How to Use Quick Filters in Pronnel

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!

Understanding Quick Filters

Quick filters help to switch between different data sets quickly without the hassle of reapplying filters every time.

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:

  • Assigned To Me
  • Assigned By Me
  • Created By Me
  • My Starred
  • Trash
  • Waiting/Blocked on Me
  • I Am Blocked/Waiting For

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.

Creating and Using Quick Filters

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.

  • Steps to Create Quick Filters:

    Follow these steps to create a Quick Filter:

    1. 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".

      No of Pre defined standard filters to choose from.

Saving Filters as Quick Filters:

After defining your filter criteria, follow these steps to save it as a Quick Filter:

  1. Click the Save button located to the left of the Apply button.

    Set the filter criteria and save it using the appropriate option.
  2. In the popup window, enter a name for your filter. Choose the visibility setting:

    • Only Me: The filter will be visible only to you.
    • Shared: The filter will be visible to all board members.

    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.

    New saved filter is now accessible via Quick Filters menu.
    Quick filter is visible and accessible in menu option.

Managing Quick Filters

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.

How to Access Quick Filter Management:

To manage your Quick Filters, follow these steps:

  1. Click on the Settings icon located at the top right of the board.
  2. Select the Quick Filters option from the menu.
  3. Here, you’ll see a list of all existing Quick Filters. You can also add a new one—similar to the process explained earlier.
  4. To manage an existing Quick Filter, click the three-dot menu () next to the filter name.
View of the Quick Filter menu inside the Settings sidebar in Pronnel.

Available Options:

  • Settings: Change the name of the Quick Filter or update its visibility permissions (Only Me or Shared).
  • Edit: Update the filter criteria used within the Quick Filter.
  • Delete: Permanently remove the Quick Filter from the list.

These options give you full control over maintaining your Quick Filters in a way that best supports your workflow.

Quick filter settings menu showing options for editing, deleting, and changing settings.

Benefits of Quick Filters

Quick Filters offer several advantages to streamline your data analysis process:

  1. Time Efficiency:

    Save time by quickly applying pre-defined filters without recreating them each time.

  2. Customization:

    You can save as many filters as needed, allowing you to tailor your data analysis experience.

  3. Consistency:

    Ensure consistent data views by reusing filters whenever necessary.

Conclusion:

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!

FAQs -

What are Quick Filters in 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.

How are Quick Filters different from regular filters?

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.

What default Quick Filters are available?

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.

Can I create my own Quick Filters?

Yes, you can create Quick Filters based on any filter criteria and save them for future use.

How do I create a new Quick Filter?

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.

Where can I find the Quick Filters I've created?

All your saved Quick Filters appear in the dropdown next to the Filter button under “Board Filters.”

Can I manage existing Quick 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.

How do I edit a saved Quick Filter?

Click the three dots next to a saved Quick Filter in the Settings > Quick Filters section, then choose “Edit” to change the criteria.

Can I change the name or visibility of a Quick Filter?

Yes. Use the “Settings” option from the three-dot menu to rename a filter or change its visibility permissions.

Can I delete a Quick Filter?

Yes. From the same three-dot menu in the Quick Filters Settings, click “Delete” to permanently remove a filter.

Is there a limit to how many Quick Filters I can create?

No, you can create as many Quick Filters as needed to organize your data efficiently.

Are Quick Filters shareable?

Yes. While saving a Quick Filter, you can choose to make it visible only to yourself or share it with all board members.

Do Quick Filters help with team collaboration?

Absolutely. Shared Quick Filters ensure consistency in how team members view and analyze data.

What if I'm new to using filters in Pronnel?

We recommend checking out the Filters Tutorial to get a solid foundation before creating Quick Filters.

How can Quick Filters improve my workflow?

Quick Filters eliminate repetitive steps, ensure consistent data views, and allow faster access to key information — making your workflow more efficient.