Skip to main content

Create and manage filters

Filters narrow down data to help you focus on specific issues or ideas. You can create filters for the current board (One-Board Filter) or across all boards (All-Boards Filter).

Create a one-board filter​

One-board filters apply only to the current board you're viewing.

  1. Click the filter icon in the top right corner of the table.

    Filter icon location in table header

  2. Select One-Board Filters and click New.

    One-Board Filters option with New button

  3. Search or select the filter field you want to create. Available filters include Ducalis fields, Public idea fields, Criteria alignment, Alignment fields, and task tracker fields (if connected).

    Filter field selection dropdown

  4. Choose parameters for the selected filter field.

    Filter parameter options

  5. To add another filter field, click +.

  6. Name your filter and click Save.

    Save filter dialog with name field

Saved filters are visible to everyone on the board. If you don't save a filter, it disappears when you finish using it.

Add a filter to favorites​

When you create and save a filter, it's automatically added to your favorites. Favorite filters (marked with a star) appear on the panel above for easy access. These favorites are visible only to you.

Favorite filters panel with star icons

You can also add a filter created by a teammate to your favorites.

Create an all-boards filter​

All-boards filters apply across all boards. Use them to track specific issues or ideas from multiple boards simultaneously, or to reuse the same filters without creating them on each board.

  1. Click the filter icon, select All-Boards Filter, and click New.

    All-Boards Filter option with New button

  2. Search or select the filter field you want to create. Available filters include Ducalis fields, Public idea fields, Criteria alignment, Alignment fields, and task tracker fields (if connected).

    All-boards filter field selection

  3. To add another filter field, click +.

  4. Name your filter and click Save.

    Save all-boards filter dialog

  5. A warning message states that this filter will be applied to all boards. Click Confirm.

    Confirmation dialog for all-boards filter

The filter appears in your dropdown menu.

Filter dropdown with all-boards filter
info

Saved filters are visible to everyone on all boards.

Pin a filter​

Pin a filter to make it appear on the panel above for easy access.

Pin filter option

Pinning a filter makes it visible for all users on all boards in the panel.

Pinned filter panel showing for all users

Reorder filters​

Reorder filters to make frequently used filters easier to find.

  1. Click the filter dropdown arrow to display the list of available filters.

    Filter dropdown list

  2. Hover over the filter you want to move, then click and drag it to the desired position.

  3. The new position is applied to the filter panel and displays in your preferred order.

    Filter reordering demonstration
warning

Reordering applies to all users on all boards.

Edit a filter​

  1. Click the filter icon, hover over the filter you want to edit, and click the edit icon.

    Edit filter icon

  2. Change parameters, add or remove filter fields as needed.

  3. Click Save when you're done editing.

info

All-boards filter changes apply to all boards and all users. One-board filter changes apply to the current board only, but for all users.

Delete a filter​

To delete a filter, click the trash icon, then click Confirm.

Delete filter confirmation dialog
warning

Deleting a filter removes it for all users on all boards (for both one-board and all-boards filters).

By effectively using filters, you can enhance productivity and stay on top of critical tasks across all your boards.

Last updated: Today