Eliminate endless scrolling. Use advanced filtering to pinpoint the exact resources, experts, and deal-specific data you need to move deals forward.
📌 Quick-Jump Topics
- 1. What are Filters?
- 2. The Filter Dictionary
- 3. Platform-Specific Workflows
- 4. Clearing & Resetting Your View
1. What are Filters?
Filters are a powerful governance and discovery tool that allows you to refine your entire Spekit library by specific metadata. Instead of searching broadly, you can narrow your focus to find technical IDs, external-facing collateral, or recently updated process changes in seconds.
Time-Based
View content created in specific windows.
Governance
Identify content missing an assigned expert.
CRM Specific
Filter for Salesforce objects or field types.
Sharing Status
Find items approved for external sharing.
2. The Filter Directory
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:
| Category | Available Criteria & Actions |
| Content Type & Source |
Types: Spek, PDF, Presentation, Spreadsheet, Document. Sources: Uploaded directly or synced (Google Drive, SharePoint, Confluence). |
| Topics | Select one or more Topics or find "Unassigned" content to ensure no resources are overlooked. |
| Expert | Filter by the assigned owner or locate content with no expert assigned for accountability audits. |
| Share Permissions | Switch between Internal-only and Externally shareable materials. |
| Custom Fields | Filter by team-defined attributes like Industry, Funnel Stage, or specific criteria (e.g., "is not empty") |
| Timeline (Dates) | Pinpoint content based on Created Date or Last Edited Date within specific start and end dates. |
| Status | View Documented, Undocumented, or Hidden content. |
| Salesforce Advanced | Filter by Spek Type (Field, Object, Picklist), specific Field Type, or SFDC Last Edited Date. |
3. Platform-Specific Workflows
🌐 Spekit Web App
- Click Team Hub → Content.
- Click the Funnel Icon in the top right.
- Select or deselect boxes (a checkmark means the filter is active).
- For Topics/Experts, use the dropdown menus to search and select.
- Click Apply Filters.
📍 Chrome Extension
- Open the sidebar and Click to view a Topic.
- Click the Filter button.
- Click the Blue Circle next to your chosen criteria.
- Select specific items from dropdowns if prompted.
- Click Apply Filters.
4. Clearing & Resetting Your View
🌐 Spekit Web App
- Click Team Hub → Content.
- Click the Funnel Icon in the top right.
- Click the Clear All button.
📍 Chrome Extension
- Open the sidebar and Click to view a Topic.
- Click the Filter button.
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Click the Clear X button at the top right of the screen. This will clear all of the Filters.