📘 Setting Up Persistent Custom Filters

🎯 Objective

Configure personal filters to view exclusively your own Jobs and Clients, keeping these settings persistent even after closing the application.

This configuration is fundamental at the beginning of work because:

✅ Exclusive view - See only your Jobs and Clients

✅ Total control - Monitor your work progress

✅ Focus - Not distracted by other team members' work

✅ Efficiency - Save time in daily management

📋 PART 1: Personal Filters on JOBS

For a complete setup, it's necessary to apply filters to both viewing modes (Board and List) of the JOB page

A) BOARD View

1. Access the Job section -> From home, select Job
2. Open filters
   • Click on Filters (in Board view)
3. Configure the Owner filter
   • Select "Job Owner"
   • Enter your own name in the field
4. Apply the filter
   • Click on "Add Filter"
   • Click on "Apply"
5. Save the filter (Optional): The filter will remain applied even if not saved, but in list view you can also save it and if necessary, share it with colleagues.

• Click on the gear icon on the filter line (right side of the page),
• Select "Save as New"
• Define a short title for the filter
• Choose whether to make the filter shared with colleagues within Manatal.
• Click "Save"

B) LIST View

1. Change view -> Switch from Board mode to List mode
2. Open filters
   • Click on "List Filters"
   • Select "Add Condition"
3. Configure the Owner filter
   • Select "Job Owner"
   • Enter your own name
4. Apply the filter
   • Click on "Add Filter"
   • Click on "Apply"

👥 PART 2: Personal Filters on CLIENTS

For a complete setup, it's necessary to apply filters to both viewing modes (Board and List) of the Client page

A) LIST View

1. Change view
   • Click on "List" to switch to list view
2. Open filters
   • Click on "Filters"
   • Select "Add Condition"
3. Configure the Owner filter
   • Select "Client Owner"
   • Enter your own name
4. Apply the filter
   • Click on "Add Filter"
   • Click on "Apply"
5. Save the filter (Optional): The filter will remain applied even if not saved, but in list view you can also save it and if necessary, share it with colleagues.

• Click on the gear icon on the filter line (right side of the page),
• Select "Save as New"
• Define a short title for the filter
• Choose whether to make the filter shared with colleagues within Manatal.
• Click "Save"

B) BOARD View

1. Access the Clients section-> Navigate to the Clients section
2. Open filters
   • Click on "Filter" (located at the bottom center of the page)
3. Configure the Owner filter
   • Select "Owner"
   • Enter your own name
4. Apply the filter
   • Confirm to view exclusively your own clients

✅ Persistence Verification

The filters are now permanent and will remain active even when:

• You reload the page
• You close and reopen the application
• You navigate between different sections

🔧 Troubleshooting

If filters are no longer available:

• Repeat the complete procedure for both views (Board and List)
• This will restore persistent saving