Collaboration

Filters and Personal Views

Focus on what matters

In large Spaces with hundreds of Cards, KanBo’s filters and personal views allow users to focus on what’s relevant to them.

Filtering options

You can filter Cards by:

• Responsible Person or Co-Worker
• Status
• Label
• Date (Start, Due, or Custom fields)
• Text or keyword

Create personal views

After setting a preferred filter, you can save it as a personal view, so your workspace always opens focused on your most relevant information.

Example

A department head filters the Operations Efficiency Space to show only:

• Status = “In Progress”
• Custom fields = “My Team”
• Due Date = “This Month”

They save it as Team Monthly Focus for quick access during weekly meetings.

Learn more: Filters and Views →