Workflow automation
Filters + Settings in Tabidoo
Filters + settings in Tabidoo allow you to work with data exactly according to your current needs. Whether you are searching for a specific task, sales opportunity, record, or simply need to display only relevant information, properly configured filters significantly simplify everyday work inside the application.
Author Tabidoo
3 minutes to read
Tabidoo Academy
Filters + settings in Tabidoo allow you to work with data exactly according to your current needs. Whether you are searching for a specific task, sales opportunity, record, or simply need to display only relevant information, properly configured filters significantly simplify everyday work inside the application.
Instead of manually browsing through large tables, you can instantly display exactly the data you need at that moment.
How Does Filtering in Tabidoo Work?
In this video, we will walk through filtering in Tabidoo from basic search options all the way to more advanced combinations of conditions.
For example, we will cover:
- full-text search
- filtering by specific values
- combining multiple conditions
- working with logical operators
- customizing data views
- working with saved views
As a result, you will be able to work with data more efficiently while also navigating larger tables much faster.
Why Are Filters Important for Everyday Work?
Typically, every user needs to see a different part of the data. Some users focus on open tasks, others work with sales pipelines, deadlines, or records assigned to specific team members. That is exactly why filters are so useful – they allow you to display only relevant information without unnecessary data chaos.
In the video, we will demonstrate filtering with:
- open records
- specific deadlines
- user-based data
- selected record types
- combined conditions
Because the more precisely you can display your data, the faster your everyday work becomes.
How Do Views Work in Tabidoo?
The video also includes working with views and their configuration.
We will explain:
- saving views
- sharing views
- setting default views
- working with multiple views above the same dataset
Thanks to this, you can prepare your own workspace exactly according to your workflow or agenda. You configure it once – and next time, you simply open the prepared view and continue working.
How to Work With Advanced Filtering?
Additionally, we will also cover advanced filtering options and condition combinations.
This becomes especially useful when:
- working with larger datasets
- narrowing down results more precisely
- combining multiple filtering rules
- quickly changing perspectives on data
Therefore, filters are not only about searching. More importantly, they help you gain better control over your data while also speeding up work across the application.
What Will You Learn in This Video?
In this Tabidoo Academy video, you will learn:
- how filters + settings in Tabidoo work
- how to use full-text search effectively
- how to combine filters and conditions
- how to save and share views
- how to customize your own data views
- how to work more efficiently with larger amounts of records
If you want to gain better control over your data and adapt the application to your own way of working, filters and views will help you do exactly that.
💡 For a better viewing experience, we recommend turning on subtitles while watching the video.
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