Filtering and Sorting

Focus your board view using filters and organize projects within columns using sorting options.

Types of Filters

Project Boards support two types of filters:

Filter Type	Who Sets It	Persistence	Can Users Remove?
Temporary Filters	Any user	Session only	Yes
Global Filters	Administrators	Permanent	No

Temporary Filters

Apply filters to focus on specific projects during your session.

Applying Filters

1. Click the Filter button in the toolbar
2. Select filter criteria from the available options
3. Choose one or more values for each filter
4. Click Apply to update the board

Available Filter Options

Filter	Description
Division	Filter by division/division
Source	Filter by lead source
Campaign	Filter by marketing campaign
User	Filter by assigned user
Custom Fields	Filter by any custom field values

Multi-Value Selection

Most filters allow selecting multiple values:

• Select Division: Kitchen and Division: Bath to see both
• Projects matching any selected value will appear
• The more values you select, the more projects you'll see

Active Filter Chips

Applied filters appear as chips below the toolbar:

[Division: Kitchen ✕] [Source: Website ✕] [Clear All]

• Click the ✕ on a chip to remove that filter
• Click Clear All to remove all temporary filters

Filter Persistence

Temporary filters persist for your current session:

• Filters remain when switching between boards
• Filters are cleared when you close your browser
• Each user has their own filter settings

Global Filters

Administrators can set permanent filters on a board that apply to all users.

How Global Filters Work

• Set in the board configuration by administrators
• Always applied to the board view
• Cannot be removed by regular users
• Stack with any temporary filters you apply

Viewing Global Filters

If global filters are active, an info icon appears in the toolbar:

1. Click the filter info icon
2. A panel shows all applied global filters
3. These filters are read-only

note

Global filters are useful for creating boards that show only specific data, such as a "Kitchen Projects" board that only displays kitchen division projects.

Search

Use the search box for quick lookups:

Search Behavior

• Type at least 2 characters to begin searching
• Results update after a brief delay (300ms)
• Search is case-insensitive

Searchable Fields

The search looks across:

• Project name
• Project ID
• Client (contact) name

Search Tips

• Search "Smith" to find projects for clients named Smith
• Search by project number for exact matches
• Combine search with filters for precise results

Clearing Search

• Click the ✕ in the search box
• Press Esc key
• Delete all text from the search field

Column Sorting

Organize how projects appear within each column.

Accessing Sort Options

1. Click the sort icon in a column header
2. Select a sort field from the dropdown
3. Toggle ascending/descending order

Sort Options by Object Type

Project Boards:

Sort Option	Description
Manual	User-defined order (drag to reorder)
Last Name	Client last name alphabetically
Predicted Start Date	Expected project start
Predicted Close Date	Expected sale close date
Predicted Budget	Estimated project value

Permit Boards:

Sort Option	Description
Manual	User-defined order
Last Name	Client last name
Applied For Date	When permit was submitted
Expected Receive Date	Anticipated approval date
Received Date	Actual approval date

Contact Boards:

Sort Option	Description
Manual	User-defined order
Last Name	Contact last name
Company Name	Company alphabetically
Created Date	When contact was added

Sort Direction

Click the sort option again to toggle between:

• Ascending (A-Z, oldest first, lowest first)
• Descending (Z-A, newest first, highest first)

Sort Persistence

• Sort settings are saved per board and per column
• Your preferences persist across sessions
• Each column can have different sort settings

Manual Sorting

When set to Manual sort mode, you control the exact order:

How Manual Sort Works

1. Set column sort to Manual
2. Drag cards up or down within the column
3. Drop at the desired position
4. Order is saved automatically

When to Use Manual Sort

• Prioritizing urgent projects
• Grouping related projects together
• Custom ordering based on your workflow

caution

If you switch from Manual to another sort option, your manual ordering is overridden by the new sort. Switch back to Manual to restore custom ordering.

Filter + Sort Combinations

Filters and sorting work together:

1. Filters reduce which projects appear
2. Sorting arranges the visible projects

Example Workflow

1. Filter to show only Division: Kitchen
2. Sort by Predicted Close Date descending
3. View shows only kitchen projects, newest opportunities first

Column Fall-Off Display

Some stages are configured to show closed projects only temporarily:

• Projects in these stages appear through the end of the month they were closed
• After that, they no longer appear on the board
• This keeps boards focused on active work

Look for an info icon on column headers indicating fall-off behavior.

Troubleshooting

No Results Showing

• Check if filters are too restrictive
• Review global filters (info icon)
• Clear search term
• Verify the board is configured with visible columns

Wrong Projects Appearing

• Check global filters set by admin
• Review your temporary filters
• Confirm you're on the correct board

Sort Not Working

• Manual reordering only works in Manual sort mode
• Check if a different sort is applied
• Refresh the page if changes don't appear

Related Topics

• Board Configuration - Set up global filters
• Project Stages - Configure stage fall-off behavior