Filtering Cards in Ontraccr: Assigned User, Project, Client, and More
🔍 Filtering Cards in Ontraccr: Assigned User, Project, Client, and More
Overview
Ontraccr Boards include a powerful Filter tool that lets you drill down into specific cards based on user assignments, links, client info, and more. It’s ideal for finding what matters most in boards with dozens (or hundreds) of cards.
🎯 Why Use Filters?
Use filters to:
- View only your assigned cards
- See cards for a specific project, client, or user
- Narrow the board down by custom field values
- Create focused views for different roles or responsibilities
🧩 How to Filter Cards
- Open a board.
- Click the red Filter icon near the top-right of the board view.
- Choose the filter category (under ‘Link’).
- Select your criteria (e.g., “Assigned User = Noah”).
- Click Apply at the bottom.
✅ The board will now only show cards that match your selected filters.
🔧 Available Filter Options
| Filter Type | What It Does |
|---|---|
| Assigned Users | Show only cards assigned to one or more users |
| Linked Items | Filter by linked projects, clients, equipment, users, or materials |
| Customer Details | Filter by custom fields like Client Name |
| Status | Show cards in specific columns (e.g., only “Pending” or “Needs Approval”) |
| Division | Filter cards based on division (if used) |
| Any Custom Field | Filter by field values from your board’s card design (e.g., Job Type, Value, City, etc.) |
✅ Example Use Cases
| Use Case | Filter Example |
|---|---|
| PM wants to view only their jobs | Assigned User = “John Smith” |
| Estimator needs to find open bids for “Client A” | Customer Details > Client Name = “Client A” |
| HR wants to find all candidates in “Interview Scheduled” | Status = “Interview Scheduled” |
| Technician needs to see only cards linked to Equipment X | Linked Item = “Equipment X” |
🧠 Tips & Edge Cases
- Filters stack — you can combine multiple filter types to narrow things even further
- Card views will only show matching results — to clear the view, click “Clear Filters”
- Filters persist while you're on the board, but reset when you navigate away
- Use filters in Timeline View or List View to build quick reports or overviews