Documentation Index

Fetch the complete documentation index at: https://help.loopiq.com/llms.txt

Use this file to discover all available pages before exploring further.

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Use Dashboards and Filters

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What this does

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Why this matters

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Steps to use dashboards effectively

1. Open the dashboard for the module you are working in.
2. Review the top-level metrics first.
3. Check whether the dashboard has filters such as:
   • time range
   • team
   • status
   • provider
   • item type
4. Apply one filter at a time.
5. Confirm how the metrics and charts change.
6. Use the filtered results to decide which list or board view you need next.

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Steps to use list and board filters effectively

1. Open the list or board view for the relevant module.
2. Apply the most important filter first.
   • usually team, status, assignee, or priority
3. Add a second filter only if it helps narrow the result meaningfully.
4. Review the filtered records.
5. Clear filters if the results look unexpectedly empty.

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Good filter habits

• check the current team context first
• avoid stacking too many filters at once
• refresh your view mentally after each filter change
• compare dashboard trends with the actual underlying list where needed

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What happens next

• identify work faster
• spot blockers and trends sooner
• avoid acting on the wrong team or time window