With advanced filters, you can filter your board by almost any card detail. This includes the name, a date, a label, a custom field, or the customer linked to an order. You can combine multiple conditions using and or or, so you only see the cards you need.

Advanced filters are located below the Quick filters in the filter menu. You can use them on their own or together with Quick filters. If you use them together, you’ll only see cards that match both.

Tip

Your filters are saved per view. Feel free to create a separate view for a filter you use often. Read more in Personalized and shared views.

Setting up an advanced filter

Open the board and click the filter icon (funnel) at the top. You can also use the keyboard shortcut Alt + Shift + F (Option + Shift + F on a Mac).
Expand Advanced filters using the arrow and turn on the toggle.
Click Add filter.
Under Choose a field to filter by, select a field, such as Status or End date.
Choose a condition, such as Is one of, Contains, or Is after.
Enter a value or select one from the list.
Click Apply.

At the bottom of the filter menu, you can immediately see how many cards match your new filter and whether this is more or fewer than the current number of cards. This lets you see the results before clicking Apply.

Combining multiple conditions

When you add a second filter, you can choose at the beginning of the rule whether both conditions must be met (and) or whether either condition is sufficient (or). All rules at the same level follow this choice.

Want to combine and and or? Click Add group. Within a group, you can choose between and/or again. For example:

Status is one of To do
and the group:
- End date is before November 1
- Label is one of Urgent

You’ll then see all cards with the status To do that either have an end date before November 1 or have the label Urgent.

Note

You can add a maximum of 25 conditions and groups. A rule that has not been fully completed is not included in the filter.

What can you filter by?

The list of fields shows which section each field belongs to.

Section	Fields
Card	Name, Description, Start date, End date, Completion date, Stage, Status, Label, Resource, Activity, Subcards, Attachments
Board	Group (the group of resources assigned to the card)
Collection	Collection (name), Description, Deadline, Label, Activity, Attachments, Follower, Followers
Order	Order number, Customer, Reference, Project, Order status, Order type, Item, Warehouse
Custom fields	All custom fields on the board, both at card and collection level

The fields under Order are only visible if you have orders from an integration in vPlan. Follower and Followers are only visible if you have permission to view a collection's followers.

Which conditions are available?

The conditions you can choose depend on the type of field.

Field type	Conditions
Text, such as Name or Customer	Is, Is not, Contains, Does not contain, Starts with, Ends with, Is empty, Is not empty
Number	Is equal to, Is not equal to, Greater than, Less than, Is between, Is empty, Is not empty
Date	Is, Is not, Is before, Is after, Is between, Is empty, Is not empty
Selection from a list, such as Status, Label, or Resource	Is one of, Is none of, Is empty, Is not empty
Presence or absence, such as Subcards and Attachments	Has, Has none
Checkbox (custom field)	Is

Editing, disabling, and removing filters

Edit
Open the filter menu, change the field, condition, or value, and click Apply.
Temporarily disable
Turn off the toggle under Advanced filters and click Apply. Your conditions will be saved so you can enable them again later.
Remove a single rule
Click the trash icon next to the rule.
Clear all filters
Click Reset all. This clears both Quick filters and advanced filters.

The number next to the filter icon at the top of your board shows how many filters are active. This makes it easy to see at a glance that you’re not viewing all cards.

Tip

Are you using a shared view? The owner determines whether you can edit the filters. Read more in Personalized and shared views.