In the list view of vPlan you can easily create your own lists by using the Filter function.
With filters, it is possible to show relevant cards in a quick and easy way. It is very useful for when you have a large number of cards.
To add a filter, click on the filter icon at the top right of the list view:
When you click on the filter, a menu appears with the options on which you can filter. You can filter multiple data from one or more columns.
Only the data you choose in your filter will be visible in your list view. This way you only see the data you want to see.
You can filter on the following data:
- Stages
- Status
- Resources
- Labels
- Date
Stages
When you select one or more stages, in the list view only the cards are shown which are planned on the selected stages. Stages that you have not selected in your filter will no longer be shown.
Status
When you select one or more statuses in the filter, the list view will only show the cards that match your chosen status. Cards with other statuses will no longer be shown.
Resources
When you select one or more resources in the filter, only the cards that are assigned to the resources you selected will be shown in the list view. Resources other than the selected ones are not shown anymore.
vPlan tip: Quickly looking for a specific resource to filter? There is a search bar at the bottom of the Resources column. Start typing here and the right resource will be found in no time!
Labels
When you select one or more labels in the filter, the list view will only show the cards in which your selected labels are enabled. Cards that do not contain your selected labels will no longer be shown.
Datum
When you select a date or period in the filter, the list view will only show the cards that are or were planned for that date or period. When you select the option ''Always'' in this column, a date is not taken into account. Cards are shown regardless of the date they are scheduled for.
vPlan tip: When you open the calendar at ''Date'', you can filter the list view on a specific period of your choice. This is done by clicking on a date as a starting point and then clicking on another date in the future. You will see a grey bar appear over the selected period.
If you click on ''Apply'' you will see all the planners within the period of your choice.
Once you have made your selection and applied your specific filter, only the cards that match your settings will be shown.
You click on ''Apply'' to see your result in the list view.
You can see that the filter icon has changed. There is a red dot with a number. With this you recognise that there is a filter active with 7 selected settings:
The set filter 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''.
