In StoryChief you can create multiple Boards views. This can help you get a better overview of certain projects, keep track of deadlines and see what your colleagues are working on. Creating saved Boards views can also help keep your team aligned and help the collaboration process (learn more).
Start creating filtered views
Step 1. Go to your Boards and go to the filters at the top of your lists. Here are all the possible filters listed.
a. Title: This filter allows you to display items from specific types: Article, Social post, Event or Campaign.
b. Tag: This filter lets you display the tasks from a certain column.
c. Status: Tasks are displayed with the following statuses:
Not started - created but not started yet.
In progress - work in progress.
Done - task is finished.
d. Due date: Assign a due date to a task so the collaborators can make time for this in their calendars.
e. Collaborator: Filter by a user in your StoryChief account. More info. That way you can make a Board per user.
f. Campaign: Display specific campaigns and the items that are assigned to them. More info
g. Client workspace: This filter lets you link client workspaces, to have an overview of the main workspace while maintaining a clear focus in the client workspaces. When clicking on the name of the workspace in a task, you'll be redirected to the Boards overview in that account.
Step 2. Use the filters to create a certain task view. After applying filters, a blue 'Save filters'-button appears. Click this to save the filter combination.
Step 3. Give your task view a name to easily find it back and then click on 'Save new segment'.
Your new view is now available in the sidebar, just a click away.
🎉 You're done, grab a coffee, you deserve it!
Check out the next steps below for more in-depth guides or follow-up actions.