How to Filter Data

As a user in your company utilizing Brinkee, it is crucial to efficiently manage and analyze data. Filtering data plays a pivotal role in this process, enabling you to focus on specific subsets of information based on defined criteria. This documentation will guide you through the steps of filtering data within Brinkee, ensuring that you can access the most relevant and pertinent information for your tasks.


Step 1: Navigate to a List View

For this example, we will use the “All Tasks” list, located under the “Tasks” dropdown in Brinkee. Take note that this applies to all records in the system.

Step 2: Locate and Click on “Filter”

Above the column headers in the list view, you will find the “Filter” option. Click on it to initiate the filtering process.

Step 3: Use the Three Dropdowns

Once the “Filter” option is selected, three dropdown menus will appear. These dropdowns allow you to define specific criteria for filtering.

Step 4: Define Filtering Criteria

For example, suppose you want to filter “Records” where the condition “is” “In Progress.” Select the appropriate options in the dropdown menus to match your criteria.

Step 5: Execute the Filter

After defining your filtering criteria, click on the green rounded button titled “Execute.” This action applies the filter, and only data that meets the specified conditions will be displayed.

Step 6: Review Filtered Data

The data presented in the list view will now adhere to the filtering criteria you have set. This ensures that you are viewing and working with information that is directly relevant to your needs.