The Board Criteria Toolbar is available to all users who have access to the Boards and allows "Read-Only" users to quickly configure their views using the existing Board Criteria. Users who adjust criteria in the Board Criteria Toolbar will create a view that is only visible to them.
Note: You can hide or unhide the Board Criteria Toolbar. Click on the arrow below the Toolbar to collapse or expand it respectively.
To configure the Board Criteria Toolbar:
Click the desired criteria to configure.
The Dropdown menu will be revealed based on the filter selected. Click on the desired values to add or remove them. Only 100 records will be displayed and you will need to click "Show More" to display more.
Under the Search Bar, you can find 2 tabs: Search and Selected:
Search will display a list of values to select from.
Selected will only display your selected items. (Note: a maximum of 200 items can be selected).
To save and apply your selection, click on the ✔ icon. To cancel your selection, click on the ✖ icon.
To go back to the original Board Criteria configuration, click on the ↺ icon.
To continue learning about Board Criteria, please click the links below:
Please do not hesitate to reach out to MSIGHTS Support via the messenger chat window at the bottom right-hand corner of your screen or with the button below for any questions, support, or feedback. We'd be happy to help!