Contents

Board Filters

What is it?

If you are looking to organize and prioritize your work, the filtering options will help you narrow down your focus and get a better overview of your tasks. From here you can also see what others are working on and zoom-in on specific items.

Who has access?

How does it work?

  • A board can be filtered by:
    • Assignee
    • Sections
    • Due date
    • Tags
    • Messages (unread messages & mentions)
  • Users can work straight from the filtered views for optimal focus.
  • Filters can be combined with each other.

How to filter by assignee

✔️ Web/ Windows/ Mac

  1. Open a specific board from the left menu.
  2. Click on the assignee picture\icon to the right of the board title.
    OR
  3. Click on the filter icon next to the board title.
  4. Click on the assignees icon
  5. Select the relevant members of the board – as many, as you wish.

✔️ Android/ iOS

  1. Open a specific board from the home menu
  2. Click on the assignee picture\icon under the board title.

How to filter by section

✔️ Web/ Windows/ Mac

  1. Open a specific board from the left menu.
  2. Click on the filter icon next to the board title.
  3. Click on the sections icon
  4. Select the relevant sections – as many, as you wish.

To reset the filter, unselect the sections.

Note: At this time you can filter by sections on web and desktop only.

How to filter by due date

✔️ Web/ Windows/ Mac

  1. Open a specific board from the left menu.
  2. Click on the filter icon next to the board title.
  3. Click on the due date icon
  4. Choose one of the default options – Overdue/Today/This week/Next week/This month/Next month
    OR set a custom time period.

To reset the filter click on the Clear.

Note: At this time you can filter by due time on web and desktop only.

How to filter by tags

✔️ Web/ Windows/ Mac

  1. Open a specific board from the left menu.
  2. Click on the filter icon next to the board title.
  3. Click on the tags icon
  4. Select the relevant tags – as many, as you wish.

✔️ iOS

  1. Open a specific board from the home menu
  2. Click on the menu icon in the top right corner.
  3. Tap on “Filter”.
  4. Choose the desired Tags and tap apply.

To reset the filter, unselect the tags.

How to filter by messages

✔️ Web/ Windows/ Mac

  1. Open a specific board from the left menu.
  2. Click on the filter icon next to the board title.
  3. Click on the message icon
  4. Select one or both options – Unread/Mentions.

To reset the filter, unselect the options.

Note: At this time you can filter by messages on web and desktop only.

How to filter unassigned tasks

✔️ Web/ Windows/ Mac

  1. Open a specific board from the left menu.
  2. Click on the unassigned icon
    OR
    2. Click on the filter icon next to the board title.
    3. Click on the assignees icon
    4. Click on the  Unassigned.

To reset the filter click the icon again

Note: At this time you can filter by unassigned on web and desktop only.

 

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