the icon you want for creating a playlist.

Clicking that button will open a prompt for you to name the new playlist. I typically name mine based on the search criteria, but you can call them whatever you want:

Now, with your Smart Playlist created, you’ll be able to see it in the Playlist area. Click on “Playlists” in the left menu and, assuming you’ve done everything correctly, you’ll see your newly created playlist there:

All of your playlists are in the Playlists area.

The little gear icon that appears in the top left corner of the playlist indicates that it is a “smart playlist” that will automatically update if you add new music to your library that meet your search criteria. Playing the playlist is as easy as hovering over it and then clicking on the play arrow that appears:

Hover over the playlist, then click on the play arrow to play it.

There you go. You can now create as many playlists as you’d like using filtering/search criteria. (This guide helped me figure this out.)

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Comments

7 responses to “Plex – How To Create Smart (auto updating) Music Playlists”

  1. Steve Kellener Avatar
    Steve Kellener

    Thank you sooooo much!!! Finally!! I’ve been wanting this forever!!!

    I have a question though. I have tags and notes in the comments that I hav entered in iTunes to tag the tracks. Inside iTunes I can use “COMMENTS – CONTAIN – _____” and in the Mac Finder for a smart folder I can use “ITEMS MATCHING TEXT _____”, but I don’t see anything in the Plex list to define a search like that. Do you know of anything that could do it?

    1. rcragun Avatar
      rcragun

      Hi Steve,

      I only using the ID3 comment field rarely when tagging my music. From what I can tell, there is only one way to have Plex use that field and that is to tell Plex to prioritize your ID3 tags rather than letting Plex prioritize its own tagging functionality, as detailed here:
      https://support.plex.tv/articles/200381093-identifying-music-media-using-embedded-metadata/

      However, even with that option, I’m not sure it processes the ID3 comment field. I haven’t tried it and am not very familiar with. If it doesn’t, you may be out of luck and may need to find a different way to categorize your music. You’ll need to use one of the fields that Plex processes.

  2. Paul C Miller Avatar
    Paul C Miller

    Thanks for sharing this – I’ve been looking for a solution for some time!

  3. Joe Avatar
    Joe

    I’m new to Plex. Would not have figured this out on my own. Thanks!

  4. Tyler Avatar

    Thank you, I found this very helpful, even if the UI has changed a little. Keep up the good work!

  5. JoeP Avatar
    JoeP

    Is there a way to add a track artist to a filter criteria? I only see “Album Artist.”

    1. rcragun Avatar
      rcragun

      Alas, I don’t see that as an option in my Plex server. You’d have to request that as a feature in Plex.

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