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Contents:

Table of Contents

Introduction

Excerpt

Thanks to Quick filters, you can narrow down the data you display with predefined JQL (Jira Query Language) statements. This feature provides great flexibility as you can focus exactly on what you need at the moment. For example, you take a closer look at any resource and their workload or only display the tasks assigned to a particular team, version, Epic, or Milestone to get a high-level overview of what's going on.

Quick filters are displayed in the header just below the links in the following modules:

  • Gantt

  • Scope

  • Board

  • Resources

  • Risks

  • Calendar

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Once the filters are defined, you can apply them by selecting the filter with the picker in the header. After activating the filter, you'll see an orange dot next to the button. You can select multiple filters and use the "AND" and "OR" operators to combine your queries and create advanced search strings. Click on the check box to switch the filter on, or, if you've added a filter to your favorites, select the name of the filter in the header.

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Filters are applied

Per module

When you activate a filter, it applies only to the module you are currently in

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Filters are active per user - when you activate the filters other users are not affected. Only your view is changed. 

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ClearingQuickFilters
ClearingQuickFilters
Clear Quick Filters

To clear all Quick filters, click the orange dot. 

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Info

With Quick Filters enabled, a logged-in user might not be able to see search results if the JQL filter that defines the scope of the Box is not shared with this user. To learn how to share Jira filters, follow this linkcheck the related Jira documentation entry.

Info

When a task is a parent and does not fit the JQL query, while at the same time, its children do fit the JQL filter, the parent task will be shaded out - just like when using the Search box.

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Jira filters can be found under Issues > Manage filters filters

Change filter permissions if needed.

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importfromajiraboard
importfromajiraboard
Quick filters imported from a Jira Board

If you want to import multiple filters at the same time you can use the Import from Jira Board option. This will allow you to import a set of filters. 

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  1. Select a board from a drop-down.

  2. Select the filters:

    1. you can check the box at the top to select all filters

    2. manually select each filter

    3. use the search function to find the filters you are interested in

  3. Click Import to finish the process.
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    Selecting Jira Boards in the Import Quick Filters windowImage Added

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Change the order of Quick Filters

A Box admin can change the order in which the Quick Filters are listed in the drop-down. 

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