There are multiple boards that rely on specific filters to generate cards for a process. For example, the Lease Renewal process is reliant on Leases that expire within 120 days. The lease remains the source of truth and the cards that copy over act as tasks going through a process.
In this article, you will learn how to:
- Set up Board Filters
- Copy cards to a board
How to Set Up a Board Filter
In Aptly, you can save filters as a way to copy cards over to another board. A filter works to pinpoint the exact cards that need to go through a particular process.
From the Board view, click on the View button in the top right of the stages.
- Click on +Add Filter Segment at the bottom of the menu.
- Name the Filter Segment.
- Select the field.
- Select the criteria. Optional: Add additional filter criteria.
- Click Save.
You’ll see the view on your Board.
How to Copy Cards to a Board
To start a process, you’ll need a source for the cards. One source is to copy cards from another board. For example, in Lease Renewals, we look at leases expiring within 120 days so that we can get owner approval to renew. Then, when the owner approves, the card moves to the approved leases stage to get copied over to the Renter Renewals Board. We can do this by adding a Create a Card Rule in Card Sources. You’ll first need a filter set up on the originating board.
On the board, click on Card Sources in the left Board Settings Menu.
- Choose Aptly Board or Location.
- Click on New Create Card Rule.
- Complete each part of the rule.
New cards will start to populate the board if they meet the filter requirements on the connected board.
If Archived
This setting has several options to consider. It’s important to think about the purpose of your board. This will help you decide what to do if archived cards exist on the board.
Option | Description |
How to Manually Copy a Card to Another Board
There are times when you only need to copy one card to another board. You can do this manually on the board.
On the card, click on the 3 dots. Then, click Copy to Board. Select the board.
