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:
- Assigned User
- Card Type
- Custom Icon (labelled Class of Service by default)
- Dates - Range
- Dates - Relative
- Parent Cards
The Board Filter can be accessed by clicking on the Filter icon that resembles a funnel.
Turning the Filter On and Off
To turn the board filter on, select a feature to filter by, or type text into the filter search field, and click Highlight or Show Only at the top of the filter options.
Choosing Highlight will display a filtered version of the board in which cards that you are not filtering for will be dimmed.
Choosing Show Only will display a filtered version of the board in which cards that you are not filtering for will be hidden entirely from the board.
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.
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.
Select the activity level of cards by which to filter. Using the dropdown beneath Cards you can select to filter for cards:
- without activity
- with activity
- without lane changes
- with lane changes
And you can specify the number of days of activity or inactivity to filter by (0 by default) by typing a number of days in the field below the dropdown.
Select whether to filter by blocked cards, unblocked cards, or both.
Select the card type or types by which to filter.
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 and given a name to your set of Custom Icons, this filter will be labeled with the name you have specified.
Simply select the custom icon(s) by which to filter.
Date - Range
Filter all cards that fit within a specific start-date and end-date timeframe. Simply click within the fields to type or select a set of dates by which to filter.
Date - Relative
Select the parent card or cards by which to filter.
Select the priority or priorities of cards by which to filter.
To filter based on card tags, type the desired tag or tags in the field and 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.
Doc ID: 1191979582