How can I edit a filter?

Question

How can I edit a filter?

Answer

A filter can be edited directly from the board following these steps:

1. Go to the Kanban board;
2. Select (by adding or removing) the new filtering parameters;
3. Click on Save filter: select the filter that needs to be updated from the dropdown menu in Overwrite filter;
4. Click on Save to save the edits.

What if the filter is blocked?

If a filter is blocked, it cannot be edited and overwritten directly from the board.

In order to edit it, you need to go to Settings > Custom filters.

Only users with an admin role can edit a blocked filter from the Custom filters menu.

Once inside Custom filters menu, select the blocked filter () you need to edit.

Now, you can either: - unblock the filter, edit it in the kanban board (following the procedure presented above) and then block it again from the Custom filters menu; - edit the filtering criteria directly inside the Criteria.