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.