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Advanced Roadmap filters - apply to all users

Jennifer Kaiser

It seems that when I create an Advanced Roadmap and apply filters, then share the roadmap with my team, the filters don't "stick", so the other viewers have to set the filters themselves. Is there a way that I can get my filters to save/stick for anyone who views my roadmap?

Accepted answers

Magdalena Zhisheva

Hi @Jennifer Kaiser ,

do you use the "Share as" button?

Does the problem exist if the rest user access the plan from Plans -> View all plans?

All comments

Magdalena Zhisheva

Hi @Jennifer Kaiser ,

do you use the "Share as" button?

Does the problem exist if the rest user access the plan from Plans -> View all plans?

Jennifer Kaiser

Hi @Magdalena Mileva ,

Yes, that was my issue - I was copying the URL and sharing it instead of using the "Share as" button at the top right. Though, we've realized that the "Share as" button does not let anyone edit, even if they have edit access. So an editor will need to add filters themselves.

Thank you for the response!

Magdalena Zhisheva

Hi @Jennifer Kaiser ,

Glad I was able to help!

If my reply was useful for you, please accept the answer, so it might be in use for other users in the community!

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