How to Streamline Your Workflow Using Status Filters in zipBoard
Managing project tasks can be overwhelming, with multiple moving parts and statuses to track. Whether handling completed tasks, ongoing reviews, or urgent assignments, efficiently filtering statuses can save time and improve project visibility.
With zipBoard’s status filters, you can focus on critical tasks, reduce distractions, and ensure nothing falls through the cracks. Here’s how to make the most of this powerful feature.
💡Why Status Filters Improve Team Efficiency
Without a clear filtering system, managing multiple projects can lead to confusion and delays. zipBoard's status filters help you:
✅ View only the tasks that matter, eliminating clutter.
✅ Improve accuracy in project tracking.
✅ Save time and ensure you stay on top of progress, bottlenecks, and approvals.
Effortless Task Management Across Industries
Whether you work in construction, design, eLearning, or web development, status filtering helps streamline workflows:
🏗️ AEC Teams: Enhance construction document control.
🎨 Design & Web Teams: Improve content collaboration.
📚 eLearning Teams: Organize and track content development.
No matter your industry, zipBoard’s status filters keep your workflow organized and your team aligned.
How to Use Status Filters in zipBoard
Access Your Project Dashboard
Log in to your zipBoard account and navigate to your project’s main dashboard.
Select the ‘Status’ Filter Option
In the task management section, locate the filter dropdown menu at the top of the tasks panel. Click on it to reveal the various status options.
Choose Your Desired Status
✔ Pending
✔ In Progress
✔ Completed
✔ Approved
You can also create custom statuses to match your workflow.
Refine Your View
You can combine multiple filters for an even more tailored view. For example, you can filter by task owner or priority in addition to status.
Apply the Filter
Once you’ve selected the statuses (and other filters, if applicable), click “Apply” to refresh the view. The tasks displayed will now match your criteria.
Monitor and Update
As you work, the status of tasks may change. You can update the status or adjust filters as necessary to stay aligned with the project’s progress.
🔑 The Key Benefits for Your Team and Projects
- Enhanced Focus: Quickly filter tasks and uploads based on their status, helping you focus on the most important items and track progress with ease.
- Improved Collaboration: Share filtered views with your team, ensuring everyone is on the same page regarding task statuses.
- Time Efficiency: Reduce time spent sifting through irrelevant tasks by focusing on those that need attention or are already completed.
Ready to Take Your Project Management to the Next Level?
Start filtering statuses today to gain better control over your projects. If you haven't tried this feature yet, we encourage you to explore its full potential with a 14-day free trial or book a demo with our team to see how it can streamline your workflows.