How do I use filters in the portfolio funnel?

To create a more overview in the portfolio funnel, you can add filters to display your portfolio items in an orderly manner:

1. In the Kanban board, click FILTERS on the top left to open the filter panel.

2. Click on ADD FILTER

3. Select the property or properties which you want to use to filter the items and click OK.

4. Set the filters by filling in the necessary information.

5. The filters are now in use.

Use labels as a filter
For example, you can choose to use labels as a filter. Because in addition to the fact that the labels make the Kaban board clear by the colored markings, the labels can also be used to filter the board.

1. In the Kanban board, click on FILTERS on the top left to open the filter panel.

2. Then click on ADD A FILTER in the filter panel.

3. Select theLabels field from the field list and click OK.

4. Choose one or more labels from the list of available labels on which you want to filter and then click on ADD FILTER to apply the filter.

Do you want to use a filter or a set of filters more often? Save it as a view! Read more about setting up views on How do I set up a view in the portfolio funnel?