#PROGRESS TRACKING

Save time navigating your board with Sort & Filter

Focus on only the essential information and organize it in the order that's most logical for you.

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Navigate through a board with Sort & Filter

Get more done, faster

Clear the clutter

It's easy to get overwhelmed by a screen full of numbers and names.

With filtering you can hide all the information you don't need right now, so you can focus on the specific data that matters most. This makes your work feel less messy and it helps you think more clearly and make better decisions.

Find what you need in a second

Using sorting and filtering is like having a superpower. You can use filtering to quickly view only the tasks assigned to a specific team member.

Similarly, you can sort by due date to instantly see which tasks need to be completed first.

Spot trends

Sorting your data from high to low can show you for example, which of your products are selling the best or which employees are meeting their goals.

When you filter, you can narrow your view to see things like "this month’s sales" to find out if business is improving or slowing down. This way you understand what's really happening.

Setting up your filters is simple

Step 1 Open the filter menu

Open the filter menu: Click the "Filter" button at the top of your board.

Step 2 Set the parameters

Click the tile for your chosen filter and select the specific options you need. You can choose more than one parameter at a time, such as: Creation Date, Created by, Item subscribers, Item Group, Title or other field types.

Step 3 Apply to subitems (optional)

To include subitems in your filter, simply turn on the toggle switch.

Step 4 Search in Filter (optional)

Instead of scrolling through a long list of options, use the Search function within the filter menu to quickly find specific tags, people, or other items. Simply open the filter, type your query in the search bar, and press Enter.

Step 5 Save or clear

To save your current filter, click "Save in this view." To undo the filter, click "Clear filters" at any time.

It's even simpler to sort your data

Step 1 Open the sort menu

Click the "Sort" button at the top of your board.

Step 2 Choose your sorting criteria

Click "+ Add new sort" and select a field from the dropdown menu, such as Date or Status.

Step 3 Set the order

Choose whether you want the information to be in ascending (A-Z, 1-10) or descending (Z-A, 10-1) order.

Step 4 Save your changes

Click "Save in this view" to apply the new sorting to your board.