In the Plan Board, Users have the option to Filter Tags by one or more specific criteria.
Users can click on the Filtering option to the right 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
Certs: Filter by Certificates
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 used: Not 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.
Last Updated: Sep-20-22