How Do I Use Board Filters?

On This Page

• Filtering Boards on Web
  • Static Filters
  • Dynamic Filters

• Filtering Boards on iOS
• Filtering Boards on Android

Filtering Boards on Web

On the web version of JobNimbus, there are two different kinds of Board filters that can be used.

Static Filters

• Static Filters apply to all information within the Board and affect all users. These can only be adjusted by editing the Board.

  • To edit the Board, click the three dots in the top right corner of the Board and select Edit Board.
• Here, you can filter by Workflow or Type, Location, Subcontractor, Assignee, or Sales Rep.

Dynamic Filters

• Dynamic Filters are user-specific and do not affect other team members on the account. They are located within the Board view itself. 
• Here, you can filter by Workflow or Type, Assignee, Sales Rep, Location, or Subcontractor. You may also filter by Group by clicking on the Groups dropdown.

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

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