Share Filters

TaskRay Admins can share project, task, and board filters with Public Groups and Roles. In order to access the Sharing Settings option, you must have the TaskRay - Admin Access permission set assigned to you.

Share Board Filters

1. In the Work tab, in the left sidebar, hover over any custom Board Filter and click on the Pencil edit icon.
   
   
   Note: It is also possible to add Sharing Settings during new filter creation.
   
2. This will open the Board Filter Setup.
3. Click on the Sharing Settings link. 
   
4. Choose one of the following sharing options:
• Only I can see this filter
• All users can see this filter
• Share filter with group(s)
5. If Share filter with groups or roles is selected, search and Add Public Group or Role.
6. Click Save. The board filter will now be available to the selected audience. 
   

Share Project & Task Filters

1. In the Work tab, in the left sidebar, click on the + icon next to Board Filters.
2. Under Power Filter Options, select Project Filter or Task Filter.
3. Click into the field and select the project or task filter that you want to share and click on the Sharing Settings link.
4. Choose one of the following sharing options:
   • Only I can see this filter
   • All users can see this filter
   • Share filter with group(s)
5. If Share filter with groups or roles is selected, search and Add Public Group or Role.
6. Click Save. The filter will now be available to the selected audience.