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

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.

The available hierarchy levels for displaying filtered tasks are:

1. 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.

2. Children Group:

   • No children: Hide all child tasks of the matching tasks.

   • All children: Show all child tasks of the matching tasks.

Example Usage:
Given the task hierarchy:
A → B → C → D

• Search text: "C"

• Functionality:

  1. Tasks matching the search (e.g., C) are selected first.

  2. 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:

1. No parents, No children

   • Result: C

2. All parents, No children

   • Result: A → B → C

3. Direct parent, No children

   • Result: B → C

4. Topmost parent, No children

   • Result: A → C

5. All parents, All children

   • Result: A → B → C → D

6. No parents, All children

   • Result: C → D

“Apply filters by field to Resource panel” button

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.

The filters used in the example above in details: