How to filter?

Learn everything about how to filter on Collato.

In order to filter, you need to know that each property type has a different set of filtering conditions that you can select from.

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🕺 People.

There are four conditions available when filtering for people's properties: Contains, Does Not Contain, Is Empty, Is Not Empty.

  • Contains:
    • When the filter “People Contains  ___” is added with one person selected, only cards that include that person for the property are shown.
    • When the filter “People Contains  ___, ____” is added with more than one people option selected, cards that have either one of the people options selected are shown.
    • On a view with “People Contains ___,” a newly created card should have a card type set, and it can be any of the options selected in the filter.
  • Does not contain:
    • When the filter “People Does Not Contain ___” is added with one person selected, all cards that do not have that person for the property are shown.
    • When the filter “People Does Not Contain ___, ___” is added with more than one card type option selected, only cards that do not have any selected people are shown.
    • On a view with “People Does Not Contain ___,” a newly created card should not have a person value set.
  • Is empty:
    • Only cards with no people value are shown when the “People Is Empty” filter is added.
    • On a view with “People Is Empty,” a newly created card should not have a people value set.
  • Is not empty:
    • Only cards with a set people value are shown when the “People Is Not Empty” filter is added.
    • On a view with “People Is Not Empty,” a newly created card should have the people property set, but its value is empty.

🍇 Multi-Select.

Multi-select filtering offers the same four conditions as people filtering (contains, does not contain, is empty, and is not empty). As such, it follows the same logic above for each condition.

🎯 Single Select.

Single select properties have the four filtering conditions that operate identically to Multi-select and People. The only difference is that instead of “Contains” and “Does Not Contain,” the two conditions are called “Is” and “Is Not.” Other than that, “Is Empty” and “Is Not Empty” are the other two conditions.

📅Date.

Date properties have six filtering conditions that you can select from Is, Is After, Is Before, Is Empty, Is Not Empty, and Is Within. You will need to select a date value (not date range) for Is, Is After, and Is Before.

Only cards with no date value are shown when the filter “Date Is Empty” is added. When the “Date Is Not Empty” filter is added, only cards with a date value are shown.

If you selected “Is Within,” they can choose one of the following options:

  • In two months
  • In two weeks
  • Last Month
  • Last Week
  • Next Month
  • Next Week
  • This Month
  • Two months ago
  • Two weeks ago

🌗 Cycle.

Filtering by cycle is only possible with one condition: Is. Any cards created with this cycle filter in a view will have its cycle property set as the specified value.

🃏 Card Type.

There are four conditions available when filtering for card types: Is, Is Not, Is Empty, Is Not Empty.

  • Is:
    • When filter “Card Type Is ___” is added with one card type option selected, only cards that have that specific card type are shown.
    • When the filter “Card Type Is ___, ____” is added with more than one card type option selected, cards with either card type options are shown.
    • On a view with “Card Type Is ___,” a newly created card should have a card type set, and it can be any of the options selected in the filter.
  • Is Not:
    • When filter “Card Type Is Not ___” is added with one card type option selected, all cards that do not have that card type are shown
    • When filter “Card Type Is Not ___, ___” is added with more than one card type option selected, only cards that do not have any of the card types selected are shown
    • On a view with “Card Type Is Not ___”, a newly created card should not have a card type set.
  • Is Empty:
    • When filter “Card Type Is Empty” is added, only cards with no card type are shown
    • On a view with “Card Type Is Empty”, a newly created card should not have a card type set
  • Is Not Empty:
    • When filter “Card Type Is Not Empty” is added, only cards that have a set card type are shown
    • On a view with “Card Type Is Not Empty”, a newly created card should have a card type set and it can be any randomly selected card type.

GROUP BY

Group by is a way to bundle information together based on the specific property. You can only select one property, and the information is bundled based on its values.

For example, if you “group by” a property called Status and this property has the following values: To Do, In Progress, Done, and Blocked, then the view will show cards bundled into those four different categories.

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COLOR BY

Color by is a way to visually mark cards based on the specific property. Similar to “group by,” you can only select one property and the information is color-coordinated based on its values. To change the colors, you must open a card to view the property values, then select the 2-dot menu to reassign its colors.

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You don’t need to have the same properties for both “group by,” and “color by.” Therefore, by utilizing “group by” and “color by” at the same time, you can interpret information at a glance based on cross-referencing the two points of information.

If you have any questions, you can always contact our support team: support@collato.com.

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