Custom filters

What are custom filters

Custom filters allow you to create, save, and reuse your own filter settings for easier data management and faster navigation. You can combine multiple filter elements from the dropdown menu to display only the information that matters to you.

Once configured, simply click the Save icon next to the filter tab, name your filter, and it will appear under Custom Filters in the dropdown list, marked with a star icon. You can later edit or delete your custom filters as needed to adjust your preferences.

Custom filters help streamline your workflow by letting you quickly apply frequently used views without having to reset filters every time.

How to create a new custom filter

To create a new custom filter, go to the Clients module and click the Kanban or Tasks tab inside of a specific board. Select the filter values by clicking on their names. Click anywhere outside of the filter dropdown menu to apply the selection. 

The selected filter values will be listed next to the filter icon.

Click the Save icon.

A Save Filter modal window will pop up.

Tick the Show On Bar checkbox if you want to see it as a label/button next to the filter field.  

If you don’t tick the Show On Bar checkbox, the filter will only be visible as a custom filter in the filters dropdown menu. If you want to set a custom filter as a default filter, click the star icon.

How to edit the name of a custom filter

To edit the name of a custom filter, go to the Clients module and click the Kanban or Tasks tab in a board. Click the edit button next to the filter name in the filter dropdown menu.

An Edit Filter modal window will pop up.

Update the relevant information and click Save. 

How to edit filter values or create a new custom filter from an existing one

To edit filter values or create a new custom filter from an existing one, go to the Clients module and click the Kanban or Tasks tab in a board. Click on an existing custom filter name on the bar or in the dropdown menu. You can now add new or remove existing filter values.    

Save your changes by clicking the Save icon.

A Save Filter modal window will pop up.

Click Save to update your changes or Save As New to create a new custom filter. 

How to delete a custom filter

To delete a custom filter, go to the Clients module and click the Kanban or Tasks tab in a board. Click the delete button next to the filter name in the filter dropdown menu.

A Delete Filter modal window will pop up.

To minimize the risk of accidental deletion, you must confirm your intention to delete the custom filter. Click OK and the custom filter will be deleted.