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SKIP AHEAD TO: How to check and uncheck Filters |
Learn how to use Filters and all the features available. Make sure you have the Chrome Extension installed and are logging in to Spekit to begin.
What are Filters?
Filters are tools that help you narrow down and organize information, making it easier to find exactly what you're looking for. In the context of Spekit, filters allow you to refine your search by specifying certain criteria, such as content type, topics, experts, or date ranges.
Instead of scrolling through all your content, you can apply filters to quickly locate relevant items, saving time and improving efficiency. For example, you can:
- View content created within a specific timeframe.
- Find items shared externally or assigned to certain experts.
- Focus on Salesforce-related content, such as fields or objects.
Filters are a powerful way to manage and locate information in a large dataset, ensuring you can access the right resources whenever you need them.
What Filters are available?
Spekit offers a comprehensive set of filters to help you locate, organize, and manage your content efficiently. Here's an in-depth look at the filter options available to customize your search experience:
Content Type
Easily narrow down your search by filtering content based on its type or source.
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Content Types: Spek, PDF, Presentation, Spreadsheet, and/or Document
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Sources: Uploaded directly to Spekit and/or synced from Google Drive or SharePoint
Topics
Organizing and locating content by Topics is simple with these flexible options:
- Select one or more Topics to refine your search.
- Use the search bar to quickly find a specific Topic.
- Identify content that hasn’t been assigned to any Topic, ensuring that nothing is overlooked.
Expert
Gain clarity on who is responsible for each piece of content:
- Filter by the expert assigned to the content.
- Use the toggle to locate content that currently doesn’t have an expert assigned, allowing you to manage responsibilities effectively.
Share Permissions
Find content based on its accessibility and sharing settings:
- Internal-only content: Locate resources restricted to internal use.
- Externally shareable content: Identify materials that are set to be shared outside your organization.
Custom Fields
Filter content using team-defined attributes to streamline discovery:
- Custom Field values: Locate resources tagged with specific attributes, such as Industry or Funnel Stage.
- Filter by Custom Field criteria: Identify materials that meet particular criteria, such as Contains all or Is not empty.
Created Date
The "Created Date" filter allows you to refine your search to content added within a specific timeframe.
- Set a start date and an end date to pinpoint when content was first introduced to Spekit.
- Ideal for tracking newly created content or conducting historical reviews.
Last Edited Date
Similar to the Created Date filter, this option allows you to focus on when content was last updated.
- Select a start date and an end date to find content recently modified.
- Useful for reviewing updates or monitoring recent activity.
Status
Manage your view based on the current state of your content:
- The default view now displays Documented content.
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Toggle to explore other statuses:
- Documented/Undocumented content: Identify which resources are fully documented or require additional details.
- Hidden content: Locate resources marked as hidden for review or updates.
Salesforce Filters
For users leveraging Salesforce data within Spekit, these advanced filters provide detailed options to refine your search:
- Spek Type: Filter by Salesforce-related categories such as field, object, or picklist.
- Field Type: Select specific types of Salesforce fields to narrow down your content.
- Last Edited Date (SFDC): Identify Salesforce-related content updated within a chosen timeframe by setting a start date and an end date.
These filters are designed to streamline access to Salesforce-specific resources, making it easier to find and manage data relevant to your workflows.
How to check and uncheck Filters
Instructions for the Spekit Web App
1.) Click Content on the left navigation bar.
2.) Click the funnel icon.
3.) In the Filter bar, click the empty box to the left to either select or deselect a Filter. If a checkmark is next to a Filter, that Filter has been selected and will be applied.
4.) Click the Apply Filters button.
Instructions for the Spekit Chrome Extension
1.) Click Library.
2.) Click to view a Topic.
3.) Click the Filter (#) button.
4.) Click the blue circle to the left to either select or deselect a filter. If there is a checkmark next to a Filter, that Filter has been selected and will be applied.
5.) Click the Apply Filters button.
How to select or deselect Filters
Some Filters will have to be selected: Topics, Experts, & Field Type.
Instructions for the Spekit Web App
1.) Click Content on the left navigation bar.
2.) Click the funnel icon.
3.) Click the Filter dropdown you want to select or deselect and choose the relevant option.
- If the dropdown does not have a Filter selected, it will state “Select a Topic” or “Type to Search”.
4.) Click the Apply Filters button.
Instructions for the Spekit Chrome Extension
1.) Click Library.
2.) Click to view a Topic.
3.) Click the Filter (#) button.
4.) Click the Filter dropdown you want to select or deselect.
- If the dropdown does not have a Filter selected, it will state “Select a Topic” or “Type to Search”.
5.) Click the Apply Filters button.
How to clear Filters
Instructions for the Spekit Web App
1.) Click Content on the left navigation bar.
2.) Click the funnel icon.
3.) Click the Clear All button.
Instructions for the Spekit Chrome Extension
1.) Click Library.
2.) Click to view a Topic.
3.) Click the text Filter (#) button.
4.) Click the Clear X button at the top right of the screen. This will clear all of the Filters.