How Do I Use Board Filters? (iOS)

Filtering your Boards can help you see the most pertinent information at a glance while on the go.

When viewing a specific Board in the Mobile App:

  • Click on the three horizontal lines in the top right-hand corner.

  • Doing so will reveal a series 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.
    • 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

    • Archived
      • Here you can choose to show or hide Cards that fall under an archived List. Find additional information about archiving in this article.