Filtering

In screens where many items are displayed, there are several ways you can filter the items displayed to reduce the amount of data being loaded and displayed. The filtering you select is saved on a per-user basis and re-used the next time you open it (on the same or different browser/computer). Only the filters that make sense for each page will be available, but this section will outline the different types of filters and how to use them.

 

Available Filters

 

When filtering is available, you will normally see one or more of the following filters on the right side of the page:

 

Filtersenlarge screenshot

 

It contains the following filters:

  • By Area

    You can filter items assigned to specific areas. Use the CTRL key with the mouse to select and un-select multiple areas.

  • By Iteration

    You can filter for items assigned to specific iterations. As with areas, you can use the CTRL key to select multiple iterations. It is also possible to select iterations relative to the current date by using the Past/Current/Future buttons. For example if you select Current, you will not need to change the selected iteration(s) each time your project moves into next iteration - that will happen automatically for you.

  • By Status

  Filter by Statusenlarge screenshot

Statuses are organized into four groups:

  • New
  • In Progress
  • Done
  • Excluded

You can use the status groups to select multiple statuses at one time or expand a group and select specific statuses within it. If you add a new item to the grid its initial status gets selected and all work items with that status are retrieved. This is done to prevent any discrepancies between the grid data and applied filters.

  • By Tag
     You can filter by the tags applied to any item. There are three ways to filter by tag: select one from the drop down, type in the auto-complete box or choose tag from the list with all tags. That list shows if the tag is applied to the filter(1) and how many times it has been used(2) with the most frequently used tags on top. Applied tags can be removed either by clicking the tag from the list or by clicking the "x"(3) button after the name of the tag.

    Selecting multiple tags will show only those items that have each of the selected tags.

    Filter by Tagenlarge screenshot
  •  By Type
     On screens that show many different types of items in the same space, you can filter out items by types.  To filter by type use the checkboxes in the Filter by Type pane.
    type filterenlarge screenshot

Customizing the Grid

 

The grid views allow further refinements to filtering the data. The following grid settings will also be saved on a per-user basis and applied each time you open the screen:

  • Layout (shown/hidden columns, column widths, column order)
  • Filtering
  • Sorting
  • Grouping - grouping is only allowed in the  grid view and not the hierarchy view

 

Grid Filtering, Sorting and Groupingenlarge screenshot

 

In each area where filters can be applied, the orange filter icon reminds you that you have applied a filter.

The Search Box

The search box is yet another way information can be filtered out in order to find your item quickly.  Entering text in the search box will result in only those items with matching text in the name to be shown in the grid. Adding multiple terms separated by spaces in the search text box will further filter your items by looking for a match for every term entered.  Searching by a full id value is also available from search box.

Search Boxenlarge screenshot