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How Do I Use Board Filters?

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

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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.

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

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

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.