{"id":13211,"date":"2016-05-04T13:37:16","date_gmt":"2016-05-04T18:37:16","guid":{"rendered":"https:\/\/blog.planview.com\/?p=13211"},"modified":"2020-03-12T13:41:23","modified_gmt":"2020-03-12T18:41:23","slug":"faq-how-do-i-use-board-filters","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/faq-how-do-i-use-board-filters\/","title":{"rendered":"FAQ: How Do I Use Board Filters?"},"content":{"rendered":"

\"\"<\/p>\n

My name is Ryan MacGillis, and I\u2019m a Customer Support Specialist here at Planview AgilePlace. A lot of the questions we receive are from people who want to get the most out of Planview AgilePlace\u2019s features \u2014 that\u2019s where I come in. Periodically, I\u2019ll be blogging about some of the most frequently asked questions I hear. This Planview AgilePlace FAQ explains how board filters work.<\/p>\n

\"Video:<\/i><\/a><\/div>\n

Why Use Filters?<\/h3>\n

Board filters become increasingly useful as your kanban boards become more complex: Your team\u2019s boards might\u00a0get larger as your team grows, you might be actively working on several team boards, or you may be on a team that shares a board with other teams. On these more complex kanban boards, it\u2019s harder to manually find a specific card or set of cards at a glance.<\/p>\n

Say you have a member on your team, Dani, who is\u00a0being spread too thin. You want to lessen her load by distributing some of her work to team members who have more bandwidth, so you look for all the cards to which she is currently assigned.<\/p>\n

You could search through the whole board manually, but\u00a0that would probably be frustrating \u2014 and on a large board, you might miss some. It\u2019d be much easier if you could quickly see all the cards that are assigned to Dani.<\/p>\n

How to Use Board Filters<\/h3>\n

Planview AgilePlace has a built-in filter for each kanban board on your account,\u00a0which enables you to filter by whatever criteria you need \u2014 like assigned user. You can access the filter menu by clicking on the funnel icon located in the top-right corner of any board. Once you click it, you\u2019ll be presented with various filtering options.<\/p>\n

I recommend to start by clicking \u201cReset All\u201d to clear anything that you may have entered previously, intentionally or by accident. Once you have cleared all previous filter options, you can begin making selections based on what you are looking for. Here\u2019s the process you would take to\u00a0see all the cards on a board that are assigned to Dani, from the example above:<\/p>\n

    \n
  1. Click the funnel icon to open the filter menu (click \u201cReset All\u201d).<\/li>\n
  2. Navigate down to the \u201cUser\u201d section.<\/li>\n
  3. Find Dani\u00a0and click the checkmark beside her name.<\/li>\n
  4. Navigate back to the top of the filter menu. Here, you\u00a0can choose to either \u201cHighlight\u201d the cards that match your criteria or \u201cShow Only\u201d cards that match your criteria.<\/li>\n<\/ol>\n

    Highlight vs. Show Only<\/h3>\n

    \u201cHighlight\u201d will gray out all the cards that do not match your criteria, while keeping the cards that match highlighted (active). Here are all the cards assigned to Dani, in \u201cHighlight\u201d mode.<\/p>\n

    \"\"<\/p>\n

    \u201cShow Only\u201d will hide all the cards that don\u2019t match your criteria, and only show the cards that match. This option is really helpful if you have many cards on the board because it hides everything except exactly the cards you want to see. Here are\u00a0all the cards assigned to Dani, seen in \u201cShow Only\u201d mode. With this view, you can easily redistribute Dani\u2019s work to other members on the team.<\/p>\n

    \"\"<\/p>\n

    Helpful\u00a0Note<\/h3>\n

    If you leave a filter on when you leave a board, it will still be on when you get back. It remembers the last filter you had selected, but this is specific to you. Remember to clear all previous filter options before beginning a new search.<\/p>\n

    More FAQs Coming Soon<\/h3>\n

    Check back regularly to learn more about how to make the most of Planview AgilePlace.<\/p>\n","protected":false},"excerpt":{"rendered":"

    My name is Ryan MacGillis, and I\u2019m a Customer Support Specialist here at Planview AgilePlace. A lot of the questions we receive are from people who want to get the most out of Planview AgilePlace\u2019s features \u2014 that\u2019s where I come in. Periodically, I\u2019ll be blogging about some of the most frequently asked questions I…<\/p>\n","protected":false},"author":179,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":0,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[38],"tags":[511],"class_list":["post-13211","post","type-post","status-publish","format-standard","hentry","category-work-collaboration","tag-leankit"],"acf":[],"yoast_head":"\nFAQ: How Do I Use Board Filters? - Blog | Planview<\/title>\n<meta name=\"description\" content=\"This LeanKit FAQ explains how board filters work.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.planview.com\/faq-how-do-i-use-board-filters\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"FAQ: How Do I Use Board Filters?\" \/>\n<meta property=\"og:description\" content=\"This LeanKit FAQ explains how board filters work.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog.planview.com\/faq-how-do-i-use-board-filters\/\" \/>\n<meta property=\"og:site_name\" content=\"Planview Blog\" \/>\n<meta property=\"article:publisher\" content=\"http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772\" \/>\n<meta property=\"article:published_time\" content=\"2016-05-04T18:37:16+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-03-12T18:41:23+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/03\/LK_blogPhoto_FAQ1-1-1024x614-1.jpg\" \/>\n<meta name=\"author\" content=\"Ryan Macgillis\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Planview\" \/>\n<meta name=\"twitter:site\" content=\"@Planview\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Ryan Macgillis\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/blog.planview.com\/faq-how-do-i-use-board-filters\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/blog.planview.com\/faq-how-do-i-use-board-filters\/\"},\"author\":{\"name\":\"Ryan Macgillis\",\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/person\/650aec69bb21dec179a0d61596af2dcb\"},\"headline\":\"FAQ: How Do I Use Board Filters?\",\"datePublished\":\"2016-05-04T18:37:16+00:00\",\"dateModified\":\"2020-03-12T18:41:23+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/blog.planview.com\/faq-how-do-i-use-board-filters\/\"},\"wordCount\":596,\"publisher\":{\"@id\":\"https:\/\/blog.planview.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/blog.planview.com\/faq-how-do-i-use-board-filters\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/03\/LK_blogPhoto_FAQ1-1-1024x614-1.jpg\",\"keywords\":[\"LeanKit\"],\"articleSection\":[\"Work Management for Teams\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/blog.planview.com\/faq-how-do-i-use-board-filters\/\",\"url\":\"https:\/\/blog.planview.com\/faq-how-do-i-use-board-filters\/\",\"name\":\"FAQ: How Do I Use Board Filters? 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