In the Plan Board, you have the option to Filter Tags by one or more specific criteria.   Simply click on the Filtering option in the Search field and select one or more criteria under the following filter options:


Type:  Filter by Type 

Priority: Filter by Priority

Status:  Filter  by Status

Date: Filter by Skills

Users: Filter by Users

Skills: Filter by Skills

Companies: Filter by Companies

Work Teams: Filter by Work Teams

Location: Filter by Location

Trade: Filter by Trade

Roll Up: Filter by Roll Up

App Type: Filter by App Type

Constraints/Issues: Filter by Constraints/Issues

Need to Complete: Filter by Need to Complete




Assigned and Not used:

For certain filter options, when you try to filter, the filter shows two sets of options:

Assigned: Assigned list are those which have been used in one or more tags. 

Not usedNot used list are those which are part of the Project but haven't been used/assigned in the board as yet. 


Selecting an 'Not used' user and then grouping by users will list the 'not used' user also as a group. This will help in assigning this user, a task by dragging and dropping it from another user or from the tag shelf. This action can be performed when grouped by a work team, or a company or location etc.





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Last Updated: Feb-18-21