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🗂️ Filtering & Sorting in the Task Board

This article explains how to quickly filter and sort tasks in the ValueStreamer Task Board—either temporarily using Quick Filters or permanently through the board settings.

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🔍 Content

  • Using Quick Filters

  • Sorting via icons

  • Saving permanent sorting

  • Switching views

  • Tips & Best Practices

  • FAQ

🎯 Using Quick Filters

  1. Open your desired task board.

  2. Click the Filter icon in the top right.

  3. Activate any filters, for example:

    • Priority

    • Overdue (Planned End)

    • Top Topic, Go & See, Feedback

    • Status, Category, Team Member

  4. The display updates immediately.

📸 Screenshot: Quick Filter menu open

🔃 Applying Sorting

  1. Click the Sort icon to the right of the filter.

  2. Choose a criterion, for example:

    • Planned End

    • Priority

    • Status

    • Feedback, Top Topic

  3. Tasks are sorted accordingly.

📸 Screenshot: Sort menu open

⚙️ Saving Permanent Sorting

You can define a fixed default sorting logic that applies every time the board is opened:

  1. Click Task Board ⏷ at the top, then Settings ⚙️.
    📸 Screenshot: Accessing settings

  2. Switch to the General tab.

  3. Scroll to the Default Sorting Logic section.

  4. Set up to three sorting criteria in the desired order:

    • 1st rank: e.g., Priority

    • 2nd rank: e.g., Target End Date

    • 3rd rank: e.g., Status

  5. Click Save and Close.

📸 Screenshot: Default Sorting Logic configured

✅ This sorting is saved permanently and applies to all users of this board.

🔄 Switching Views

Sorting and filtering work in both views:

  • 📋 Board View

  • 📄 List View

Use the toolbar in the top right to switch between views.

📸 Screenshot: Switching views in the Task Board

ℹ️ Notes

  • Quick Filters are temporary and only apply to your current session.

  • The default sorting from settings is global for the board and can only be changed by the Team or System Admin.

  • Filters and sorting only apply within a single team.

✨ Tips & Best Practices

💡 Use “Overdue (Planned End)” + “Top Topic” for daily and weekly stand-ups.
💡 Save a useful sorting logic once in the settings—it saves clicks.
💡 Switch regularly between list and board view for better clarity.

❓ FAQ

How can I sort permanently without clicking every time?
➤ Use Settings → Default Sorting Logic to save your preferred sorting.

Do filters remain after logging in again?
➤ No, Quick Filters are temporary and must be set again.

Why isn’t my sorting being applied?
➤ A manual sorting might be active. Click the sort icon again or check the saved sorting logic in the settings.