Saved filters help users automatically find and organize content across your workspace. Return to a specific search that you use often, or create a saved filter that can be used by your team during a project. Set it and forget it - no need to recreate a complex or specific filter combination every time. Saved filters automate and customize content organization for your entire workspace.
Create a saved filter from a current search setting - add filters to the search and save with a name, description, color, or emoji. Saved filters can be edited within the saved filter page, or from the saved filters list in the sidebar. A saved filter can also be deleted or renamed from the ellipsis menu on the sidebar.
Members of your workspace have access to the saved filters created by the admin - only admins have permission to edit and save filters to a workspace. Guests invited to the board will not be able to access the saved filters.
A saved filter is an auto-updating collection of items defined by certain characteristics - these can be by type, uploader, color, tags, extension, source, date, or any of your custom fields. As new items are added or changed in the workspace that matches those characteristics, they are automatically added to the saved filter, allowing you to instantly organize content.
Saved filters help users automatically find and organize content across their workspace. Assets and files are being filtered regardless of the boards they are in. Filtering results for a saved filter are also auto-updating. As changes are made on items, filtering results are automatically adjusted to reflect the latest qualified items.
Create Saved Filters
Once regular filters are applied, click on the “Save Filter” button to create a saved filter. Currently, saved filters are only available when filtering at the library level. Texts in the search bar will be ignored and will NOT be applied to the saved filter page. In other words, only filters will be saved and applied.
Edit Saved Filters
Edit the saved filter’s name, description, or emoji
Hover on the saved filter from the sidebar, click on the “edit” icon
Update/Change the filter rules
Click on the saved filter
Update the rules from the search and filter bar at the top
Only changes to filters will be saved
Users could search in the search bar, but the results are temporary and will NOT be saved
Click on the “Update saved filter” button
If not, the changed filter results will only be temporary and will NOT be saved
View Saved Filters
All saved filters could be viewed from the sidebar under the “Saved Filters” section.
Delete Saved Filters
Hover on the saved filter from the sidebar, click on the “edit” icon.
Create & Edit & Delete: Workspace admins only
View: All members, no guests
What is available:
Name, description, and emoji
Toggle view (Gallery and Table only)
Search Suggestions: All members, no guests
Suggestions based on name and description
Click to navigate to the saved filter
Search and Filter within a Saved Filter: All workspace members, no guests
Show all existing filter results by default
Allow users to add/subtract filters
Add token to search bar once searched
Changes made by workspace members are only temporary and will NOT be saved
Changes could be reset(undo at once) by clicking on the “Reset Filter” button
Work in progress asset version control
Light-weight assets grouping