Card View Filter

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I want to create a filter in card view to show only "Clients" with Tasks. The card view is showing all the clients even if they have no tasks.

I am sure this is easy for someone.

Would really help me.

I did a scrappy screen shot, redacted client information. as an example.

Thank you.


Best Answer

  • Genevieve P.
    Genevieve P. Employee
    Answer ✓
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    Hi @CarolD

    The Card View Lanes will be set up based on the Contacts that you have listed in the Column Properties for this column, regardless of if there are any rows associated with this contact or not.

    The way to "hide" Lanes (see here) that don't have any associated rows would be to use the "collapse lane" function and move them to the left of the screen, like so:


    So they appear here, instead:


    Keep in mind that they won't automatically expand once there are rows associated, so you would need to check and ensure all your collapsed lanes have (0), and manually expand any that then say (1), etc. Will this work for you?

    Cheers,

    Genevieve

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