5 min read

Feature 

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. 🙌

Board filtering options

When it comes to filtering 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 for filtering. Keep reading to learn more about each of these options! ⬇️

Search bar

The first and perhaps the most intuitive board filter option is the search bar, located at the top left of your board. 

When using the search bar, you can customize the columns and values on which your search will be performed within your board! To do this, simply click on the search bar and select the "Search options" button on the right of the search bar, and then check or uncheck columns that you'd like your search to be applied to.

Tip: Try checking or unchecking "All columns" within the filter to make your search more efficient! Do note that the maximum number of columns that can be checked is 50.

For example, in the GIF above, we added the "Priority", "Status", and "Description" columns from the search results. Therefore, if we search for any values that are located in any other columns aside from these, such as the date (for example, October), we will not see any search results appear.

If you attempt to search for something and you receive no results, you can easily return to the search bar settings by clicking on "Search options" and then adjusting the selected columns, as shown below.

Show me which columns will be pre-selected within the search options

• If you have over 15 columns on your board for both items and subitems, the first 14 columns from your items, and the "Name" column from your subitems will be selected by default within the search options.
• If you have over 15 columns on your board only from your items and you have no subitems, then the first 14 columns from your items will be selected by default within the search options.
• If you have less than 10 columns altogether (from both items and subitems) then all of your column will be selected by default within the search options.

Note: The board search and filters are unable to show data from a Mirror Column that displays information from other Mirror Columns.

Person filter

You can filter your own tasks or those of any of your teammates by clicking on the person icon. From here, you can select the person you'd like to filter by, and any items assigned to them will be displayed on your board.

Note: This filter will display any items assigned to you through the People Column, as well as the Last Updated Column and the Creation Log Column.

Quick suggested filter

To create a quick filter, simply click the "Filter" icon located at the top left of the board. From there, you can view a list of suggested quick filters that you can click on to filter by, without needing to set up your own conditions.

For example, let's say that I want to see all tasks assigned to "Noy: that are high priority, I can click on those two values and only the relevant items that fit this criteria will be shown!

The numbers next to each filtering option display the count of items that fit the selected criteria on your board.

Note: The quick filters are available on the Standard plan and above.

Advanced filter

Looking to create customized rules to filter your board by? The 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 arrow to the right of the "Filter" icon will directly open up the advanced filters.

Note: The advanced filters are available on the Standard plan and above.

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:

Tip: Advanced filtering is an excellent way to drill down into information from boards containing large datasets. You can also find the advanced filter options in the column settings to filter based primarily on the values of that column.

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.

Note: Read our article on Advanced board filters to learn more about using Ai for filtering and other in-depth ways to navigate through the data on your boards.  

Save your filter for quick access

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!

To remove the filter, simply click "Clear all" in the top-right corner of the filter menu. If you have created a new filtered view and wish to delete that view, click on the three dots next to the view name and select "Delete" from the dropdown menu. 

Automatic Filtering

Automatic filtering refers to the "Bring it back" feature. This feature ensures that once you've selected a new filtered view and added a new item to the board in that view, the filter will automatically populate the new item to match the first applicable filter value, ensuring the new item remains in that filtered view. This allows you to add new items within a filtered view and have those items automatically apply the filter's condition. 

As shown in the example below, if your filtered board view displays all items with a "Done" status, and you add a new item to the board view, it will automatically be assigned a "Done" label. 

Note: The Bring it back feature supports the Status Column, Label Column, Priority Column, People Column, and the Connect Boards Column. 

The automatic filtering will only apply to the first applicable filter value, and therefore, the information will only be auto-populated based on that first value. 

If you are using advanced filters with an "and" condition, the automatic filtering will apply to both filters selected. 

When a filtered condition involves columns or conditions that are not supported by automatic filtering, the new item will disappear from the filtered view, and a banner will appear with the option to "Bring it back." The item will be continually filtered out until the data in the columns matches the selected filters. 

Note: The automatic filtering only supports filters based on "is" or "and" logic. Any other filtered conditions will not result in automatic filtering. 

Hiding columns from your board

In addition to adding filters to your board, you also have the ability to hide columns. This allows you to see exactly what you need at a glance. Check out this article to learn how it works!