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Filtering Cards on a Board

LeanKit's step-by-step guide on how to filter cards on your board to only display cards that meet a certain criteria. 

Filters can be applied to cards within a board, allowing you to dim or hide cards that don't meet your desired criteria. The filters you apply to view a board affect only your view of that board. If you leave a board that you've applied a filter to and come back later, the filter will still be applied.

Filters can be applied based on the following criteria:

The Board Filter can be accessed by clicking on the Filter icon located in the upper right of the board, next to the Search icon.

 

Turning the Filter On and Off

   

   

To turn on the board filter, select Highlight  or Show Only from the filter selector. When the board filter is on, the Filter icon on the top bar will turn green, indicating that you are viewing a filtered version of the board. The Filter icon will stay green even after you close the filter tab, letting you know that a filter is still being applied to the board.

To turn off the board filter, select Off from the filter selector, and the Filter icon should return to its normal state.

 

Filtering Cards

With the filter on, you can choose to Highlight or Show Only cards that meet a specified criteria by either, which will dim or hide all other cards that do not meet the criteria. Specify your desired filter criteria by ensuring its checkmark is highlighted on the category of filter you would like to select. All cards that do not meet the filter criteria will be dimmed or hidden, depending on your previous selection.

Please note: When you access a board via a connected parent card LeanKit automatically filters out all cards not associated with the parent card. To remove the filter, simply turn the filter off.  

 

Parent Card

Select the parent card or cards by which to filter.

 

Card Type

Select the card type or types by which to filter.

 

Priority

Select the priority or priorities of cards by which to filter.

 

Blockers

Select whether to filter by blocked cards, unblocked cards, or both.

 

Custom Icon (Labelled Class of Service by Default) 

The Custom Icon filter will be labeled Class of Service by default. However, if you have enabled the Custom Icon setting, this filter will be labeled with the name of your Custom Icon. Select the Class of Service(s) or Custom Icon(s) by which to filter.

 

Staleness

Select the “staleness” of cards by which to filter. You can specify either “moved” or “no activity” to match your definition of staleness. Then type a number of days (0 by default) in the below field.

 

User

Filter cards assigned to one or more users.

 

Title

Filter by title of cards. All cards containing the search term will be shown.

 

Tag

Filter based on the tags of cards. Specify whether you want to sort either  “or” or “and.”

"Or" lists any possible match to any tag specified; "and" only returns cards that match all tags specified.

 

Date

Filter all cards that fit within a specific start-date and end-date timeframe.



 

 

 

 

 

Doc ID: 1191979582

 

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