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Filters & Sorting

As your boards grow with hundreds or thousands of rows, finding the right data quickly becomes essential. Copera Boards provide a powerful filtering, sorting, and grouping system that lets you slice through your data with precision, save your preferred views, and share them with your team.

Filtering Rows​

Filters let you narrow down the rows displayed in your board by defining conditions on one or more columns. Only rows that match all your conditions will appear.

Creating a Filter​

  1. Click the Filter button in the board toolbar.
  2. Select the column you want to filter on.
  3. Choose an operator (see below for available operators by field type).
  4. Enter or select the comparison value.
  5. The board updates instantly to show only matching rows.

Filter Operators by Field Type​

Copera provides operators tailored to each data type:

Field TypeAvailable Operators
Text / ParagraphEquals, Not Equal, Contains, Not Contains, Starts With, Ends With
Number / Money / DurationEquals, Not Equals, Greater Than (Min), Greater Than or Equal (Min Equals), Less Than (Max), Less Than or Equal (Max Equals), Includes, Not Includes
DateEquals, Not Equals, Before, After, Date Range, Today, Yesterday, Tomorrow, Current Week, Last Week, Next Week, Last 7 Days, Next 7 Days, Current Month, Last Month, Next Month
Status / Dropdown / LabelsEquals, Includes, Not Equal, Not Includes
CheckboxEquals (checked / unchecked)
UsersIncludes, Not Includes

Filter Groups with AND/OR Logic​

For complex queries, you can combine multiple conditions using logical operators:

  • AND (match all) -- All conditions must be true for a row to appear. This is the default behavior.
  • OR (match any) -- At least one condition must be true for a row to appear.

To switch between AND and OR, click the logic toggle between your filter conditions. You can nest filter groups to build sophisticated queries such as "Show me all tasks that are either High Priority OR Urgent, AND are assigned to me."

Sorting Rows​

Sorting arranges your rows in ascending or descending order based on one or more columns.

Single-Column Sort​

  1. Click the Sort button in the board toolbar.
  2. Select the column to sort by.
  3. Choose Ascending (A to Z, oldest to newest, smallest to largest) or Descending (Z to A, newest to oldest, largest to smallest).

Multi-Level Sorting​

Add multiple sort rules to break ties. For example, sort by Status first, then by Due Date within each status group. The first sort rule takes priority, with subsequent rules applied only when values are equal.

Grouping Rows​

Grouping organizes rows into collapsible sections based on the values in a selected column. This is especially useful for columns like Status, Assignee, or Priority.

  1. Click the Group button in the board toolbar.
  2. Select the column to group by.
  3. Rows are visually organized into labeled sections. Each section can be expanded or collapsed independently.

Grouping works alongside filters and sorting. You can filter your data, group the results, and sort within each group.

Saving Filter Presets​

Once you have configured a useful combination of filters, sorts, and groups, you can save it as a view to quickly switch back to it later. See Board Views for details on creating and managing saved views.

Each saved view preserves its own filter, sort, and group configuration, so different team members can work with the same board using different perspectives without affecting each other.

Sharing Filtered Views​

When you share a board link while a filtered view is active, the recipient sees the same filtered perspective. This makes it easy to direct a colleague to exactly the data they need -- for example, sharing a link that shows only overdue tasks assigned to a specific team.

Tips for Effective Filtering​

  • Start broad, then narrow down. Apply one filter at a time to understand how each condition affects your results.
  • Use date-relative operators like "This Week" or "Next 7 Days" for dashboards that stay current automatically.
  • Combine grouping with sorting to create organized views -- group by status, then sort by priority within each group.
  • Save frequently used filters as views so you can switch contexts quickly without reconfiguring each time.

Next Steps​

  • Learn how to save filters as permanent views in Board Views.
  • Explore Formulas to create computed columns that work alongside your filters.
  • Set up Automations that trigger when rows match specific filter conditions.