Work with groups, filter, and sort

Your board can be grouped, filtered, and sorted into different views using a range of properties. This gives you a powerful way to track work from various perspectives. When used in conjunction with saved views, you can create multiple views with different groupings and filters for quick access without having to reapply the groupings and filters every time.

Group cards

You can group cards on your board if they utilize the Select property.

Note

Card grouping is only available in boards and table views and you must have at least one Select property on your board for grouping to work.

Apply a group

To apply a group, select the Group by option at the top of the board, then select any available Select property to group your cards by.

  • In the boards view, cards are automatically grouped into columns by the values from the specified Select property.

  • In the table view, grouped cards will appear in individual sections based on the values from the specified Select property. Select the arrow to the left of the group name to expand or collapse cards in the group.

Hide and unhide groups

  • To hide a group, select the options menu (…) to the right of any group name, then select Hide. Additionally, in table view only, you can hide empty groups by selecting the Group by option at the top of the board, then selecting Hide empty groups.

  • To unhide a group, go to the hidden column section towards the right of a board view, select the group you want to unhide, then select Show. On table view, select the Group by option at the top of the board, then select Show hidden groups.

Ungroup cards

To ungroup cards on table view, select the Group by option at the top of the board, then select Ungroup from the top of the menu. This will return your table to its default state. Cards can be ungrouped in table view only. Ungrouping is not possible on board view since groups are used to determine what to display.

Filters

You can filter cards on your board if they utilize the Select property.

Note

You must have at least one Select property on your board for filtering to work. Filtering by other property types such as Person or Date is not yet supported.

Add filters

To add a filter, select the Filter option at the top of the board, then select + Add filter. The first Select property on your board will automatically be selected. To change the property to filter by, select the name of the first Select property, then select another property (if available) from the menu.

Specify the filtering criteria:

  • Includes: Display cards with any of the specified values from the Select property.

  • Doesn’t include: Display all cards without any of the specified values from the Select property.

  • Is empty: Display cards with no values assigned to the Select property.

  • Is not empty: Display cards with any value assigned to the Select property.

To add another filtering layer, repeat the steps above with another Select property or even the same Select property to refine your filtering results. Adding another layer will display cards that only match the criteria from the first layer and the second layer.

Delete filters

To delete a filter, select the Filter option at the top of the board, then select Delete to the right of each filtering layer. Delete all filtering layers to completely remove filters from the board.

Sorting cards

Cards can be sorted by the card name or by any property available on the card.

Note

Sorting is only available in boards, table, and gallery views.

Apply sorting

To apply a sort, select the Sort option at the top of the board, then select an option from the menu. The cards will be sorted in ascending order by default based on the selected option and the Sort menu will display an upward pointing arrow next to the selected option.

To change the sort order to descending order, select the same option again from the Sort menu. The cards will now be sorted in descending order and the menu will display a downward pointing arrow next to the selected option.

Clear sorting

To clear a sort, select the Sort option at the top of the board, then select the Manual option from the top of the menu.