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Using JobNimbus
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
- 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
- Type
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- 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.
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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
- Doing so will reveal a list of these 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
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- If you have several locations you can choose which cards to see from a specific location
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- 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
- Type
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- Sales Rep
- Reveal Cards of records that a specific Sales Rep is associated with
- Sales Rep
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- Assignee
- Only show Cards of records to which a specific team member is assigned
- 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
- View only Cards of records to which a specific Subcontractor is related
- Assignee