Getting Started

Filter Presets

Save and reuse your favourite dashboard filters for one-click access.

Updated 2026-03-15

2 min read

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Filter Presets#

Stop re-configuring the same filters every time. Save your most-used filter combinations as presets for one-click access.

Set up your filters on the dashboard (status, tags, groups, score range, etc.)

Click the "Save as Preset" button in the filter bar

Give it a name (e.g., "Critical Production Sites", "WordPress Clients")

Optionally add a description

Click Save

Presets appear as quick-access chips below the filter bar

Click any preset to instantly apply its filters

The active preset is highlighted so you always know which view you're using

Edit — Click the pencil icon to update filters or rename

Set as default — Make a preset load automatically when you open the dashboard

Delete — Remove presets you no longer need

Each team member has their own presets — they're personal

Combine with Groups for powerful organisation: Group by client, then preset by issue type

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