> For the complete documentation index, see [llms.txt](https://docs.labii.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.labii.com/widgets/dashboard-widgets/productivity/shortcut/filters.md).

# Filters

## Specs

| Label                     | Value                         |
| ------------------------- | ----------------------------- |
| **Version**               | 0.1.0 (updated on 2022-09-05) |
| **Developer**             | Labii Inc.                    |
| **Type**                  | Dashboard                     |
| **Support Configuration** | No                            |

## Overview

The Filters widget provides a dashboard-level shortcut for managing saved filters and tracking how many records match each one. It helps laboratory teams keep priority queues visible without repeatedly navigating into table list views. By combining quick filter management actions with count visibility, this widget supports faster triage, review, and follow-up workflows on personal or shared dashboards.

## Use Cases

* **Task prioritization**: Track the number of pending tasks using saved task filters.
* **Signature workflow monitoring**: Verify how many experiments are waiting for review or signature.
* **Queue management**: Keep high-priority request, sample, or issue queues visible from the dashboard.
* **Team operations dashboards**: Share a common filter list and count snapshot for daily stand-up reviews.
* **Exception tracking**: Monitor filters for overdue items, failed checks, or records requiring escalation.

## Configuration

The Filters widget does not use a separate configuration panel. Filter setup and maintenance are performed directly in the widget interface.

### Initial Setup

{% stepper %}
{% step %}
Navigate to the dashboard where you want to add the widget.
{% endstep %}

{% step %}
Click **Add Widget** and select **Filters** from the dashboard widget catalog.
{% endstep %}

{% step %}
Save the widget to place it on the dashboard.
{% endstep %}

{% step %}
Click **Add filter** to start adding table-filter pairs.
{% endstep %}
{% endstepper %}

### Required Settings

* **None**: The widget does not require pre-configuration fields.

### Optional Settings

* **None**: Widget content is driven by the filters you add within the widget.

{% hint style="info" %}
Use concise, clearly named filters in your tables so widget entries are easy to identify and action on during dashboard review.
{% endhint %}

## Readonly View

Dashboard widgets are designed for quick visibility and interaction in dashboard context.

### Display Features

* **Filter list**: Displays added filters as dashboard entries.
* **Count visibility**: Shows matching record counts for each filter.
* **Action controls**: Provides quick controls for editing, deleting, and reordering filter entries.
* **Persistent queue view**: Keeps operational filter counts visible without leaving the dashboard.

### Interactive Features

* **Add filter**: Create a new filter entry by selecting a table and one of its saved filters.
* **Edit filter**: Update an existing entry if table or filter selection changes.
* **Delete filter**: Remove entries that are no longer needed.
* **Reorder filter**: Drag and drop to arrange entries by priority.

### Add filter

To add a new filter, click **Add filter**. In the pop-up window, select a table and then choose a filter.

### Edit filter

Click the **edit** icon next to a filter to edit the filter.

### Delete filter

Click the **delete** icon next to a filter to delete a filter

### Reorder filter

Drag and drop the filter to the preferred position. The order will automatically be updated.

{% hint style="info" %}
The widget is read-oriented for dashboard use, but supports lightweight management actions so teams can keep the list current.
{% endhint %}

## Edit View

The edit view is not supported for this widget.

## Additional Functions

### Filter Queue Curation

Use add, edit, delete, and reorder actions to keep the dashboard list focused on the queues that matter most for current operations.

### Priority Ordering

Drag-and-drop ordering lets teams place critical filters (for example overdue or approval-pending) at the top for faster daily review.

### Cross-Table Monitoring

A single Filters widget can include filters from different tables, giving teams a compact multi-queue snapshot in one dashboard tile.

## Best Practices

### Dashboard Design

* Place the Filters widget near the top of operational dashboards used for daily queue review.
* Keep the list concise and focused on action-oriented filters.
* Pair it with [Links](/widgets/dashboard-widgets/productivity/shortcut/links.md) for one-click navigation into key list views.

### Filter Management

* Use consistent naming conventions for saved filters so widget entries are self-explanatory.
* Retire or replace stale filters when workflows change.
* Validate that each filter still returns meaningful records after table schema updates.

### Operational Use

* Put highest-priority filters first and reorder periodically as team priorities shift.
* Use shared dashboards so teams align around the same queue definitions.
* Review counts during stand-ups to identify bottlenecks early.

## Related Widgets

* [Links](/widgets/dashboard-widgets/productivity/shortcut/links.md): Add direct links to list views or records that teams open after reviewing filter counts.