Grouping Criteria

Grouping Criteria helps you organize records in a kanban view by automatically sorting cards into group columns based on the value of a selected field. It provides the tools you need to view and manage data in layers without changing the underlying content, making your work more efficient and helping you accomplish tasks with ease. With Grouping Criteria, you can add a grouping basis, create new group columns, use option-type fields as the grouping basis, and see unmatched cards placed in an Ungrouped column. New cards are automatically assigned to the appropriate group, and each group column shows its card count. Whether you're reviewing categorized records or adjusting how cards are displayed in the current view, Grouping Criteria helps you stay productive and complete tasks efficiently. Choose the documentation below that best matches your needs to learn more.

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