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How do I create a Board Criteria?

Written by Edwin Ng
Updated over 5 years ago

In this article, we will show you how to create a Board Criteria in a Board.

  1. Create a Draft Board if needed.

  2. In the Board Toolbar, click the Board Settings icon to open the Board Actions Menu.

  3. Go to Board Criteria and click “Create”.

  4. Click on “Add Filter Criteria” and select the desired filter criteria. Please note that all filtering criteria are limited by the previous criteria.

  5. After the desire filters are selected, click the “Save” button.

  6. If you are in Draft Mode, publish the changes to update the Board.

  7. Applied Board Criteria is shown in Board Criteria Toolbar below the Top Navigation Panel.

Visual Guide (To enlarge, right-click and open in new tab)

To continue learning about Boards, please follow the link back to the Boards Index.


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!

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