Tip #58: 5 filters helpful in Card views

Tip #58: 5 filters helpful in Card views

Filters help us spot specific cards and limit the results that are displayed on screen. This helps us focus on a set of cards and group data easily. Filtering can be performed by configuring conditions based on default and custom fields in Qntrl.
To filter cards, click on the Filter dropdown under the Cards tab, select the custom or default field you would like to filter with, and select the condition to filter. Filters in Cards are available in Kanban as well as List views. Here are 5 different filters that could benefit you.

1. Find cards that are due today

Cards that are nearing deadlines will need our immediate attention. To specifically view these cards, you can set a filter for ‘Due on- Today’. This helps us focus on the tasks for the day and avoid overdue cards.


2. Find cards in a specific stage

Cards in every step of a process can be specifically viewed using ‘Stages’ in filters. For instance, in a logistic dispatch workflow, all the cards that are in ‘Ready to dispatch’ stage can be filtered and viewed at once using filters.

3. Find cards requested by a particular client

Since cards from different customers get logged into your Qntrl organization, filters can be used to distinguish and work on the cards of different clients. Use ‘Requestor’ field to choose the client name and filter your cards.

4. Filter using custom fields

Qntrl also supports filtering cards with custom fields like Dropdown, User Dropdown, Single-Line, Email Address, and Link. Values of these custom fields can be set as conditions to filter cards. For example, User Dropdown custom field can be used to filter cards associated to specific users. 

5. Filters as custom views

Qntrl provides users with the option to save the filters configured for individual orchestrations as custom views. This helps users reuse the filters again instead of configuring them every time. Learn how to save filters as custom views.

Filters can be used in many such ways to meet different business requirements. Let us know how filters are useful in your organization. If you have any suggestions or queries, do email us at support@qntrl.com.

      Zoho Marketing Automation
            • Sticky Posts

            • Tip #61: 5 different ways to create Cards in Qntrl

              Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
            • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

              Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
            • Tip #17: Stay informed of significant business impact using Orchestly

              With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business
            • Onboard faster with Orchestly's Tutorials

              We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric
            • We’d love to hear your thoughts

              Orchestly has been successful in providing workflow automation solutions across different verticals for more than a year. We are constantly exploring new solutions for our customers in the form of new features and enhancements.    We value customer opinion

            Zoho Pagesense Resources

              Zoho SalesIQ Resources

                    Zoho TeamInbox Resources

                      Zoho DataPrep Resources

                        Zoho CRM Plus Resources

                          Zoho Books Resources

                            Zoho Subscriptions Resources

                              Zoho Desk Resources

                                Zoho Projects Resources

                                  Zoho Sprints Resources

                                    Qntrl Resources

                                      Zoho Creator Resources

                                        Zoho WorkDrive Resources

                                            Zoho Campaigns Resources

                                              Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now