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Planview Customer Success Center

Board filters

           

NOTE

This feature is in Beta  / Controlled Availability. To request early access, contact your Customer Success Manager. Planview, at its own discretion, reserve the right to accept or reject a customer request to enable a feature that is in Beta / Controlled Availability (i.e. “Beta software”) state. If a customer’s request is approved,  an addendum to the Planview agreement will be required prior to the enablement of the feature in the customer environment, to address legal terms related to the use of Beta software.

           

Using the board filters, you specify the data to be included on the board. For example, the board could include data from one project, multiple projects, or from a particular component of a portfolio. You can include data for a specific time period, such as a sprint, for a specific team, or across multiple products.

Board filters are applied to all data in the board, which includes the Roadmap, Card view, Grid. Only the Owner and Editor can edit board filters.

Editing a board filter

  1. Click Boards.
  2. In the boards list, click the ellipsis … > Settings.
  3. Click the Filters tab.
  4. Specify the filter criteria by selecting the options. The following field types are supported:
    • Date
    • Picklist
    • Multi-picklist
    • Dependent picklist
    • Text
    • Toggle
    • Reference to Object
    • URL
    • Currency
    • Percentage
    • Duration

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Best Practices

To improve the performance of a board, reduce the amount of data that is included in a board by setting ate filters and state filters. For example, set filters that hide items that are completed, or show only overdue items. You can change the time period or choose to always show all data.

Entity Filters
Project

Due date is before this year (overdue this year)

Start date is In the Following month

State is NOT completed

Portfolio

End date is before this year (overdue this year)

Start date is In the Following month

State is NOT completed

Tasks

Due date is before this month (overdue)

Start date is In the Following month

State is NOT completed

Cases

Due date is before this month (overdue)

Start date is In the Following month

State is NOT closed