Task filtering
The tasks displayed in Gantt chart can be filtered by creating and enabling filters on the Filter panel.
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Filter can be based either on a field or a JQL query.
Filtered tasks display: field-based filter versus JQL filter
The display of filtered tasks may differ, depending on which filter has been used, field-based or JQL filter.
By default, tasks filtered by a field are displayed along with all their parent tasks. If needed, preferred hierarchy levels for displaying filtered tasks can be selected.
Note: The hierarchy levels for displaying filtered tasks are only available for field-based filters. They do not apply to JQL filtering, as a JQL filter will only return tasks that meet the filter criteria without displaying any parent or child tasks.
The available hierarchy levels for displaying filtered tasks are:
Parents Group:
No parents: Hide all parent tasks of the matching tasks.
All parents: Show all parent tasks of the matching tasks.
Direct parent: Show only the closest parent of the matching tasks.
Topmost parent: Show only the top-level parent of the matching tasks.
Children Group:
No children: Hide all child tasks of the matching tasks.
All children: Show all child tasks of the matching tasks.
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Example Usage:
Given the task hierarchy:
A → B → C → D
Search text: "C"
Functionality:
Tasks matching the search (e.g., C) are selected first.
Depending on the selected options in the dropdown, parents and children are included or excluded, even if they do not directly match the search query.
Scenarios:
No parents, No children
Result: C
All parents, No children
Result: A → B → C
Direct parent, No children
Result: B → C
Topmost parent, No children
Result: A → C
All parents, All children
Result: A → B → C → D
No parents, All children
Result: C → D
“Apply filters by field to Resource panel” button
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By clicking the "Apply Filters by Field to Resource Panel" button, you will apply the currently enabled filters by field to the Resource Panel. However, enabled JQL filters will be applied to the Resource Panel regardless of the button's state.
For example, to apply the filter by field "Constraint type ~ snet", you must click the "Apply Filters by Field to Resource Panel" button. However, to apply the JQL filter "Constraint type ~ snet", clicking the button is not required.
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The filters used in the example above in details:
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Indentation for filtered task display
Starting with version 7.0, a new setting has been introduced that allows you to display filtered tasks with or without indentation when parent tasks are hidden.
Please see the comparison of the two setting options below.
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