Doubts on filters for Team Managed project

HQRAZAHS

Hello folks,

I am working on a team-managed project and I am having a hard time to apply filters. With reference to my attached screenshot, I am unable to apply filters on Due This Week and down below (like Assignee, category etc.). I can apply both filers at a time for 'Assigned to Me' and 'Due This week'.

Looks like there are 2 categories of filters (the first 2 and the rest below those) and its not possible to apply filters simultaneously in both the categories. Can anyone help me here?
More importantly, please advise how do I add more filters similarly to the above 2 (Assigned to me and Due This week). I want to add a filter as Due Date Range.

 

Trudy P Claspill

Hello @HQRAZAHS 

Thank for the screen images. That is very helpful.

I will note that based on the images you are using a Team Managed Business project. It important to note both the customization architecture type (Team Managed vs. Company Managed) and the functional architecture type (Business vs. Software vs. Service).

To create additional filters like the ones that show at the top of the filters dialog:

1. Select from the available options in the dialog to build your filter. The Save Filter option will then appear at the top of the dialog. Example:

 

2. Click the Save Filter button and you will get a field to enter a filter name and another button to click to save it.

 

3. The filter will then be listed at the top of the dialog.

 

 

Regarding combining filters from the list at the top with the options below:

When you select 1 or more filters from the list at the top, the criteria are combined with an AND, meaning the issues display match both the filters you selected.

When you select only criteria from one group in the sections below (i.e. selecting multiple Statuses), the criteria in that one group are combined with an OR meaning the displayed issues must match any of the criteria you selected (i.e. match Label1 or Label2).

When you select criteria from different groups (i.e. Labels and Status) the criteria of one group is combined with the criteria of the other group with an AND. i.e.

(Label=Label1 OR Label=Label2) AND (Status=Status1 OR Status=Status2)

Issues will display that have any of the Labels you specified AND also have any of the Statuses you specified.

When you select a filter from the list at the top (i.e. Assigned to Me) and then also select criteria from one of the sections below (i.e. Label1) the filter and the criteria are combined with an AND. i.e.

(Assigned to Me) AND Label = Label1

If you select multiple criteria (i.e. Label1, Status1) then the logic is:

(Assigned to Me) AND Label = Label1 and Status = Status1

So combining filters from the list with criteria below will reduce the issues displayed with each criteria or filter you add.

 

 

It can be confusing. I hope that what I shared above helps clarify the functionality.