New Feature Alert! Some of the features mentioned in this article are part of the March 2019 Release and will be available in Sandboxes and on the AppExchange on February 23rd. Existing customers will be automatically upgraded to the version of TaskRay containing these features on March 16th.
You can edit your custom board, project, and task filters.
Edit Board Filters
Note: It is not possible to edit the TaskRay standard board filters.
- In the All Work tab, in the left sidebar, hover over the custom Board Filter that you want to edit and click on the Pencil edit icon that appears.
- This will open up the Board Filter Setup. Edit the board filter criteria as needed.
Tip: It is also possible to edit individual project or task filters within Board Filter Setup. - Click Save.
Edit Project & Task Filters
You can also edit individual project and task filters. Keep in mind, when you edit project or task filters, any board filters that are using them would be adjusted as well to reflect the changes.
- In the All Work tab, in the left sidebar, click on the + icon next to Board Filters.
- Under Power Filter Options, select the Project Filter or the Task Filter that you want to edit.
- Click into the field and select the project or task filter that you want to edit and adjust its criteria as needed. Click Apply to save the new filter criteria.
- Once you make the changes, you will see the following options:
- Update existing filter - selecting this option will overwrite the existing filter and keep the filter name.
- Create new filter - selecting this option will replace the existing filter with a new one, but will not overwrite it. With this selection, it will be necessary to name the new project filter.
- Click Save.
Tip: It is also possible to edit individual project or task filters within Board Filter Setup. To do this, locate the board filter that contains the project or task filter that you want to edit, open Board Filter Setup, click on either the project or task filter, and make necessary edits.
