Filtering dashboards allows you to tailor the data displayed to focus on what’s most relevant to you and your team. By applying filters, you can cut through the noise and surface only the information that matters—whether it’s tasks assigned to a specific team member, items within a certain timeframe, or updates tied to a particular status.

This level of customization helps streamline workflows, supports more informed decision-making, and ensures that your dashboard remains clear, actionable, and aligned with your current priorities 🏆

Filter your Dashboard

You can filter the information you see on your Dashboard by clicking the funnel "Filter" icon in the top right corner of your Dashboard. From the pop-up window, you can choose which board you'd like to filter from the drop-down list of connected boards, as shown below. 

You can also choose to filter your Dashboard by all connected boards by selecting "All boards" from the dropdown menu in the advanced filter window. This filter will include all data from across your connected boards in the Dashboard, allowing you to see more comparative data than with a single board!

You can filter your Dashboard by up to 50 columns across all connected boards. Once you have reached the 50-column count, you will be notified that you can no longer add columns to your filter. 

You can choose from two different types of Dashboard filters: quick filters, which allow you to filter by board, group, or any of the columns on your boards, and advanced filters, which allow you to filter your Dashboard according to specific conditions that you can customize. Add as many as you want, and they will work together simultaneously!  

To remove the filters you've applied, simply click "Clear all". If you want to view this filter every time you open this Dashboard, click "Save to this Dashboard".

To learn more about our amazing filters, check out this article, which provides all the details! 

Filter subitems on your Dashboard

Not only can you filter the items on your Dashboard, but using the advanced filter, you can drill down into the data on your Dashboard according to your subitems as well! To do this, click on the down-facing arrow next to "Filter", then click into the "Column" dropdown, and scroll down to locate your subitem columns.

Depending on how you're using subitems on your connected board(s), you'll want to use different settings when filtering your subitems. For this reason, we offer a few different possibilities for filtering subitems on your Dashboard:

• Filter by parent columns
• Filter by subitem columns
• Filter by both subitem and parent columns

Filter your widgets 

Individual widgets can be filtered according to the type of widget and the data you want to display. To filter a specific widget, select the "Funnel" icon at the top of the widget and choose the parameters you wish to filter that widget by.