Skip to end of banner
Go to start of banner

Favorite filters and other

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 9 Current »

Contents:


There are more filters to help you find your favorite Boxes or settings in a glimpse. You can find Favourite filters in different modules, such as the Overview, Gantt, and Risk modules, or module-specific filters in the Overview and Resources modules. 

Overview module

In the Overview module, two additional filters are available (in addition to the standard cross-module filters). 

Filter by (columns)

You can filter data using active columns.

The filtering option highlighted in the Overview moduleThe chosen filtering conditions are displayedAvailable filtering option

Available column data types to filter

You can filter the following column data types:

Column data type

Field

Status

"Status"

Number

e.g., "Actual Cost”, "Budget"

Estimation

e.g., "Original Estimate (Tasks)", "Time Spent (Tasks)"

Date

e.g., "Start Date”, "End Date”, "Created Date”, "Closed Date".

String

e.g., "Period mode”, "Scope Type”, "Sequentiality”, and "Inactive For".

User

"Leader"

Entity Key

"ID"

Built-in Icon

"Icon"

Box Type Value

"Type"

Time Tracking

"Time Tracking (Tasks)"

Adjust available filtering options

Adjust a column view - Add columns to enable the use of their values for filtering.

Combine filters

You can combine filters using more than one column value (only boxes that meet all selected conditions are shown). 

Favorites 

The App allows users to add Boxes to their favorites, regardless of their security role. There are three ways to add a Box to your favorites:

app element

preview

Overview module (hierarchy mode)

Favourite projects marked with stars in the Overview module

Overview module (Kanban mode)

Favourite projects marked with stars in the Overview module

Box switcher

Favourite boxes marked in the box switcher

Gantt module

Filter by (columns)

You can filter tasks by the properties of built-in column (not native external tool columns), regardless of the column view.

The available filtering option:

  • Actual Cost

  • Assignee

  • Baseline End date

  • Baseline Start date

  • Duration Calendar Days

  • Duration Working Days

  • End date

  • Estimated Cost

  • Milestone

  • Original Estimate

  • Progress

  • Remaining Estimate

  • Risk consequence

  • Risk probability

  • Scheduling mode

  • Start date

  • Status, Story points

  • Team

  • Time spent.

The filtering covers all the tas types: Jira issues, basic tasks, sprints versions etc.

Check the Concept of a field page for more information on built-in and native external tool fields.

gantt-filters.png

Resources module

Filter by (columns)

You can filter tasks by the properties of built-in column (not native external tool columns), regardless of the column view.

The available filtering option:

  • Actual Cost

  • Assignee

  • Baseline End date

  • Baseline Start date

  • Duration Calendar Days

  • Duration Working Days

  • End date

  • Estimated Cost

  • Milestone

  • Original Estimate

  • Progress

  • Remaining Estimate

  • Risk consequence

  • Risk probability

  • Scheduling mode

  • Start date

  • Status, Story points

  • Team

  • Time spent.

The filtering covers all the tas types: Jira issues, basic tasks, sprints versions etc.

Check the Concept of a field page for more information on built-in and native external tool fields.

resources-filters.png

  • No labels