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Version: 24.3

Using Filters in Digital.ai Agility

This artice explains how to use filters in Agility.

Overview

You can use filters to narrow or expand the list of items displayed in a page. This allows focus on all the required, important items. Filters are available is all the key Backlog pages of Digital.ai Agility such as Portfolio, Product Backlog, Release Backlog, Sprint Backlog, and so on.

Here's a sample Product Backlog with the Priority filter applied:

What You Can Do with Filters

In both grid and board views, you can do the following:

  • Select multiple values
  • Quickly add any available field and include multiple values for each field
  • Filter by more than one Owner, Team, or even Priority
  • Filter checkboxes, dates, and numbers
  • In number fields, use LESS THAN and GREATER THAN
  • In date fields, use BEFORE and AFTER, in addition to IS
  • Press the Enter key while typing in the Find filter field
  • Use the CTRL+SHIFT+F keyboard shortcut to invoke the filter options

Any filters apply at the top level of the project hierarchy. Filters that have been applied to the current view also display in the tree grids.

Do you regularly re-select filters and customize grids for multiple purposes? If so, try setting up My Views to easily switch between different views.

Applying Filters on Storyboard

Applying Filters on Testboard

Applying Filters to Grids

Applying Filters to a Portfolio Kanban Board

Applying Filters to the Portfolio Tree

Applying Filters to the Project Timeline

Applying Filters to Report

Applying Filters to Roadmap

Clearing Filters

Managing Custom Filters on the My Filters Page