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Effective ways to filter your Trello board

Trello’s flexible layout and practical feature set make it a great product for managing large chunks of information in a variety of ways. Pretty soon, however, boards can get quite large with list after list of cards, and you need a way to effectively sort and filter the content so you can find what you need. This article is going to address a few ways you can use Trello’s built-in filtering features - labels, due dates, and assigned members - to effectively manage information, as well as the keyboard shortcuts that can make you a filtering pro. Let’s get started!

Searching Your Board

There are two options for searching available in Trello. In the top left corner you’ll see search box #1. This searches your entire Trello account - every board you are a member of will return results if they have ones that match your criteria. But there’s another search box in the Menu panel inside each board. Click Show Menu, and then Filter Cards, or you can simply tap F from your board view. This keyboard shortcut takes you directly to the Filter Cards option, with your cursor active in search box #2. This box searches the titles of the cards on your current board only. You can search for more than one item through here by separating each keyword with a comma, too, which is a nifty and not oft-mentioned feature.

0c5225a8548127da2b9716f9dd1cc71d.gif

Here I'm tapping F, which opens the Filter Cards pane in the Menu panel.

How can this be helpful? Here are a few ways:

  • ASAP - Here’s a simple one! In your task management board, simply put ASAP in a card title and search for it each morning to knock a few priority tasks out of the way.
  • Find cards with coworkers’ names - Sometimes you don’t want to assign someone a card because they don’t have to do anything with it - it’s just relevant to them. Such an example would be a marketer updating a co-worker on the status of their latest email campaign for that co-worker’s upcoming event. Searching by a coworker’s name makes it easy to find all of the cards relevant to but not assigned to that person.

Using Labels

Labels are those little colored bands you see on the front of cards. On the back of cards, they turn into taller bands with the name of the label on top of the color. There are 10 colored labels (including black) and one pale gray “invisible” label. Colored labels always show on the front of a card, while the invisible label does not - though it still behaves like a label in every other way. You can filter your board by labels through the Filter Cards option in the Menu.

0f39a90859fb78bef11690d620fad1ad.gif

Labels can be used to sort or pare down a board in a variety of ways:

  • Sorting tasks by context - Use filters for different task contexts (a la GTD®), and easily hide all but the context from which you’re currently working.
  • Filter book collection by genre - Use Trello to track your To Read list? Filter genres by using labels to identify them, and then find which book to read next by filtering only the label of the genre you’re in the mood for.
  • Sort tasks by importance - Use labels to designate different levels of importance, and then filter out all but the most important when you need to.

Using Due Dates

Due dates are super useful for setting deadlines, scheduling tasks, and bringing things to your attention on certain dates. You can use due dates with or without the Calendar Power-Up; with effective filtering, you can make do without the Power-Up and save that slot for something else you may need more.

screenshot.png

The Filtering menu lets you filter by a variety of upcoming due times, as well as whether the card is overdue or whether or not its due date is marked complete. Let’s take a look at what you might use this for!

  • Task due dates - This one’s probably obvious. Set due dates for cards, and from the filter menu quickly see what’s overdue, due today, later this week, and more.
  • Quickly find all due tasks - Want a quick way to find all of your cards with assigned due dates? Simply choose “not marked as complete” from the filter menu and all you’ll see are cards with dates assigned to them.

Assigning Cards

Assigning cards is one of my favorite features in Trello, and it can be handy in a variety of ways. Tapping Q while in a board quickly filters out all that aren’t assigned to you, leaving you with a board filled with just your cards. You can also do this from the Menu panel.

a8bb901d3d97eeb2f4106033744a06d4.gif

Here I'm tapping Q, which toggles showing just the cards assigned to me.

Here are some tips and tricks to getting the most out of assigning cards:

  • Assign self to all cards with due dates - If you use Trello to manage your personal tasks, you probably don’t assign yourself to cards very often. Get in the habit of assigning yourself to all cards with due dates, however. Then a simple visit to your Cards page (accessed by clicking your name in the top right corner and then clicking “Cards”) will give you an overview of all of your deadlines across multiple boards, sortable by due date and by board.
  • Schedule who’s responsible for meals - Living with family or a roommate? Meal plan in Trello, and assign whomever is responsible for making the meal to the card. Then quickly see just the meals you’re responsible for by pressing Q while viewing the board.

Keyboard Shortcuts

So, now we’ve learned a wide variety of ways large Trello boards can be refined and filtered down to usable, bite-sized chunks. To top it off, there are quite a few keyboard shortcuts that can make the process even faster! We have covered some of these already, but for consistency’s sake I’ve included them again below:

  • Access the Filter menu/search the board: F
  • Assign label: L (gives small menu) and numbers 1-10 (to assign specific colors; 1 is green, 2 is yellow, etc.)
  • Assign due dates: D
  • Assign self to card: Spacebar; Assign others: A (gives small menu)

Using these keyboard shortcuts you can fly across your boards, assigning and labelling and searching like a pro.

- - - - - - - - - -

With effective filtering methods in place, boards with hundreds of cards across dozens of lists become manageable and practical, all without having to sacrifice information or pruning to keep from going crazy. How do you use filters? What are some of your favorite ways to narrow down your bigger boards?

 

Want more? Browse the Trello collection or ask a question about Trello.

29 comments

Erica Moss
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 4, 2017

Such a great list, Devon — thanks for being so awesome, always!

Keith Tatley May 10, 2017

I'd like to be able to filter results by checklist items that have not been marked as done.

Because if I combine with with an @ mention search, I can find what checklist items allocated to a specific person are not yet complete.

The situation is we make frequent use of checklists on Trello cards. But the checklist has got different people responsible for different items on the checklist.

Maarten Cautreels
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May 15, 2017

I loooooove shortcuts. Thanks for this article, really helped me forward!

toddsherman
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June 26, 2017

This list rocks. I just read about the new Butler Power Up. It sounds like Butler will add some nice features:

"Sort cards by name, due date, time in list, votes, labels or value of a custom field."

Monique vdB
Community Manager
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July 12, 2017

My Trello board now looks like this and it makes me very happy:

Screen Shot 2017-07-11 at 11.50.33 AM.png

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Sven Wagner August 28, 2017

Great tips and tricks especially for those new to Trello. Thank you @Devon Henderson!

Owen Jones
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September 8, 2017

I click on my initials to show the cards I need to work on but when i work on any card the moment I exit the card the list returns to the board relevant to that card and not to my nicely filtered list of boards and cards. Is there a way around this?

Maxime Laurenty
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September 14, 2017

Some great tips and shortcuts here ! @Devon Henderson

I am looking for a filter to get not only the cards I am a member of, but to get all the cards I have subscribed to. Is there a way to do this ?

We separate being a member and subscribing in order to know who's responsible for a task (=member) and who wants to be kept updated (=simple subscribe), so I  can't join all cards I subscribe to.

Monique vdB
Community Manager
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September 29, 2017

@Maxime Laurenty and @Owen Jones you can always create a new Trello question for anything you may want to ask -- or @Matthew N may be able to help!

But for anyone else... ask a Trello question by clicking here and you should get a response.

Semi Kefi [demicon GmbH]
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January 21, 2018

Hello @Devon Henderson,

really good article! More needed... :-)

Chee Yuen Chan
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April 15, 2018

We need a filter for LISTS!

Jodi LeBlanc
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April 16, 2018

Some golden nuggets shared here - thank you for sharing!

Stefaan Quackels
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May 17, 2018

Awesome post. Thx @Devon Henderson!

鄭一七
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August 15, 2018

I know this way,but why I can't find a  easy way to hide  my boards in my project?

just like setting a [watch now]

let me can set [hide now] boards!

if my project1,have 3 boards,ABC,I just want to watch AC boards,I can hide B boards now!

it will be more easy to use! 

pls! Thx!

Deleted user September 13, 2018

Great for cutting down on the clutter of a large project.

Ian Campbell March 3, 2019

I agree with Chee's bold request for a filter for Lists. I would like to be able to group comments and replies in a List and in a Card too.

Eric Standlee August 23, 2019

Good to know

Brittany Joiner
Community Leader
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September 9, 2019

I have found filtering trello boards to be EXTREMELY helpful because i like to keep as many things in one board as possible, but also realize it can get overwhelming when there's too much going on. So it's nice to be able to toggle on and off what i want to see. Using "members" and "due dates" filters have been extremely helpful for me. 

Also sorting cards can be really useful (although not exactly part of filtering, still a useful way to organize a board with lots of content on it!)

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Devon Henderson
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September 10, 2019

@Brittany Joiner Yes!!! I'm the same. One board, tons of information that can be whittled down with a click or two. Boom boom boom! 

(I just realized I may need to update this article as it's now called "Search Cards" and not "Filter Cards"... time to add a Trello card to my to do list ;) )

Like Brittany Joiner likes this
Brittany Joiner
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September 10, 2019

@Devon Henderson threw me off so much when that changed!! I was like "where is my filter?!" and then realized it had just merged with search 

Michelle Rau HP
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October 4, 2019

I use filtering when I am plotting out a novel and I want to see all the scenes with a certain character in them. Over the course of a novel, a character has their own "story arc," i.e. they grow, learn or change in some way. Filtering by character lets me see if my character is fulfilling their story arc as the overall story progresses.

I'd like to use "assignee" for each character, as I'm running out of room on a card for all the metadata each scene has, but that means setting up a name and email address for each one, doesn't it?

Eric Standlee October 16, 2019

Custom fields power up! Not assign.

Emily Koch
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
February 6, 2020

Thanks for this article! 

Like # people like this
Bill Finnegan
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April 26, 2020

I don't see where to turn on sorting or filtering by label I :-(

Brittany Joiner
Community Leader
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April 27, 2020

@Bill Finnegan You should be able to go to to your board, and click "Show Menu" on the top right. 

Then click "Search Cards"

image.png

From there you should be able to see the labels and click the ones you want included in your filter!

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