Skip to main content
Step 6: modify your planboard
Updated over a week ago

Now that you know how to create and plan cards, it's time to set up your planboard so that you only see relevant information.

Filters

With the filter, which can be found at the top right under the funnel icon , you can quickly display the information you want to see in your planning. Do you want to view the cards with certain labels? Or do you want to hide the completed cards? And do you want to decide for yourself which time period you want to show in the calendar? This is all possible thanks to our handy filters.

Once you open the filter, a menu will appear with various options. This allows you to select data in multiple columns to show only the information you consider important in your planning. This means that you only see the cards that are relevant to you.

You can filter by stages, statuses, resources, labels and date.

When you select one or more of the above data in the filter, only the cards in which the data you selected are enabled are shown. Cards that do not contain the filters you selected will no longer be shown.

Once you have made your selection and applied your specific filter, only the cards that match your settings will be shown. You click Apply to see your result.

You will see that the filter icon has changed. There is a red dot with a number. This allows you to recognize that a filter is active with the number of selected settings.

The filter you have set will be saved until you adjust or reset the filter yourself. To reset a filter, click on the filter button and then click on Reset all.

Preferences

In the calendar, kanban and timeline view you will find the preferences next to the filter icon. These can be found under the eye icon . This determines which information is shown in the planboard and on your cards.

Columns

In the list and timeline view you can show the information relevant to you by easily adding new columns. These columns can be, for example: information on cards, time registration, integration information, collection information and custom fields.

You can add or change columns by clicking on this icon: . When you click on this, a window will open. Here you will see two fields, namely Available and Active. Under the available column you can check which columns you want to see in your list or timeline view. When active, you can easily determine the order of the columns via the icon on the left. Drag a column up or down to determine the order. You can also delete the columns that are listed here.

Tip

Once you've added columns, you can adjust the width of the columns to show more information. You do this by clicking on the arrow at the top between the columns and dragging it to the right or to the left.

Did this answer your question?