Conditional coloring is a simple way to apply colors to cells based on specific criteria you establish, making it easy to visually highlight or distinguish data on your board. This article will discuss the fundamental principles of how conditional coloring functions on SalesTitan.io. Let’s dive in!
Note: You can access the conditional coloring attribute starting from the Standard plan or any higher subscription plan.
How to locate it
To access the conditional coloring tool, click on the three-dot menu at the top of your board and then select the paint tin icon, as shown below. This will open a menu where you can start selecting your conditions and colors.
Choose a color
Like groups and status labels, you can select the color for your conditional coloring feature, and there is a wide range of colors to choose from. You can choose a color that fits your criteria to accentuate your data.
Choose your conditions
Selecting your conditions is a straightforward process. Initially, determine whether you want to highlight a particular cell or an entire row (item). After that, choose the column from your board, specify the condition, and enter the corresponding value, which can be in text or numeric format. Once you press Enter, the formatting will take effect.
It is effortless to add or remove conditions. To add a condition, click “+ Add condition” at the bottom of the conditional coloring menu. To delete a condition, click on the “x” symbol to the right of the condition you want to remove.
Save to a new view
You can preserve your conditional coloring by setting your conditions and then selecting the “Save as new view” button in the menu’s upper right-hand corner.
When you add multiple conditions, all of them will be in effect, and there is no option to choose one or the other.
If you choose two conditions that overlap in terms of data, the final rule you apply will take precedence over the first one. For instance, if you add the subsequent rule:
And subsequently, if you add this additional regulation:
Your board will look like this:
For further questions, please visit our Knowledge Center. To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left. If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.