Core · Mobile
Search, Filters & Sorting
Search a list, narrow it with filters, sort the results, and save the views you use often. This walkthrough covers the phone layout.
Filters
Tap a filter, set its condition, and it applies as you make changes.
A filter without a value is a suggestion: tap it and set a condition to turn it active. The × on an active filter clears it, and Clear all resets the whole list. Filter adds any field that isn't suggested, custom fields and the Advanced builder included, and the search box suggests filters for what you type. The conditions themselves are the same as on desktop; the filter types section covers what each field can do. Swipe the editor down, tap outside it, or tap its × to close it; the list behind it is already filtered.
Sorting
Cards have no column headers, so sorting happens from the Sort button.
Tap Sort, pick a field and a direction, then tap Apply. Your phone keeps its own sort order, independent of your desktop.
Sharing a filtered list
Search, filters, and sort live in the page address, so a link opens the list already narrowed down.
Copy the address from the browser to send a teammate the same list you are looking at, or bookmark it to come back to it later.
What's next
Each list's own page covers the fields and workflows specific to it.
See Inventory for the item list's filters and export, Houses for finding projects by stage and market status, and Contacts & Categories for filtering people and categories.