Filters let you tailor roadmap visualizations by showing only the data that's relevant to the audience. 

Unlike items, which are part of a roadmap, filters are associated with a view and are as the view's filter set. A view's filter set determines which items appear in the roadmap's Items Table, Timelines, and Swimlanes. Only items that match the view's filter set are visible in the view.

IMPORTANT: A view's filter set also applies to a roadmap's milestones and determines which milestones appear in the roadmap's Milestones Table and Timelines (milestone's don't appear in Swimlanes). For more on filtering and milestones, go to Add milestones to a roadmap.

Which fields can be filtered?

Fields that can be filtered:

  • Lists
  • Multi-Select Lists
  • Dates
  • Buckets

Fields that can't be filtered:

  • Item Names/Titles
  • Descriptions
  • Free-form fields

Adding filters to a view

All views created from scratch (not from an existing filter set) start out with no filters. The Filter icon on the on the View navbar tells you whether a view has filters by turning blue and showing the number of filters below.

You can add and save filters to a view from any of its tables or visualizations, but adding them in the Items Table makes it easier to see how they're applied.

Adding a List filter

A List filter matches items that have any one of the values in the filter field's list. 

1. On the View navbar, click the Filter icon.
2. In the Filter panel, click the List field you want to filter on (for example, Category).
3. In the values flyout, select one or more field values to match items against (for example, Scalability).
4. Click the Apply Filters button at the bottom of the panel.

The List filter is added to the Applied Filters list at the top of the panel. In the Items Table, you should now see only items that match the selected filter field values (for example, only items that have Scalability as the Category field's value).

Adding a Multi-select List field filter

A Multi-select List filter matches items with one or more of the values in the filter field's list. 

1. Still in the Filter panel, click the Multi-list field you want to filter on (for example, Owner).
2. In the values flyout, select the field values you want to filter on (for example, Luke and Leia).
4. Click the Apply Filters or Update Filters button at the bottom of the panel, depending on whether any filters are already applied to the view. 

The Multi-select List filter is added to the Applied Filters list together with any other filters already applied to the view. In the Items Table, you should now see only items that match the values selected for each filter field (for example, only items that have Scalability as the Category field's value AND Luke, or Leia, or Luke, Leia as the Owner field's value.

Adding a Date filter

There are three ways you can apply a Date filter:

Within: Show only items with dates that fall within a certain range (set both a Start Date and an End Date).
After: Show only items with dates that fall after a certain date (set a Start Date only).
Before: Show only items with dates that fall before a certain date (set an End Dateonly).

When setting either a Start Date or an End Date, you can select a range of dates as well as a specific date. 

For example, if you set Start Date to 01/17/2017 to 06/16/17, any item with a Start Date that falls within that range will match. Here's how. 

1. Still in the Filter panel, click Date.
2. Click Start Date to open the Start Date picker.
3. Select the From and To dates of the date range you want to set for the Start Date.
NOTE: To select a specific Start Date, select the same date for both.
4. Click Update Filters.

The Date filter is added to the Applied Filters list together with any other filters already applied to the view. In the Items Table, you should now see only items that match the values selected for each filter field (for example, items with Start Dates that fall within the set range AND that have Scalability as the Category field's value AND that have Luke, or Leia, or Luke, Leia as the Owner field's value.

Including No Value items

By default, Roadmunk filters out items with no value in the selected filter fields. But what if you want to include in the view items that have no value in the filter field as well as ones that match the selected field values? This is where the (No Value) selection comes in. 

For example, to include items that have no value in the Category field as well as values that Scalability as the values, select the (No Value) checkbox in the values flyout in addition to the Scalability checkbox.

Showing ONLY No Value items

The (No Value) selection is also useful if you want to see items in your roadmap with blank values in a certain field or fields.

To do that, select the field(s) in the Filter panel, then select ONLY the (No Value) checkbox in the values flyout (make sure no other values are selected).

Update a view's filterset

To update a view's filterset, click the Filter icon on the View navbar, make the necessary changes in the Filter panel, then click the Update Filters button.

Remove a filter

To remove a filter from the filter set, mouse over the filter in the Applied Filters list, click the X that appears on the right, then click the Update Filters button.

Clear all filters

To clear a view's entire filter set, click Default Filters to the right of the Applied Filters list, then click the Update Filters button.

Save filters as a new view

1. Click the Save as View button at the bottom of the Filter panel.
2. In the Save as View dialog, enter a new name for the view.
3. Click Create.

Copy filters to a new view

1. On the Roadmap navbar, click the + View button.
2.
In the Copy filters from dropdown in the New View dialog, select the view whose filters you want to copy.
3.
Finish creating the view like you normally would.

Who can create and update filters?

To create and save filters to a view and update a filter set, you must be the roadmap's Owner OR the roadmap must be shared with you as an Editor

If a roadmap has been shared with you as Viewer, you have view-only access to the roadmap. As a Viewer, you will see a View Only icon on the Roadmap navbar and the Filter icon on the View navbar will be grayed-out and disabled.

To find out more, go to Sharing and collaboration in the Quick Guide.

Did this answer your question?