In signoffs, how can custom filters be added, and how do you remove custom filters that are not required?

In signoffs, how can custom filters be added, and how do you remove custom filters that are not required?


The filter for signoffs is available in the List View. Here, the user should apply the necessary filters and check whether the exact data is displayed as expected.



Afterward, click on the filter icon, give a name to the filter, and click the "Add New Report" button.



Then, the new custom filter will be created.



To remove the custom filter, click on the cross icon at the end of the custom filter name.






    • Related Articles

    • How to Clone and Create Signoffs in KTern?

      The "Clone and Create" feature in KTern helps reduce time by streamlining the creation of signoffs, ensuring unique signoffs are created while linking the Project Plan and GSI (Global Scope Items). This structured method ensures smooth signoff ...

    • How to Integrate DocuSign with KTern.AI ?

      Prerequisites : Before proceeding with this guide, ensure that you have a DocuSign developer account. You can acquire one by visiting the following URL: https://developers.docusign.com/ For the most up-to-date API pricing, please refer to this page: ...

    • How to Simplify Your Workflow by Cloning and Creating Signoffs in KTern?

      1. The "Clone and Create" feature in KTern helps reduce time by streamlining the creation of signoffs, ensuring unique signoffs are created while linking the Project Plan and GSI (Global Scope Items). This structured method ensures smooth signoff ...

    • How to Create Custom Boards, Create Tasks, and Manage Tasks in Custom Boards ?

      Custom Boards Custom Boards in KTern empower you to create personalized boards that are fully tailored to your unique project or business needs. These boards enable seamless tracking of tasks, issues, and tickets with unlimited customization options ...

    • How to Clone and Create Test Cases in KTern?

      The main use of “Clone and Create” is to create "test cases" by linking the project plan and GSI (Global Scope Items). This helps reduce the time spent on creating test cases with redundant names for each task. This feature allows you to create test ...