With too many cards on the board, you may find it difficult to focus on specific cards. You can apply filters such as Resource or other attribute values to focus specific cards on the board.
You can use the Board Filter option on the side toolbar to view only selected cards based on Priority, Card Type, Size, Resource, Cycle Time Threshold and so on.
Click any attribute on the left pane of the Board Filter window, for example, Card Type, and drag any attribute value such as User Stories, Defects, and so on from the Available List to the Filter By pane.
You can also search the desired attribute value using the Search in Available List box, and then drag them to the Filter By panel.
The cards matching the selected attribute value will stay on the board and other cards can be hidden from the board until you remove the filter. Thus, the Priority, Class of Service, and Size attributes associated with a card can be used to filter cards to narrow down your focus on the progress of specific cards.
- You can also customize filter by selecting the “OR” or “AND” condition checkbox
Example: Filtering with AND condition for Resource A and Release R1, displays cards only with team member A and release R1. However, filtering with OR condition displays cards with team member A or release R1 or both.
- You can also reverse the selection by selecting the Enable Negative Filter options.
Note: Whatever attribute value you select and drag them from the Available List to the Filter By panel in the Board Filter page will exist in the Filter By panel across multiple sessions until you reset them.
You can save your filter preferences with a unique, custom name of your choice, and apply it every time you want to use the same filter preferences.
To save a filter, after you select the desired attribute values and drop them to the Filter criteria pane, enter a unique name in the Filter Name field, and then click the Save button.
You can also edit, rename, delete, or make a copy of existing filter by selecting the existing filter from the Filter Selected field, and then select the appropriate Filter Operations. For example, to rename an existing filter, first select that filter from the Filter Selected field, click the Rename button, enter the new name for the filter in the Filter Name field, and then click the Rename field.
Publishing Filter to the Users
As a Manager, after you create a filter and save it with a unique name, you can share that filter with your team members. When you share that filter with other resources, it will, by default, be applied to their Board and they will be able to see those cards that match with the applied filter criteria.
To share the filter with other members, after you save it, click the Publish To button, select the resources with whom you want to share the filter from the Publish Filter To list, and click Publish button.
Note: Only the users with the Manager role have the access to publish the filter.
To know more about the Publish Filter feature, see the following video:
When you are working with a large team, the focus of executives/managers is typically on any exceptions/blockers that might impact any deliverable and require their intervention. Even though ‘Blocked’ cards are highlighted prominently, there are many other exceptions that need focus. So you can select the ‘Exception’ filter on the board to view cards that are:-
- Blocked: – Cards that are blocked on the board and need attention.
- Unassigned: – Cards that are still waiting to be pulled or yet to be assigned to any team member.
- Overdue: – Cards that have already crossed the ‘Due date’ set for the card.
- Off-Estimates: –Cards that have already taken longer than the estimates defined.
Using the filter, you can view only those cards that are assigned to the team members associated with the team you select in the Filter. The Team is defined at the enterprise level where users are selected to be part of a team and the Team list displays these in the filter, provided any of the members of the team are assigned on your board. For example, if there are 15 teams at the enterprise level and members from only 4-5 teams have been invited on this board, only those teams will be displayed in the Filter list.
If the team members are removed or added to the team and these members are/were assigned on your board, the cards will be displayed with effect to the new team.
Filter Board on tags to enable focusing on cards related by way of a common theme, task, feature, etc. Ensure that you have added related tags to focus on specific cards.
To filter cards as per tags, click board menu on the toolbar and navigate to Cards >> All Cards. Enter the tag in the filter of the Tags column.
For PI & sprint attribute, you can select the whole PI or specific sprint under a PI, and drag them to the Filter By pane to retrieve the matching cards.
To remove the filter, in the Board Filter window, click Reset and Apply.
Filter the Swimlanes using the Lane filter attribute and view exactly those ones which you want to on the Work Board.
Cycle Time Threshold Filter
You can also filter cards based on the cycle time threshold that you have set for the particular columns. There are three set criteria for the Cycle Time Threshold filter:
- Exceeded Threshold 1: Any cards that exceed threshold1 but remains inside the range of threshold 1.
- Exceeded Threshold 2: Any cards that exceed threshold 2.
- Not Exceeded: Any cards that are inside the range of threshold 1.
You can filter cards to view specific cards in the List view (For example, from the Selected Board » Cards » User Stories) based on one or more card attributes values. For example, Current Owner.
Note: The attribute needs to be set to appear in the List view by your administrator.
To filter the list based on one or more attribute values, click the Filter button on the side toolbar. Now, type a text in the empty filter text boxes above the required column. For example, type any text in the text box above ‘Current Column’ to filter all User Stories in that Current Column. Wherever the filter column has a button, for example, Current Owner, it shows a drop-down list with attribute values on clicking. Click the required values to filter on one or more values. To hide the Filter list, click anywhere away from the list.
For example, you can filter user stories which are currently owned by Pranoti Ajgaonkar and Team Member 2 and lying in the ‘Develop’ Column.
You can filter card lists to show cards satisfying multiple search criteria:-
•To view list of cards with matching text, type multiple search strings (separated by commas) on the required filter box.
•To exclude search results containing the search string, prefix first search string with ~ (tilde symbol)
To reset the filter selection, click the filter text box and type new text and in the drop-down filter box, clear the old values and select new values. The list refreshes at real-time.
To hide the filter columns, click the Filter (Applied) icon on the toolbar.
To clear the filter, delete the text and clear the selection in the Filter lists.
When you return to the List view from any other view, the filter applied persists within the session, with the filter selection boxes visible showing the criteria.