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Filtering can be used to locate or select and move specific cards within a Board. 


Tip

Refer to the Image on the right for reference to terms


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Basic Use

The most basic use of Filtering is to filter specific Labels for viewing desired Cards. This will require that you have Cards with Labels on your Board. We will be using the "Include Cards" filter.


  1. Click the Filter Button



  2. Change the "Filter Variable" to the desired Variable that you would like. For now try Labels.

  3. Keep the "Variable Comparison" to "Is Exactly".

  4. Choose the Label that you would like to show.

  5. Click Include Cards.


The board will now only show the cards that match the label selected in the "Query".

Tip

If you notice a Filter Rule will be added below your Included Cards section. These are rules that are currently applied. To remove them Click the "X" Icon to the right of the created rule.



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Advanced Use

There are some more advanced uses with the Filtering Tool. For example you can set up Multiple rules, Save Filters, and Load Filters when needed.


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Multiple Rules

Setting up Multiple Rules is an easy and useful function. To set up Multiple Rules simply click the "Include Cards" or "Exclude Cards" again. You will see a rule appear below the button that you clicked. You can use this to make your filters more specific.


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Save/Load Filters

Saving/Loading filters are useful for when you use filters often on a Board. Simply click the drop down arrow near the Filter Button or you can open the Filter Sidebar and select an option from the top of the Menu.


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Selecting Cards

In the Filter Sidebar Menu you are given the option to select the Cards that fit the filter. Simply fill out or load the filter that you wish to use. Then click the Select button and all Cards that match the filter will be Multi-Selected.



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Include Cards

Include Cards section of the filtering is used to show only specific Cards in the Board. For example you would use this if you only wanted to see a specific Label in the Board.


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Exclude Cards

Exclude Cards section of the filtering is used to hide specific Cards in the Board. For example you would use this if you wanted to hide Cards with a specific Label in the Board.

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Variable Comparison
Variable Comparison

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Variable Comparison

The "Variable Comparison" selection has five options with very specific rules. You use these five options to run a query against the cards in the Board.


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Is Exactly

Is Exactly is used to match the "Filter Variable" exactly with the "Query".


Example:


Let's say you want to show all Cards that have a "Title" of Columbus. So in the "Include Cards" section you set the "Variable Comparison" to "Is Exactly" and the "Query" to have "Columbus". The Card above would not show in the Board because the "Title" of the Card Is Not Exactly "Columbus". The title of the Card Is Exactly "16089001 - Springfield To Columbus"


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Is In List

Is In List is used to match the "Filter Variable" with a comma list in the "Query". Each Item in the list will use the "Is Exactly" rule.


Example:


Let's say you want to show the Cards that are above. To do this you can use the "Is In List" in the "Variable Comparison" list. Then set the "Query" to "16089001 - Springfield To Columbus, 16096008 - Breinigsville to Hicksville". The above cards will then show.


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Is Not Exactly

Is Not Exactly is used to match "Filter Variable" with Cards that are Not Exactly equal to the "Query".


Example:


Let's say you want to show all Cards that do not have a Red Label. in the "Include Cards" section you can set the "Filter Variable" to "Labels", the "Variable Comparison" to "Is Not Exactly" and the "Query" to the Red Labels. This will now hide all Red Labels because everything that does not have a Red label "Is Not Exactly" a Card with a Red Label. Similarly you can do the same process by going to the "Exclude Cards" sections and change the "Variable Comparison" to "Is Exactly".


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Is Not In List

Is In Not List is used to match the "Filter Variable" with a comma list that is not in the "Query". Each Item in the list will use the "Is Not Exactly" rule.


Example:


Let's say you want to hide the Cards that are above. To do this you can use the "Is In Not List" in the "Variable Comparison" list. Then set the "Query" to "16089001 - Springfield To Columbus, 16096008 - Breinigsville to Hicksville". The above cards will then be hidden. Similarly you can do the same process by going to the "Exclude Cards" sections and change the "Variable Comparison" to "Is Not In List".


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Contains

Contains is used to match "Filter Variable" with Cards that are contained to the "Query".


Example:


Let's say you want to show all Cards that have a "Title" of Columbus. So in the "Include Cards" section you set the "Variable Comparison" to "Is Exactly" and the "Query" to have "Columbus". The Card above would be shown in the Board because the "Title" of the Card contains "Columbus".



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Filter Referance
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Panel

Filter Reference