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Search and filter the list of people

If you're a user administrator looking for information on creating and editing users, check out this support area.

  

How do I search the list of users?

Use the search box to look up users based on their email, username, or name.

NOTE: Inactive users are not included on this list by default. If you're looking for an inactive user, adjust the filters to include that status (as described below).

 

How can I filter the list of users?

1) Location filters

The People page includes a Location sidebar along the left side. This allows you to filter the list of people by Location. If you don’t select any Locations, the entire organization will be included by default.

Pro Tip: To select multiple locations, hold down the ctrl key while clicking on each location.

To select multiple locations in a range, hold the shift key while clicking on the first and last location.

  • Use the search box to find a specific location.

  • Click 2018-04-06_1446.png next to the "Search Locations" field to:

    • Filter results by Level Types. Once you've chosen your first Level Type, a new icon - 2018-02-22_1246.png - will appear. Click this icon to quickly select all Locations of that Type.

    • Check the box next to "Location & Below" to display users in the locations you selected and all locations nested below them. Uncheck this option to display only users from the locations you selected.

Locations_filter.jpg

 

  • Click 2018-04-11_1346_001.png to view the whole organization in the location sidebar.

  • Click 2018-04-11_1346_002.png to display only the top levels of your organization.

Collapse_expand.jpg

 

  • Click 2018-04-11_1357.png to deselect all locations - this button will appear next to the "Search Locations" field once you have selected at least one Location.

Clear_locations.jpg

 

  • Click in the bottom right corner of the Location sidebar  to collapse the sidebar. Click  on the collapsed sidebar to expand it.

 

2) Advanced Filters

To use the advanced filters:

  • Click 2018-04-06_1451.png in the top right corner of the People page.

  • In the resulting drop-down menu, click 2018-04-06_1452.png.

Filter_list_of_users.jpg

 

  • In the resulting window
    • Select any combination of user attribute filters.

    • If you want to add this filtered list to a Board, check the box next to "Add to Board" in the bottom right corner of the "Filter Users" window. 

      Two new fields will appear in place of the checkbox.

      • Enter the name of the new Card in the "Card Name" field.

      • Select to which Board this Card should be added in the "Choose Board" field. NOTE: Only Boards to which you have permission to add Cards are available to you in this field.

    • Or if you want to create a new custom list accessible from the People page's quick filter, check the box next to "Create New List" in the bottom right corner of the "Filter Users" window.

      One new field will appear in the place of the checkbox.

      • Enter the name of the new custom list in the "Name Your List" field.

  • Click 2018-04-11_1350.png.

 

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