Product

Bookmark filtered dashboards

Dashboard filter bookmarks

You can now bookmark and re-use any filter you set on your task, element and grid dashboards

Have you ever filtered your tasks dashboard to gain insight into your team’s tasks and thought to yourself, I really wish I could save this filter to use again? Well now you can; in our latest feature release you can save and re-use any filter you apply on your grids, elements or tasks dashboards. Watch the video below for a quick overview or keep reading.

 

Bookmarking a filter

To save a filter simply go to the required dashboard, filter the dashboard as required, click the plus button to bookmark the filter, give it a sensible name and hit enter. That’s it, your new custom bookmark will be added to your existing list of bookmarks (we provide some common filters to get you started).

Bookmark filter icon

Dashboard filters save

Using your filter bookmarks

To apply a bookmarked filter, simply click the bookmarks button and click a bookmark to apply it. On touch devices, click the bookmark and then click the arrow icon to apply that filter.

Apply dashboard filters

Managing your filter bookmarks

To manage your bookmarks, click the bookmarks button to open your bookmarks list, hover your cursor over a bookmark (or touch the bookmark on touch devices) and you can then:

  • Click the edit icon to edit a bookmark’s name
  • Click and drag on the move icon to re-order a bookmark
  • Click the delete icon to delete a bookmark
  • Click the arrow icon to apply the filter

Manage dashboard filters

If you would like to get involved and help plan new features in Method Grid, head over to the Method Grid Community where you can see what’s coming up and feedback on concept designs and more.

 

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