As you and your team add more checklists, your list can become difficult to manage. Filtering and sorting options can help you narrow down the list and access the checklist with ease.

How to Filter Checklist   #

1. Log in to the web app.
2. Select “Checklist” from the left-hand menu.
3. Click on “Filter” at the top right to open a modal window with filter parameters.
4. Filter based on the following criteria:
   Category of checklist: The category in which the checklist is mapped.
   Status of the checklist: Helps filter “Published” and “Draft” checklists.
   Group/user assigned: Allows you to select multiple groups and users.
   Created by: Filters checklists based on the user who created them.
5. Click “Apply” once you’ve selected the items to filter by. This action refreshes the list to display only the checklists within your specified filters.
6. You can repeat from step 4 to stack multiple filters and narrow down your list even further, or click “Clear” on existing filters to remove and start again.

Note:

The filters and sorting orders you apply will stay in place for that session only. For example, if you navigate between pages or log out and log in, the filter will be automatically cleared.