1. What are Quick Filters?
Quick filters are located in the sideboard panel and the general board filter. Quick filters are constructed filters that can be applied to the board by selecting them directly instead of filtering manually every time. You can use it to easily filter your board view if you frequently filter for the same criteria. You also have the ability to join multiple filters together by enabling them and choosing the relevant operator (and/or).
These quick filters can be easily used during daily stand-up meetings as a way to show only relevant information for a specific Kanban board and as a way to track the progress of a particular process on that board. A typical example would be to utilize the 'Last Modified' custom field and create a quick filter showing all cards that were modified on the previous day. This filter can be joined with another filter for cards assigned to John, in order to retrieve all cards that were modified yesterday and are assigned to John.
2. How to create a Quick Filter?
Check out the following short video or follow the instructions below: https://www.youtube.com/watch?v=ld15mTtWqX8
You can create a new quick filter from the button at the bottom of the quick filter menu.
Important: There is an And / Or slider on the top of the filter configuration window that you can toggle in order to configure if you want the properties you add to be mutually exclusive or not.
You will be presented with a list of properties that you can filter by. Once you finish configuring the properties, you will be prompted to save them.
Quick filters can be saved as a private filter, or if you have the needed permissions, you can make it a board-level filter.
Note: setting a filter as a board-level one is only possible when creating a new quick filter. Existing filters cannot be promoted to board-level filters.
In the Quick Filter Settings, you will encounter the following configuration options:
- auto-expand populated columns and lanes - this option makes it so that, upon activation of the filter, all columns/lanes/workflows would automatically expand if there is a card that matches the filter conditions.
- auto-collapse unpopulated columns and lanes - this option makes it so that, upon activation of the filter, all columns/lanes/workflows would automatically collapse if there is no card that matches the filter conditions.
3. How to share a Quick Filter?
You can share the quick filters with internal users. Just select the names of the users from the dropdown menu. Every time you share a filter with a user, they will receive an email notification.
If you have the ‘manage board filters’ permission, you will be able to create quick filters that can become available for everyone assigned to the board.
Note: All shared quick filters become available for the selected users in the quick filters panel at the top of the board filter menu. Personal, board-level and shared filters all have different icons for easier differentiation.
4. How to use keyboard shortcuts to apply board filters?
You can use the hotkey F + 1 if you want to quickly apply the first filter that is in the ‘Quick Filter’ menu dropdown.
The top 9 filters in the ‘Quick Filters’ menu can be quickly applied with a hotkey: F + [1-9].
Reordering filters list will change the hotkey combination with which they are applied, depending on their position in the list of filters.
Disclaimer: You don't have to have the board filter menu open, in order to use these shortcuts and the filters can be applied regardless of the view of the board.
5. How to join filters?
In order to simultaneously apply two or more filters, simply enable them using the toggle button on each filter and choose the relevant operator (and/or) in order to join and apply them together.
In addition to joining two Quick Filters together, users can also join a quick filter and also select additional filtering criteria via the Advanced Filtering section.
For example, you can enable the 'Cards assigned to John' filter and also choose an additional filtering property e.g. priority = 'Critical' or color = 'Red'.
Note: if two filters are joined and one of them has the auto-expand/collapse settings enabled, those settings will be applied when the two filters are applied together.