Filter notes in boards

Use filters to organize your notes and create meaningful views.

Rick avatar
Written by Rick
Updated over a week ago

NEXT allows you to define multiple views by filtering notes based on the properties you assigned to them. This allows you to focus on just the content that you need at any point in time.

You can create conditions on single- and multi-select properties, as well as text properties. NEXT will provide you with helpful operations depending on the property type. Filter conditions can be combined either using "And" (all conditions must match) or "Or" (at least one condition must match).

The filter you define is attached to your view, so all your teammates will be able to see the filter in action when they use your view.

Define a filter

  1. Click on the "Filter" button in the header of a board (triangular icon)

  2. Click on "+ Add filter" to add a new condition

  3. Choose the property you'd like to filter, set an operator and choose a property value

  4. Click "Save" to apply the filter

Modifying an existing filter

  1. Click on the "Filter" button in the header of a board (triangular icon)

  2. Change the filter conditions and/or how the filters should be combined

  3. Click "Save" to apply the modified filter

☝️Note: to delete a filter, simply click the trashcan icon behind any applied filter.

Working with filtered views

A filtered view behaves similar to an unfiltered view, but it can create confusion when you create a new note in that view. NEXT tries to make the new note appear inside the filtered view, and will configure the properties to match the filter.


For example: If the view has a filter defined to only show notes with a Status of Completed, and you create a new note in that view, NEXT will automatically set the Status property to Completed.

This is not always possible and the new data may not appear in the filtered view. In particular NEXT will always aim to not "second guess" you:

  • When filtering and grouping on the same property, NEXT will retain the property value based on the group that you used to create the new note

Filter operations

The following operations are available for filters:

Property type

Operation

Example match

Example no match

Text

Is

Operand: "blue"
Property: "blue"

Operand: "blue"
Property: "blues"

Is not

Operand: "blue"
Property: "blues"

Operand: "blue"
Property: "blue"

Contains

Operand: "blue"
Property: "a blue shoe"

Operand: "blue"
Property: "a green shoe"

Does not contain

Operand: "blue"
Property: "a green shoe"

Operand: "blue"
Property: "a blue shoe"

Starts with

Operand: "blue"
Property: "blue-ish"

Operand: "blue"
Property: "lightblue"

Ends with

Operand: "blue"
Property: "lightblue"

Operand: "blue"
Property: "blue-ish"

Is empty

Property: ""

Property: "blue"

Is not empty

Property: "blue"

Property: ""

Single-select

Is

Operand: "blue"
Property: "blue"

Operand: "blue"
Property: "green"

Is not

Operand: "blue"
Property: "green"

Operand: "blue"
Property: "blue"

Is empty

Property: no value

Property: "blue"

Is not empty

Property: "blue"

Property: no value

Multi-select

Contains

Operand: "blue"
Property: "blue", "green"

Operand: "blue"
Property: "green", "red"

Does not contain

Operand: "blue"
Property: "green", "red"

Operand: "blue"
Property: "blue", "green"

Is empty

Property: no value

Property: "blue"

Is not empty

Property: "blue"

Property: no value

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