Data Management with Pronnel's Basic Filters
Today's tutorial will dive into data management with Pronnel's powerful filtering capabilities. As you work, you accumulate vast data; without adequate organisation, it can quickly become overwhelming. Pronnel's filters are here to help you make sense of your task leads and complaints. This tutorial will focus on the basics of Pronnel's filtering system, which is the foundation for efficient data management. We'll also provide links to separate tutorials covering quick and advanced filters for those who want to explore more advanced functionalities.
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:
By doing so, only items with high priority will be visible,
making it easier to focus on critical tasks and stay organised.
Conclusion:
Congratulations! You've now mastered the power of basic filters in Pronnel. You've learned how to filter and sort your data, save filters for future use, and create custom views. In our upcoming videos, we'll explore quick and advanced filters, unveiling more advanced features to help you maximise Pronnel's data management capabilities. You can stay tuned for more insights and unleash the full potential of Pronnel's filtering system.
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.