Using filters in a Zoho Connect Board

How to use Board filters?

View just the tasks you need to by using filters.

Navigate to the required Board.
Click the Funnel icon in the top-right side of the Board.
From the dropdown, select filters based on Section name, Assignee, Start Date, Due Date, Priority, and Status, and Tags.
Click Apply and you'll be able to view just the tasks based on the selected criteria.

How to save a Board filter?

Navigate to the required Board.
Click the Funnel icon in the top-right side of the Board.
From the dropdown, select filters based on Section name, Assignee, Start Date, Due Date, Priority, and Status, and Tags.
Once you've selected the required filters, click Save as preset seen at the bottom of the Filter menu.
Enter a name for the selected filters and click Save.

How to access Saved Filters?

Navigate to the required Board.
Click the Funnel icon in the top-right side of the Board.
Click the Saved filters tab to get a list of presets.
Select the filter you need to view the tasks under them.

How to share a filter with Board members?

Navigate to the required Board.
Click the Funnel icon in the top-right side of the Board.
Click Saved filters to get a list of presets.
Click the ellipses icon in the right, next to the board filter you need to share.
From the dropdown, click Share.
Choose between sharing this filter with everyone on your board or selected members.
To share with specific members, click Selected user(s).
From the dropwdown, add members from the board.
Click Share.

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