Configure Default Sorting/Grouping/Filtering

Create your own filtered and customized views for Status Boards and Task Boards. Take it a step further and then use these configurations to customize the Status Board Dashboard Stats views.

1. Go to the Admin Area
2. Expand Templates
3. Select Status Boards or Tasks
4. Click the Edit icon on the status board you want to modify
5. Scroll down to List View Settings
6. Select the edit icon next to All Items to adjust the built-in view
7. Select +Add View under Saved Views to create a custom view
8. Add a Name to the view
9. Update any Grid Column views; this is the column header view within the channel
10. Configure the Grouping and Sorting fields
11. Update the Filter by details;
    1. Select either show that all fields must match (displays matching on both values added - and) or that one field must match (displays any of the matching values or both)
    2. Select the Field name and Matching values (select all that apply to the view)
12. Click Save in the pop up window
13. Select Save
14. Select OK to confirm save