Applying Filters - Issue Panel

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Last updated: Aug 20, 2024 by Svitlana Samotis
4 min read

You can filter issues on the issue panel in the Planner module by different criteria.

Quick Filters

Quick Filters provide the possibility to select multiple items in a dropdown list.  If no specific items are chosen in the multi-select drop-down filter, all issues that belong to this filter will be displayed.

If no filters are applied or only the Resolution filter, issues that were updated within the last 30 days will be displayed.

Hierarchy of filtered issues

If an issue (epic, story, task, etc.)  has related issues or sub-tasks, they will be displayed with the "+/-" icon.

Issues will be loaded on-demand only when a hierarchy level is expanded, or they will be hidden when a hierarchy level is collapsed. 

Filter by Assignee

In case a user wants to only see the issues assigned to a specific team or team member, he/she should select the required assignee from the Filters  → Assignee multi-select drop-down list. 

The available options are: 

  • Me - All (links)

  • All

  • by Team

  • by People

    • Unassigned

Once the filter option is set, the system will show only the set of JIRA tickets that are assigned to a particular team.     

Filter by Schedule

To filter by schedule, select the required filter option from the Filters → Schedule multi-select drop-down list. The available options are: 

  • Scheduled Tickets

  • Non-Scheduled Tickets

  • Due Soon Tickets 

  • Overdue Tickets.

E.g., if Scheduled Tickets are selected, the system will show only the tickets that are already planned or scheduled.

You can assign a work item (JIRA ticket) to a person and then apply the filter at Filters → Schedule. Now you should see the newly assigned work item. 

If the person with a newly assigned ticket belongs to multiple teams, and if you apply another Filter by Assignee option (e.g., Development Team), along with Filter by Schedule, then you’ll see that the newly assigned work of that person is there as well.

You can combine multiple different filters.

For example, select Team from Filters → Assignee drop-down, and Non-Scheduled Tickets from Filters → Schedule drop-down. The user should see all the issues including JIRA tickets that are not yet scheduled to the development team. 

You can also Filter by Due Soon Tickets which corresponds to all JIRA tickets that have a due date within the next five days, or Overdue Tickets which missed the due date or were scheduled in the past and are not resolved yet. 

Three main categories of tickets are considered overdue:

  1. Tickets that have Due Date missed;

  2. Tickets that are open and not resolved yet, but that were scheduled in the past (last week/month/year etc.);

  3. Tickets that were scheduled after the due date

Filter by Project

To filter by project, select the required project from the Filters → Project drop-down list.

Filter by Resolution

To filter tickets based on resolution, select the required resolution to filter from the Filters → Resolution multi-select drop-down list.

→ The system will collect all the possible resolution options available in JIRA system. You will also get custom resolutions that will appear based on JIRA tickets. 

Filter by Status

To filter by status, select the status from the Filters → Status drop-down list. 

Filter by Issue Type

To filter by the issue type, select the type of the issue from the Filters → Type drop-down list.

Days off, vacations, and sick leaves will always appear on the timeline, regardless of any filters applied.

Filtering works by displaying issues/events that fully meet specific criteria. Bookings, placeholders, and notes will only be visible if the correct 'Type', 'Assignee', or 'Project' filter is applied and will not show up if, for example, the resolution filter or version filter is applied.

Agile Filters

Filter by Board and Filter by Sprint

If a customer uses JIRA software, there is a possibility to filter by JIRA Agile Board and Sprint.

In the Filters tab →  Agile Filters section, select the board and sprint options from the respective drop-down lists. 

JIRA Filters

If a user has any filters saved in JIRA, he/she can filter the issues in ActivityTimeline by selecting the corresponding filter.

Filters are dependent on who is currently logged into the system. So different users might see different filters.

Applying Filters to Timelines

One can apply filters from the left Issues panel → Filters to the right Timeline panel. To have a timeline apply of all the set filters, a user has to:

  1. Go to Filters in the left panel 

  2. Select filtering criteria

  3. Switch on Apply Filters to Timelines option.

The system will apply filters to the timelines in the dashboard.

If a user switches off the option Apply Filters to Timelines, all tickets and events are returned and are visible on the timeline.

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