Saving and Reusing Board-Based Search Queries

Saving and Reusing Board-Based Search Queries
 

📌 Summary

Just like form queries, board-based search queries in Ontraccr can be saved and reused. This is ideal for teams that regularly filter boards for specific cards — such as active service requests, project tracking by customer, or cards in specific statuses.

💾 When to Save a Board Query

Use a saved query when:

• You frequently filter the same card design and board(s)
• You want quick access to results for weekly or daily reviews
• You want consistent views for common tracking workflows (e.g. overdue tickets, awarded projects, lost bids)

🛠 How to Save a Board Query

1. Open the Boards tab in the Advanced Search panel
2. Click Open Search
3. Click the Edit icon (🖉) at the top of the slider panel
4. Name your query (e.g., "Awarded Projects – Q3 2025")
5. Click Save
6. Finish setting your filter conditions and run the query

The saved query now includes both:

• The query name
• The filter settings you configured

🔁 How to Reuse a Saved Board Query

1. Go to the Boards tab
2. At the top of the page, click the “Select a Query” dropdown
3. Choose any previously saved board search

The system will:

• Auto-fill all saved conditions
• Immediately run the query
• Display results grouped by board and stage

🧯 Notes

• Board queries are saved separately from form queries
• Saved searches only appear in the context (tab) they were created
• Saved queries are useful across all boards using the same card template