Data Management with Pronnel's Basic Filters

Basic Filters Overview

Pronnel's basic filters are your first defence in taming your data. To access them, click on the Filter icon. Once you do, you'll be presented with a range of default filtration options, including Search, Assignee, Assigned by, Created by, Collaborators, Priority, tags, and Buckets. Additionally, you'll find different date options such as Create, Start, End, and Last Updated dates.

Custom Attributes

One of the remarkable features of Pronnel's basic filters is the ability to filter data based on custom attributes. If you've connected a board as a custom attribute and mirrored some of its attributes in your board, you can filter your data based on these attributes. We will delve deeper into connected board attribute filters in a separate tutorial, explaining how to harness this functionality effectively.

Special Filters

Pronnel's basic filters also offer unique filtering options. You can filter items marked as public, your starred items, items where you've been mentioned, delayed items, deleted items, and those with external collaborators added. These specialised filters enable you to access the data that matters most to you quickly.

Sorting Data

In addition to filtering, you can also sort your data within the basic filters. You can arrange your data in ascending or descending order, providing further control over how you view your information.

Saving Filters

Once you've chosen your filter options, you must know you can save them for future use. We'll cover this feature in more detail in our quick filters tutorial. Saving filters lets you quickly access your preferred views, making data management even more efficient.

View Persistence

It's worth noting that the filters you apply are saved for a specific view. Your filter settings will persist when you return to the board and navigate that view. This feature enables you to create multiple views tailored to your needs, ensuring you can see your data from different perspectives. A separate tutorial will explore in-depth information on creating and managing views.

Practical Demonstration

In this example, we’ve applied a filter to display only the items marked as urgent Priority. This helps in narrowing down your focus and zeroing in on tasks that require immediate attention.

As you can see, the board now displays only urgent-priority items, making it easier to stay organized and manage your most critical tasks efficiently. This ensures that your energy is directed toward work that truly matters.

Conclusion

Congratulations! You’ve now gained a solid understanding of how to use Basic Filters in Pronnel to organize, sort, and manage your data with confidence. Whether you’re tracking tasks, leads, or issues, these filters help you stay focused and efficient by showing you only what matters most. From standard options like assignees and dates to custom attributes and special filters like mentions or delayed items, Basic Filters offer a strong foundation for your data management needs. You’ve also learned how filters are saved within views, so your setup remains consistent each time you return. This is just the beginning! Be sure to check out the next tutorials on Quick Filters and Advanced Filters to unlock even more ways to control and customize how you work in Pronnel. Let filters do the heavy lifting—so you can focus on what’s important.