Custom filters

What are custom filters

This functionality allows you to create and save your own filter settings. Choose one or more filter elements from the dropdown menu and click the save  icon next to the filter tab. You will be able to give your filter a name which will appear next to a star icon under Custom Filters in the filter dropdown menu. If you decide you want to change your preferences, you can edit or delete the custom filter by following the steps below.  

How to create a new custom filter

To create a new custom filter, go to the Projects 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 pops 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 Projects module and click the Kanban or Tasks tab inside of a specific board. Click the edit button next to the filter name inside of the filter dropdown menu.  

An Edit Filter modal window pops 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 Projects module and click the Kanban or Tasks tab inside of a specific 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 pops 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 Projects module and click the Kanban or Tasks tab inside of a specific board. Click the delete button next to the filter name inside of the filter dropdown menu. 

A Delete Filter modal window pops 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.