Boards

How Do I Use Board Filters on the Mobile App?

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

For iOS

  • 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.


For Android

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

               
    • Doing so will reveal a list of these filters


      • Location
      • Type
      • Sales Rep
      • Assignee
      • Subcontractor 
  • 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