Welcome to this tutorial on using Quick Filters in Pronnel to streamline data analysis. In this guide, we'll walk you through what Quick Filters are and how to leverage them to save time and boost your data analysis productivity. Let's dive in!
Quick Filters are handy pre-defined filter options in Pronnel that make filtering data a breeze. They're your secret weapon when you need to switch between different data sets quickly without the hassle of reapplying filters each time.
These Quick Filters appear in a dedicated dropdown located next to the main Filter option, making them easy to access whenever you need to switch views fast.
By default, Pronnel offers the following Quick Filters:
These filters are designed to help you focus on what's most relevant—whether it's your own tasks, what you're waiting on, or items that need attention. Now, let’s see how you can make the most of Quick Filters to stay organized and efficient.
Before we dive into creating Quick Filters, it's essential to understand that they are built upon standard filters. If you're not yet familiar with how filters work in Pronnel, we recommend checking out our Filters tutorial for a foundational overview.
Follow these steps to create a Quick Filter:
Click on the Filter button to open the standard filter options, then select the desired filter criteria to narrow down the data view — for example, setting the priority to "Urgent".
After defining your filter criteria, follow these steps to save it as a Quick Filter:
Click the Save button located to the left of the Apply button.
In the popup window, enter a name for your filter. Choose the visibility setting:
Click the Save Filter button. Once saved, the filter will be available in the Board Filters section of the Quick Filters dropdown, located next to the main Filter button.
Pronnel makes it easy to manage your Quick Filters by allowing you to edit the filter logic, rename and adjust permissions, or delete them entirely—keeping your workspace organized and relevant.
To manage your Quick Filters, follow these steps:
These options give you full control over maintaining your Quick Filters in a way that best supports your workflow.
Quick Filters offer several advantages to streamline your data analysis process:
Save time by quickly applying pre-defined filters without recreating them each time.
You can save as many filters as needed, allowing you to tailor your data analysis experience.
Ensure consistent data views by reusing filters whenever necessary.
Quick Filters in Pronnel are your shortcut to smarter, faster data management. Whether you're switching between tasks, reviewing high-priority items, or jumping across different views, Quick Filters help you stay focused without repeating steps.
By setting up and using these filters, you save time, ensure consistent data views, and reduce manual effort in daily workflows.
Set them once, reuse them whenever you need—and keep your boards organized and actionable. Don’t forget to explore Basic and Advanced Filters next to unlock even more power within Pronnel!
Quick Filters are pre-defined filter options in Pronnel that allow you to instantly apply commonly used filters, making it faster to view specific sets of data without repeating filter setups.
Regular filters are temporary and created for ad hoc use. Quick Filters, once saved, are reusable and appear in a dedicated dropdown for easy access.
The default Quick Filters include: Assigned To Me, Assigned By Me, Created By Me, My Starred, Trash, Waiting/Blocked on Me, and I Am Blocked/Waiting For.
Yes, you can create Quick Filters based on any filter criteria and save them for future use.
Apply your desired filter using the Filter button, then click the Save button next to Apply. Enter a name and set the visibility (Only Me or Shared), and save it as a Quick Filter.
All your saved Quick Filters appear in the dropdown next to the Filter button under “Board Filters.”
Yes. Go to the Settings menu (top right), select “Quick Filters,” and use the three-dot menu next to a filter to edit, rename, change permissions, or delete it.
Click the three dots next to a saved Quick Filter in the Settings > Quick Filters section, then choose “Edit” to change the criteria.
Yes. Use the “Settings” option from the three-dot menu to rename a filter or change its visibility permissions.
Yes. From the same three-dot menu in the Quick Filters Settings, click “Delete” to permanently remove a filter.
No, you can create as many Quick Filters as needed to organize your data efficiently.
Yes. While saving a Quick Filter, you can choose to make it visible only to yourself or share it with all board members.
Absolutely. Shared Quick Filters ensure consistency in how team members view and analyze data.
We recommend checking out the Filters Tutorial to get a solid foundation before creating Quick Filters.
Quick Filters eliminate repetitive steps, ensure consistent data views, and allow faster access to key information — making your workflow more efficient.