Many Aptly boards rely on filters to identify and copy specific cards into a workflow. Filters help automate processes by defining exactly which cards move between boards — keeping your data accurate and your team organized.

For example:

• The Lease Renewals board depends on leases expiring within 120 days.
• The Accounts Receivable board might pull leases with an outstanding balance.
• The Owner Onboarding board could track new properties after a signed management agreements on the Owner Leads board.

In each case, the original record (such as a lease) remains the source of truth, while the copied cards act as tasks that move through your operational process.

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Setting Up a Board Filter

Filters are the foundation of how cards flow into your boards. By creating one, you’re telling Aptly which cards should be copied and tracked for a specific process.

To set up a filter:

1. From your board, click Filter.
2. At the bottom of the menu, select + Add Filter.
3. Give your filter a name.
4. Choose the field you want to filter by (for example, “Lease End Date”).
5. Define the criteria (for example, “ends within the next 120 days”).
6. Optionally, add more fields and criteria if you want to narrow the results further.
7. Click Save.

Once saved, you’ll see the filtered view on your board.