While your boards fill up with tons of information, our board filters can help you easily narrow it down to the specific information that you need (because after all, who likes scrolling!) Draw conclusions, focus on what's important, and save time navigating your boards with the board filters. 🙌
When it comes to filtering down information from your board, you can choose to use the search bar, the person filter, the quick suggested filter, or the advanced filter option to create a customized rule to filter by. Keep reading to learn more about each of these options! ⬇️
The first, and perhaps the most intuitive board filter option, is the search bar. You can locate it at the top bar of your board as so:
To use this, simply type in a keyword in the filter and the relevant items that contain this will appear on your board, such as "stuck" in the example below:
You can search for multiple key words at once such as 'Low', 'Stuck', etc., and the filter will show you all items, columns, and groups containing the word(s) that you searched for.
You can filter your own tasks, or any of your teammates tasks, by clicking on the person icon as below:
From here, you can go ahead and select on the person that you'd like to filter by, and any items assigned to them will be displayed on your board.
To create a quick filter on your board, simply click on the "Filter" icon on the top left side of the board. From there, you can see a list of suggested quick filters that you can click on and filter by without needing to set up your own conditions. For example, let's say that I want to see all tasks assigned to Jessica that are high priority, I can click on those two values and only the relevant items which fit this criteria will be shown!
Looking to create customized rules to filter your board by? Well, the new advanced filtering option allows you to do just that! While clicking on the "Filter" icon itself will open up the quick filters, clicking on the downward arrow to the right of the "Filter" icon will directly open up the advanced filters.
Alternatively, you can also access the advanced filter by clicking on the words "Switch to advanced filters" at the bottom of the quick filters pop-up window:
Then, go ahead and choose the column you want to filter by, the condition, and the value. The dropdown will provide results based on the specific conditions and values selected.
Filter by multiple conditions in the advanced filter
In order to filter your board by multiple different conditions, simply click on the "Add new filter" button at the bottom left of the filter screen. Then, follow the steps again to choose the column that you want to filter by, the condition, and the value you want to display or not, and voilà!
Ever wanted to create a personal, filtered view for every team member, so they can easily see the items assigned to them? Are you looking to avoid creating a separate filtered view for each on the team? If this is the case, look no further! By using the "dynamic" option when filtering the People Column, you can easily create one filtered view that is personal for each assignee on your board!
This amazing filtering option works according to the specific person who is viewing the board. This meaning, if Noy is viewing the board with this filter, she will only see the items assigned to her. On the other hand, if Cassandra is viewing the board with this filter, she will see a different view of only her assigned items!
This can save you loads of time and can help keep your board organized by preventing the need to create ten separate views for a ten person team, and all use one same view instead. 🙌
Once you've selected the conditions you're looking to filter by, you can save the filter and get quick access to it the next time. To do so, click on the "Save to this view" button on the top right corner, name the saved view as you wish, and you are good to go!
Next time you want to access it, click on the "All Views" menu and search for it under the list:
The advanced filter offers a lot of condition options, with even more to come in the future. Use the key below as a guide to understanding what each one does for our most commonly used columns. Each column type will result in different options:
Let's say we're interested in narrowing down our Graphic Requests board's information to only the high priority tasks. On top of that, we're only looking to see those tasks that are rated three stars or less in difficulty. By setting up an advanced filter with both of these conditions, we can see the specific tasks matching the criteria.
The conditions of the filter are: "Where Priority is High" AND "Difficulty is any of 3, 2, or 1 stars":
Then, we'll get a neat list of only the relevant tasks:
On top of adding filters to your board, we also offer the amazing ability to hide columns. This will allow you to see exactly what you need in just one glance. Check out this article to learn how it works!
If you have any questions about this or anything else in this article, feel free to reach our customersupport team at email@example.com. :)