You asked, we listened! You can now filter cards on your SiftLine boards by:
Task Status
Task Assignee
Record Assignee
Filters within your SiftLine boards helps you and your team save time and prioritize deals. Just click the Filters option located towards the top right of your SiftLine board.
Filtering by Task Status
The SiftLine filter for Task Status allows you to prioritize deals that have overdue tasks, or focus on what is due today.
You can filter tasks by:
Due today - any tasks that are due today and assigned to records on the board
Overdue - any overdue tasks
To Do - any tasks due in the future
Due Date - select a specific date or date range
Fixed will filter by that set date you choose.
Since can be used if you want to filter starting with a specific date up until today.
Prior to allows you select a date prior to:
Today
Yesterday
Week
Month
Quarter
Year
Date (a set date you select on the calendar)
Filtering by Task assigned to
When filtering by Task assigned to, you'll see results for cards that have tasks assigned to the user you choose. Here you can choose yourself (me), or active users in your account. You can select multiple users to filter to at once.
Filtering by Property assigned to
The Property assigned to filter will filter cards on the board by the property record assignee. Here you can select yourself (me), another active team member, or multiple users.
Need more help with SiftLine Boards?
Check out Unlock the Power of Your REISift Account for more details on the default boards.
See SiftLine Overview for how to manage or create your own boards.