Data Management with Pronnel's Basic Filters
While working on tasks, leads, or complaints, we often gather a huge amount of data. Without structure, this information can quickly become overwhelming. That’s where Pronnel’s filtering system steps in—helping you make sense of your data with ease. Pronnel offers three types of filters: Basic, Quick, and Advanced. In this video, we’ll focus on Basic Filters, the foundation for all data sorting and searching within Pronnel. Links to tutorials for Quick and Advanced filters are provided in the description, so be sure to check those out after this one.
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.
FAQs -
What is Pronnel, and what does it do?
Pronnel is a data management platform that helps you organise, track, and manage your tasks, leads, and complaints effectively. It offers powerful filtering and sorting features, making accessing and analysing your data easier.
How do I access the basic filters in Pronnel?
To access basic filters in Pronnel, click on the Filter icon within the platform. It will open a range of default filtration options and custom attributes.
Can I filter data based on custom attributes in Pronnel?
Pronnel allows you to filter data based on custom attributes. If you've connected a board as a custom attribute and mirrored its attributes in your board, you can use these attributes for filtering.
What are some special filters in Pronnel?
Pronnel offers special filters for items marked as public, starred items, items where you've been mentioned, delayed items, deleted items, and those with external collaborators added.
How can I sort data within the basic filters in Pronnel?
You can sort data in Pronnel by selecting the ascending or descending order option within the basic filters. This feature helps you arrange data according to your preferences.
Can I save my filter settings in Pronnel for future use?
Pronnel allows you to save your filter settings for future use. Detailed instructions on how to do this can be found in the quick filters tutorial.
What happens to my filters when I revisit a view in Pronnel?
Pronnel Filters are view-specific, meaning when you return to a board and access the same view, your filter settings will persist. This allows you to maintain different views for various needs.
What will I learn in the tutorials on quick and advanced filters in Pronnel?
The tutorials on quick and advanced filters will explore more advanced features of Pronnel's filtering system. You'll gain insights into how to perform complex filtering tasks and enhance your data management skills. Check out the links in the description for these comprehensive tutorials.