Shared guide

How to filter items

Step-by-step guide covering: Click the BoardLeads section; Click the Filter option; Click the Owner is Jane D filter; Click the Save as new view button.

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Step-by-step Guide4 steps

  1. Click the BoardLeads section

    This action opens the BoardLeads area where you can manage and view leads effectively. You will find tools to track and organize your leads within this section.

    Click the BoardLeads section
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  2. Click the Filter option

    This action opens the filtering settings, allowing you to narrow down your leads based on specific criteria or attributes.

    Click the Filter option
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  3. Click the Owner is Jane D filter

    This action filters the displayed tasks to show only those assigned to Jane D, helping you manage and view tasks relevant to that specific owner.

    Click the Owner is Jane D filter
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  4. Click the Save as new view button

    This action allows you to preserve the current filters and layout as a new custom view for future use in the Leads section.

    Click the Save as new view button
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