How Do I Use Board Filters? (Web)

Adding filters to your Boards can help you see the most pertinent information at a glance.

  • Static Filters apply to all information within the Board and affect all users. These can only be adjusted by "editing" the Board.
    • This is a great way to filter if you are wanting to create a Board that only shows Contacts or Jobs that are in a specific location or are assigned to a specific Sales Rep.

      v2 edit add filter

  • Dynamic Filters are user-specific and do not affect other team members on the account. They are located within the Board view itself. 
    • These are helpful if you want to reveal only the details that are relevant to your personal projects. More than one can be applied at a time.

      v2 dynamic filters boards