How Do I Use Board Filters on the Mobile App?

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Steps for Apple

Steps for Android

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