Skip to main content

 

Planview Customer Success Center

Board filters

Using 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.

Viewing Board filters

Board Users will be able to understand what filters were applied by the Owner of the Board

clipboard_e7daef009d9586a7f2df921f8789898b4.png

Editing Board filters

  1. Log in as an Owner or Editor of the Board.
  2. Click Boards.
  3. In the boards list, click the ellipsis … > Settings.
  4. Click the Filters tab.
  5. 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

clipboard_ec85e54d3f7a61cf54a9175831bd88fea.png

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