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Filtering Cards

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KanBo licenses having this feature:

Free

Team

Professional

Business

Enterprise

Strategic

In this article:

Overview

Card filtering is a feature that allows space users to display only selected cards in a space. There are several filtering options to choose from, such as users or any typed text. It is useful when dealing with large spaces with many cards to find information more efficiently.

You can filter cards in spaces by:

Using card filters

The example below shows how to apply the filter by users. After that action, only the cards to which the selected person is assigned to will be displayed.

To filter the cards in the space:

  1. Open the space.
  2. On the top space bar, select Filter.
  3. Select desired filtering options.

Example: Adding user filter: all cards with the Alexander Kaiser as a card user.

Try combining different filters.

By combining different filters, users you can further narrow down the group of displayed cards. Filter options can be saved to adjust the space view to your needs.

Example: Two active filters: all cards with Alexander Kaiser as a card user and with a due date set in this week.

When combining multiple filters, pay attention to the Match all and Match any options. In the first case, you will see cards that match both conditions at the same time; in the second case, you will also see cards that match only one of the conditions.

Remember to save your display settings if you want to keep filtering for life.

Example: Opportunities to save changes appear as an additional notification at the top of the space.

Filtering settings can also be saved as a new space view.

Removing card filters

To remove card filters from the space view:

  1. Open the space.
  2. On the top space bar, select Filter.
  3. Select Clear all or close the specific filter.

FAQ

Use card lists to categorize your tasks and add labels in different colors to customize your workspace. Set the card grouping to the desired option. In the case of large spaces with many cards, use card filtering.

You can use card filtering, but there is also an option to select and add specific cards to the space in the Mind Map view.

Use KanBo search, which is a complex tool that will help you to find a card.

If the card filtering settings have been saved, they will be active every time the space is opened. For this reason, only cards that meet the filter criteria are displayed.

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