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.

• Steps for Apple
• Steps for Android

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