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Filter project data & working with Filter Views

Working with Filter Views in Anywhere

In the digital age, managing tasks efficiently requires tools that can adapt to your needs. The advanced filter in Anywhere provides a dynamic way to view, sort, and manage your tasks based on specific criteria, ensuring you see only what's relevant.


What are Filter Views?

Filter views allow you to set specific conditions and view tasks that meet those conditions. This feature is especially useful when dealing with large boards with numerous tasks, helping you focus on what's important.

How to Use Filter Views:
Accessing the Filter: Navigate to your board and click on the filter icon.

Applying filters

Filter Options: A screen will appear showcasing various filter options.

Exploring filters

Selecting Groups: Choose specific groups to apply the filter to. By default, all groups are selected.

Filter on groups

Adding Column Filters: Click on '+ Add filters' to set conditions based on columns. Three dropdowns will appear:

Filter on columns

Column Selection: Choose the column you want to filter by.
Condition: Set the condition (e.g., equals, contains, etc.).
Value: Input or select the value for the condition.
Note: The options in the dropdowns vary based on the column type and selected condition.

Applying Multiple Filters: You can set filters for multiple columns by clicking on '+ Add filters' again.

Viewing Filtered Data: Click 'Apply' to view tasks that meet the filter conditions.

Apply filter/s

Clearing Filters: Use the 'Clear' button to remove all filters or the 'Cross' button to remove them one by one.

Saving as Custom View: After filtering, you can save these conditions as a custom view for future use. Click 'Save as view', name your view, and save.

Save filter view

Accessing Custom Views: Click on the filter view icon next to the filter icon to see all your custom views. Hovering over a view will display options like edit, widget, export, and delete.

Reusing filter views

In Conclusion:
Filter views in Anywhere are a powerful tool to streamline your task management. By understanding and utilizing this feature, you can ensure that you're always focused on the tasks that matter most.

Should you have any further questions or need assistance, don't hesitate to reach out. The Anywhere team is always here to help!The advanced filter is a new, improved version of the Existing filter with new functionalities. The advanced filter will work on all available columns on the board, and you can make the widget on custom view and export the custom view data.

Updated on: 20/08/2023

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