How do I use filters?

How do I use filters?


Filters are keywords that you allow you efficiently sort and search files.

Using Filters in the Template Gallery:

  1. Open the Filter menu

  2. OR/AND toggle (show templates with any of the following filter tags/ only show templates with all of the following filter tags)

  3. Select your search Filters




Using Filters in the Asset Galleries:

  1. Open the Filter menu

  2. OR/AND toggle (show assets with any of the following filter tags/ only show assets with all of the following filter tags)

  3. Select your search Filters 



    • Related Articles

    • How do I setup asset configuration tabs and categories?

      It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Asset Configuration will set up the search features in Assets > View Assets page. How ...

    • How do I add a search filter to one or more assets?

      To tag an asset with a filter, go to “Setup” > “Asset Management” > “Templates”. Use the button in the upper right-hand corner of the menu to put your gallery into "list" view. Next, select the assets that you want to tag.  Click on the vertical ...

    • Implementing Color-Based Categorization for Assigned Filters

      Introduction: This guide provides a detailed explanation of how to implement color-based categorization for assigned filters. This feature enhances the visibility and management of filters by assigning specific colors to different types of filters, ...

    • How do I access the Asset Template gallery?

      As an MSP Advantage, MarketNow Concierge or IT Advantage client, you have access to pre-created content in your account that you can customize on your own, or work with support to utilize. This article details how you can find these ready-made assets ...

    • How do I add a search filter to a single asset or template?

      Filters are keywords that you can attach to files to allow you to sort and search through them more efficiently. Navigate the to template you'd wish to add a filter to by going through the Setup drop-down, and selecting the type of template for which ...