Filtering issues
It can be easy to lose focus when you're planning work across multiple projects, releases, and teams. By filtering the issues that display in your plan, you can focus your attention on the scope you're interested in.
Sample plan with the projects filter applied
The following filters are available to use:
| Filter | Description |
|---|---|
| Issue details | Filter issues by entering either the issue key or issue summary. You can also enter multiple issue keys and issue summaries, to filter for multiple issues faster. Use a comma or semicolon to separate the issue keys and issue summaries. |
| Releases | Choose the relevant releases from the ones included in the plan. Note that when you filter the issues in your plan using releases, the release icons in your plan will also be filtered. To quickly filter for issues that don't have any releases, choose No release. |
| Teams | Choose the relevant teams from the ones existing in the plan. To quickly filter for issues that are not assigned to any teams, choose No team. |
| Assignees | Choose the relevant assignees to filter for issues that are assigned to these users. The available users can come from either the users that belong to the teams in the plan, or from users who may be assigned to any issue in the plan. To quickly filter for issues that are not assigned to any teams, choose Unassigned. |
| Sprints | Choose the relevant sprints from the board issue sources configured for the plan. The sprints are grouped together by their associated teams. You can also quickly filter for issues that are assigned to all completed sprints, or all active sprints, or all future sprints, all external sprints (if any), or no sprint at all. |
| Projects | Choose the relevant projects from the project issue sources configured for the plan. Note that only the releases related to the filtered projects will be displayed in the timeline, letting you focus on only the relevant project releases. |
| Issue sources | Choose the relevant issue sources from the ones configured for the plan. |
| Issue types | Choose the relevant issue types from the ones available in the plan. |
| Components | Choose the relevant components from the ones being used by the issues in the plan. |
| Labels | Choose the relevant labels from the ones being used by the issues in the plan. To quickly filter for issues that don't have any labels, choose No label. |
| Dependencies | Choose which issues with dependencies to display, using any of the following:
As an option, you can choose to include the dependency chain of a specific issue. This effectively filters both the direct dependencies and indirect dependencies of the issue.
As an alternative, if you're viewing the dependencies of an issue from its dependency badge, click the filter by dependencies link for the issue. The corresponding dependent issues will be displayed in the roadmap view. See Managing dependencies to know more about dependencies. |
| Statuses | Choose the relevant statuses of the issues that you want to see in the plan. You can also filter for issues that are not saved in Jira just yet under the To do status category. |
| Warnings | Choose to display only the issues that have warnings in the plan. Hover over the warning icons beside the filtered issues to know what the warnings are for, and how to fix these accordingly. |
| Show full hierarchy | As an optional setting, choose to display the full hierarchy of issues, no matter the other filters that you've set up. If you're filtering for issues with the In progress status, and you do not show the full hierarchy, only issues with the filtered status will be displayed, as shown below:
Using the same status filter, if you choose to show the full hierarchy, all child issues of the parent issue that matches the filter will also be displayed. The child issues that do not match the status filter will be slightly grayed out in appearance, as shown below:
|
| Single-choice select custom fields | Filter for single-choice select custom fields that have been added to your plan.
In the example above, the Urgency custom field is available, so you can filter for all issues that have been given a particular urgency rating. For the Urgency custom field to be visible in the filter, you first need to add it the plan itself. See Custom fields to learn how to do this. |
Filtering issues
When you're filtering issues, some issues that do not match the applied filters may still display in your plan. For example, if you're filtering for issues in the iOS App project, the following will happen, as shown in the sample plan below:
- iOS issues will be displayed in solid colored rows, and
- issues of other projects (PM issues, in the sample plan) will be displayed in greyed out rows.
To filter issues in a plan:
- In your plan, click the Filters drop-down.
- Select which options to apply, for any of the available filters.
- When filtering issues, all the parent issues up to the corresponding highest hierarchy level, and all the child issues down to the corresponding lowest hierarchy level will be displayed. What will not be displayed are the sibling issues, if these issues do not match the filters that have been set.
To quickly remove all filters and view all issues in your plan, click Clear all filters.
Using multiple filters
You can use use multiple filters, to further narrow down on the work you're trying to focus on.
For example, if you're filtering for only the issues in the iOS App project, you may see your plan displaying something like this:
To further narrow down on the results, let's say you're filtering for the issues that are assigned to release iOS 1.0. Your plan will then display the following:
Being the parent issues higher up in the hierarchy, PM-1 and IOS-9 are indirect results of the filters applied. These issues are then displaying, and are slightly grayed out.