How Do I Use Board Filters?

On This Page

• Filtering Boards on Web
  • Static Filters
  • Dynamic Filters
• Filtering Boards on iOS
• Filtering Boards on Android
• Jobs Missing From a Filtered Board

Filtering Boards on Web

On the web version of JobNimbus, there are two different kinds of Board filters that can be used.

Static Filters

• Static Filters apply to all information within the Board and affect all users. These can only be adjusted by editing the Board.

  • To edit the Board, click the three dots in the top right corner of the Board and select Edit Board.
• Here, you can filter by Workflow or Type, Location, Subcontractor, Assignee, or Sales Rep.

Dynamic Filters

• Dynamic Filters are user-specific and do not affect other team members on the account. They are located within the Board view itself. 
• Here, you can filter by Workflow or Type, Assignee, Sales Rep, Location, or Subcontractor. You may also filter by Group by clicking on the Groups dropdown.

Filtering Boards on iOS

• Click on the three horizontal lines in the top right-hand corner to reveal a list of filters.
• Swipe left or right to navigate the options detailed below. Selecting a filter will pull up a menu at the bottom of your screen.
  
  • Location
    • If  you have several locations you can choose which cards to see from a specific location.

• • Type
    
    • Choose to only show the Cards of Contacts or Jobs that belong to a specific Workflow.
      
  • Sales Rep
    • Reveal Cards of records that a specific Sales Rep is associated with.
  • Assignee
    • Only show Cards of records to which a specific team member is assigned.
  • Subcontractor

• • • View only Cards of records to which a specific Subcontractor is related.
  • Show Archived
    • Here you can choose to show or hide Cards that fall under an archived List. Find additional information about archiving in this article.

Filtering Boards on Android

• Click on the three horizontal lines in the top right-hand corner to reveal a list of filters.
• Swipe left or right to navigate the options detailed below. Selecting a filter will pull up a menu at the bottom of your screen.
  
  
  • Location

• • • If  you have several locations you can choose which cards to see from a specific location

• • Type
    • If  you have several locations you can choose which cards to see from a specific location
    • Choose to only show the Cards of Contacts or Jobs that belong to a specific Workflow
      

• • Sales Rep
    
    • Reveal Cards of records that a specific Sales Rep is associated with

• • Assignee
    
    • Only show Cards of records to which a specific team member is assigned
      
  • Subcontractor
    
    • View only Cards of records to which a specific Subcontractor is related
      
  • Show Archived
    
    • Here you can choose to show or hide Cards that fall under an archived List. Find additional information about archiving in this article.

Jobs Missing From a Filtered Board

If a Board is filtered by a user and there are records missing from the board, check for a duplicate inactive version of that user to see of the missing records are assigned to the inactive one. If there is an inactive version of that user, you will need to move the records over to the active one.

To fix this:

1. Find the affected Jobs using Universal Search or the user’s activity.
2. Confirm which record for that user is active and which is inactive.
3. Bulk-reassign the affected Jobs to the active user profile using a Classic Report.