Whether you're managing a family project or leading a team initiative, structuring your board makes all the difference. You can break work into sections, highlight tasks with tags, and focus on the most important items using filters. This guide covers all the tools you need to keep your boards clean, organized, and easy to navigate.
📺 Watch the video: How to filter your boards (iOS)
📺 Watch the video: How to filter your boards (iOS)
📺 Watch the video: How to filter your boards (Android)
📺 Watch the video: How to filter your boards (Android)
✅ Who Can Use This Feature?
📌 Working with Board Sections
Sections help divide your workflow into meaningful stages—like "To Do," "In Progress," and "Done"—or any custom process that suits your needs.
✏️ To create sections
💻 Web/Desktop
Click "Add section" or go to the 3-dot menu → Sections → "+".
Type a section name.
Click "Add."
📱 Android/iOS
Tap the 3-dot menu.
Tap "Sections" → "+" on the top right.
Name your section and save.
✍️ To reorder or rename sections
💻 Web/Desktop
Drag sections into new order directly.
Or open the 3-dot menu → Sections → drag, rename or delete sections.
📱 Android/iOS
Tap the 3-dot menu → Sections.
Drag sections into new position or tap a section to rename it.
🗂️ To delete/archive sections
💻 Web/Desktop
Hover over the section → click the 3-dot icon → "Archive this section".
📱 Android/iOS
Tap the 3-dot menu → "Sections" → tap trash icon next to a section.
⚡ Quick Actions by Section (Web Only)
Each section includes a 3-dot quick actions menu with powerful tools to manage your board at scale:
🔽 Sort tasks within a section
Hover over the right side of a section.
Click the 3-dot menu → "Sort all tasks in this section".
Choose sort criteria: Due date, Tag, Assignee, Creation date, or Alphabetically.
🔁 Move all tasks to another section
Hover over the section’s top right corner.
Click the 3-dot menu → "Move all tasks in this section".
Choose the destination section.
🗂️ Archive all tasks in a section
Hover over the section’s top right corner.
Click the 3-dot menu → "Archive all tasks in this section".
Confirm the action in the popup.
📦 Archive an entire section
Hover over the section’s top right corner.
Click the 3-dot menu → "Archive this section".
Confirm in the popup. The section and all of its contents will be archived.
🎨 Creating and Using Board Tags
Tags help you organize tasks by priority, type, or any custom label. You can add multiple tags to each task.
✏️ To create tags
💻 Web/Desktop
Open a task → click "# Tags".
Click "New tag" → name and color it → Save.
📱 Android/iOS
Open a task → tap "Add tag".
Tap "Add tag" at the bottom → name and color it → Save.
🏷️ To add/remove tags
💻 Web/Desktop
Open a task → click "# Tags" → check/uncheck tags → Save.
📱 Android/iOS
Tap a task → tap the tag name or "Add tag" → tap X to remove → Save.
❌ To delete tags from the directory
💻 Web/Desktop
Click "# Tags" → edit or delete existing tags.
📱 Android/iOS
Tap the 3 dots menu in any of your boards.
Choose "tags" and click the pencil icon next to the desired tag.
Press "delete tag" at the bottom of the screen.
🔍 Using Board Filters
Filters allow you to focus only on the tasks that matter most at any moment.
You can filter boards by:
Assignee
Status (complete/incomplete)
Tags
Sections
Due dates (including overdue or no date)
Mentions or unread messages
Unassigned tasks
💡 Filter types vary slightly by platform. See individual filter instructions above.
💻 To apply filters on Web/Desktop
Open a board → click the filter icon.
Select any filter (e.g. Tags, Assignee, Due Date).
Combine multiple filters if needed.
📱 To apply filters on Android/iOS
Tap the 3-dot menu on a board.
Tap "Filter".
Choose any criteria (Tags, Assignee, Due Date, etc.).
Tap "Apply".
❌ To remove all filters from your board
💻 On Web/Desktop
To reset any applied filter, click the Reset filters button in the top navigation bar.
📱 On Android/iOS
To reset any applied filter, tap the Reset filters button in the filter menu.
🙋 FAQs
🎨 How many tags can I use on a board task?
🎨 How many tags can I use on a board task?
There’s no limit, you can apply as many tags as needed to organize your work.
🧹 What happens when I archive a section?
🧹 What happens when I archive a section?
All tasks in that section will be hidden from the board but still accessible in your archived items.
🔄 Can I combine filters?
🔄 Can I combine filters?
Yes. You can filter by multiple criteria at once to get a focused view of your board.
❓ Can guests filter or edit tags?
❓ Can guests filter or edit tags?
Only board members (not external viewers or guests) can apply or create filters and tags.
📱 Why don’t I see all filter options on mobile?
📱 Why don’t I see all filter options on mobile?
Some filtering options (e.g. messages) may only be available on iOS or Desktop. Platform availability varies.