Create complex Dashboard and cards filters using mixed filters, operators, and groups.
Mixed filters allow you to combine criteria with different fields. You can use filter groups to combine different logical operators between nested filters.
For example, you can identify any tasks that are in progress and assigned to you, or that have a due date of this week.
Dashboard filters and card filters can be used separately or together to show tasks that meet specific criteria.
Dashboards availability and limits vary by plan and user role. Learn more
Cards feature availability and limits vary by plan and user role. Learn more
Apply a complex filter
To apply a complex filter:
- From the upper-right corner of a Dashboard or card, click the Filter icon.
- Choose filter criteria.
- Click Add Filter to apply more filters.
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Click the operator dropdown to choose between AND or OR logical operators.
- Click Add Filter to add more filter groups.
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Click Add nested filter to add more criteria to a filter group.
- In the upper-right corner, click Apply.
Edit a complex filter
To edit a filter:
- On the right, click the trash can icon to delete individual filters.
- On the lower-right of a filter group, click Clear All to remove the filter group and its nested filters.
- On the upper-right, click Reset to revert any changes made since the filter was last applied.
- On the upper-right, click Clear All to remove all filters.
Filter group examples
Filter groups allow you to apply nested filters that use different logical operators.
You can use either AND or OR within each filter group, separately from the operator you're using between filter groups, and within other groups.
Use a different operator between nested filters
In the following example, tasks are included when:
- The due date is set to a date occurring next week.
- AND Priority is high.
- AND Status is not Done or closed.
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AND where:
- Sprint points is greater and 3
OR - They are waiting on another task.
- Sprint points is greater and 3
Tasks are included if they meet criteria 1 through 3, and either of the criteria specified in the group at step 4.
Use different operators in different groups
In the following example, a different set of tasks is returned, because we're using two filter groups instead of one. Tasks are included when:
Either the first group's criteria are met:
- The due date is set to a date occurring next week.
- AND Priority is high.
- AND Status is not done or closed.
OR
The second group's criteria are met:
- Sprint points are greater than 3.
- OR they are waiting on another task.
Tasks are included if they meet criteria 1 through 3, or if they meet either of the nested filters specified in the second group.