Q&A from The Power of Board Filters - Feb 24th, 2022
Question | Answer |
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Can you bookmark filter settings so you can jump quickly to preferred view(s)?
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No, bookmarking a board while filtered will not retain the filtered view. Recommendation is to use Saved Filters to quickly jump to preferred views. |
Is there a possibility to AND or OR conditions in text filters e.g in Title & Header, Descriptions ? | Answered live. |
Once you run a filter, can you report/print to send to a team for results? | Filtering a board then downloading a snapshot of the board will retain the filtered view. |
Can you show again how you did Stale cards, or cards with finish date of x. Where are those in the filters menu? | Answered live. |
Can you share saved filters with only select people on the Team? | It is not possible to share a filter only with select people on a board; however, it is possible to send a shared filter to specific people. Visit this link for more information: https://success.planview.com/Planview_LeanKit/Cards/Managing_Cards/Filter_Cards_on_a_Board#Linking_to_Shared_Filters |
Is there a way to easily duplicate an existing board layout vs recreating from a template? | Answered live |
Can I create a filter at the Program Board level that can be used on both the Program and Team Boards? | Answered live |