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How to use filters on Hellonext

Swathy
July 29, 2022

Filters options help you filter out all the posts that you've received, according to your needs. Hellonext have various options for this to help out the admins and members of the organization for making prioritisation extremely easy-peasy! 💁🏻‍♀️✨

We made it simple for you -

  1. Just log into your Hellonext profile, and head on over to your Dashboard.

  2. Here on the left sidebar panel, you will see the All Posts option.

  3. To filter all the posts you received, just click on the filter icon on the top right of your Dashboard like so:

You will be able to narrow down your search as per the filter you apply for your posts! Here's a brief run-down of each filter type:

  • Filter by Boards - This will allow to to filter your searches as per the different individual boards. Just click on your preferred board in the dropdown.

  • Filter by Status - By applying this filter, your posts will be sorted according to their status, i.e. whether they be in In Progress, In Review or Completed.

  • Filter by Tags - Should you have any tags added to your posts, you will be able to filter them out as per your tag name of choosing.

  • Filter by Submitters - This will help filter posts based on submitters.

  • Filter by Assignees - Choosing this filter will list out all your posts according to a particular assignee who is working on on them.

  • Filter by Time Period- This lists all the posts as per the period that you choose. You can set a from and a to date, define a timeline to filter posts.

  • Filter by Email domain - You will be able to choose a specific domain that your users have submitted their posts by.

  • Filter by Viewed - This will simply show those posts that have been viewed or have been left unveiled.

  • Filter by Votes - This will filter out those posts that have a specific vote count on them. This will help you to filter out posts according the range you have chosen for!


How to save filters?

There’s more to using filters on Hellonext. Every team would want a way of filtering out the data based on certain conditions like a time period or submitter details. This might turn out to be a frequent requirement when you need to analyse trends and develop your product.

Hellonext now allows you to simply apply the filters you need once and save them for repurposing. You can achieve this by

  • Choosing all the required filter items on your dashboard and click on Save view.

  • On the prompt to Create A New Saved Filter, you can add more filter items if needed.

  • Setup a name for the filter.

  • You can enable the Personal filter toggle if you want the filter view to be available only for you.

  • Once done, click on Save.


Where do I see all my saved filters?

You no longer have the hassle of choosing all the filter criteria ever again when needed. All you’d have to do is navigate to the SAVED FILTERS section over the left panel of your dashboard and choose the required filter from here.


How to mark a filter as your favorite?

The SAVED FILTERS section over the left panel of your dashboard, will have all your saved filters listed. You can simply click on the ⭐️ icon corresponding to the filter, to mark it as your favorite.

Once marked, favorites appear on the left pane and you can pull up results when needed just by choosing it.


What is a personal filter?

When you save a filter you can enable the personal filter toggle if you want the filter view to be available only for you. Your team members will not see this filter on the dashboard.


Can I edit a filter’s criteria once saved?

Yes, you can edit by

  • Choosing the required filter from the SAVED FILTERS section over the left panel of your dashboard,

  • Click on the filter icon on the top right corner.

  • You can either directly add the necessary filters, click on Edit view and click on Save.

    (or)

  • Click on Edit view, make the changes and then click on Save.

Try these out on your dashboard today and do feel free to reach out to us if any queries should arise! 😄

Enjoy Hellonext-ing! 🚀