Search

Use Dashboard filters

Filter the task data included on a Dashboard. Dashboard Filters apply to all supported cards on each Dashboard.

For example, apply a Dashboard filter to limit cards to your team's specific Space, Folder or List. Or focus on the work that's in progress by filtering the Dashboard to show tasks in specific statuses.

You can combine Dashboard filters with individual card filters to show granular information on each card.

For example, you can apply a Dashboard Filter to show task data from a specific List, and apply a card filter to a Calculation card to show tasks that are in progress. The Calculation card shows the number of tasks that are in progress from the filtered location.

Mixed filters can also be applied to Dashboards and individual cards to create more complex filters.

Dashboards availability and limits vary by plan and user role. Learn more

Apply a Dashboard filter

To apply a filter, from a Dashboard in edit mode:

  1. In the upper-right corner, click Filter.
  2. Choose your filter criteria.
  3. In the upper-right, click Apply.
  4. The filter is automatically applied to any existing cards. It will also apply to any new cards added to the Dashboard.

Edit a Dashboard filter

To edit an existing Dashboard filter, from a Dashboard in edit mode:

  1. In the upper-right corner, click Filter.
  2. Update your filter criteria.
  3. On the upper-right, click Reset to revert any changes made since the filter was last applied.
  4. On the upper-right, click Clear All to remove all filters.

Supported cards

Dashboard filters can be applied to the following cards:

Card Type Supported Cards
Assignee cards
  • Tasks by Assignee (Bar, Battery, Pie)
  • Total Assigned (Not Completed) Tasks 
  • Total Unassigned Tasks
Custom cards
  • Bar Chart
  • Battery Chart
  • Calculation
  • Line Chart
  • Pie Chart
Priority cards
  • Priority Breakdown (Bar, Battery, Pie)
  • Priority Over Time
  • Total Urgent Priority Tasks
  • Total High Priority Tasks
  • Total Normal Priority Tasks
  • Total Low Priority Tasks
  • Total No Priority Tasks
Sprint cards
Status cards
  • Status Over Time
  • Number of  Tasks in Progress
  • Number of Tasks Completed
  • Number of Tasks Closed
  • Time In Status
  • Workload by Status (Bar, Battery, Pie)
Tag cards
  • Tag Usage (Bar, Battery, Pie)
  • Tag Usage Over Time

Filter types

You can filter your Dashboards using the following task fields:

Filter type Description
Assignee Display tasks assigned to a specific person in your Workspace.
Status Display tasks that are in specific statuses.
Created by Display tasks that were created by specific people.
Date created Display tasks that were created on a specific date or within a set timeframe.
Date updated Display tasks that were worked on during a specific time range.
Date closed Display tasks were moved to the Closed status during a specific time range.
Date done Display tasks were moved to the Done status during a specific time range.
Due date Display tasks with specific due dates.
Start date Display tasks with specific start dates.
Priority Display tasks of specific Priority levels.
Assigned comment Display tasks with/without assigned comments.
Tags Display tasks with any, all, or none of the specified Tags.
Recurring Display tasks that are either recurring or not recurring.
Archived Display tasks that are either archived or not archived.
Dependency Display tasks that are "waiting on" or "blocking" others. Alternatively, filter to displays tasks that do/don’t contain dependencies.
Time estimates Display tasks that do/don't contain Time Estimates. You can also specify a greater than/less than/equal to value for the filter.
Time tracked Display tasks that do/don't contain tracked time. You can also specify a greater than/less than/equal to value for the filter.
Location/List  Display tasks located inside specific Spaces, Folders, and Lists.
Milestone Display tasks that are marked as Milestones.
Sprint points Display tasks with a specific number of Sprint Points. You can also specify a greater than/less than/equal to value for the filter.
Watcher Display tasks that do/don't have specific watchers.
Status is closed Display tasks that are currently in the Closed status.
Custom Fields Display tasks with a specific Custom Field value.

 

 

Was this article helpful?