Sort, filter, label, and manage Proposals

Short summary

Use sorting, filters, labels, and the right-click menu to organize Proposals in a Proposal board without opening each Proposal.

When to use this feature

Use this when you want to:

• Find a Proposal by title, recipient, company, or address
• Filter a board by Team members, Labels, Time in board, or Active in
• Sort Proposals by date or title
• Add, remove, or rename Labels
• Quickly access Proposal actions from the right-click menu

Step-by-step instructions

1. In the Business Portal, go to Menu → Workspaces → open documents

1. To filter the board:

   - Use the search field with placeholder "Proposal title, recipient name, company name or address".

   - Select options under "Team members", "Labels", "Time in board", or "Active in".

   - A red dot appears when a filter is active.

1. To sort the board, open sort dialog and choose:

   - "Newest first"

   - "Oldest first"

   - "Proposal title"

1. To add or remove Labels from a Proposal, right-click the Proposal and go to "Control" → "Settings" → "Labels".

!Screenshot: Manage Labels

1. In the "Labels" dialog, select or clear the checkbox next to each Label.

1. To rename a Label, click the edit icon next to the Label, enter the new name, and {{missing_data}}.

1. If the Proposal already has at least one Label, you can also manage Labels from the Proposal header by clicking the plus button.

1. To expand Labels in the Proposal header, click a Label. The Labels expand only on the current Proposal.

1. To switch a Stage between Proposal count and Proposal sums, click the count at the top of the Stage.

   - Click once to show the total value of Proposals.

   - Click again to return to the Proposal count.

1. To use the right-click menu, right-click a Proposal and choose an available action, such as "Edit proposal", "Preview", "Share", "Add comment", "Copy", "Archived", "Make template", "Delete", or "About".

1. To view the owner from the Proposal dialog, click the owner icon in the Proposal header.

Notes & limitations

• Filters are saved per Team Member and per board across sessions.
• Sorting is saved per Team Member and per board across sessions.
• The default sort is "Newest first".
• Empty search means no search filter is active.
• No selected Team members or Labels means no filter is applied for that section.
• "Time in board" and "Active in" default to anytime.
• Labels use six predefined colors.
• Label names are board-level. Renaming a Label applies across all Proposals in that board.
• Proposal sums are available only on Proposal boards.
• Proposal sums use the Company default currency.
• "Change owner" is visible only to an Admin.
• "Delete" is available only in the Draft Stage.

Troubleshooting

Q: Why do I see a red dot on the filter?

A: A filter is active on the board.

Q: Why can’t I see "Change owner"?

A: "Change owner" is visible only to an Admin.

Q: Why can’t I see "Delete"?

A: "Delete" is available only in the Draft Stage.

Q: Why did a renamed Label change on other Proposals?

A: Label names are shared across the board. Renaming a Label updates it everywhere in that board.

Q: Why do I only see a few Team members or Labels in the filter?

A: The filter shows the top three first. Use "Show all" to view the full list.