Gantt Suite for Jira v 5.0.x: Task filtering
The tasks displayed in Gantt chart can be filtered by creating and enabling filters on the Filter panel.
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Filters based on Gantt or Jira fields
To create a field-based filter, click on “+“ icon on the Filter panel.
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Field | Choose either Gantt or Jira field from the drop-down menu |
Operator | Select an operator (“=“, “!=“, “empty“, “not empty“, “in“, etc.) |
Value | Type a value |
Name | Provide a filter name |
For instance, you would like to see only the unassigned tasks in Gantt chart. In such case, you can create a filter based on Gantt field Resource. Note that you can use either operator “=“ or “empty“.
Resource = Unassigned or Resource is empty
Please see below.
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Once a filter is created, it is enabled. The enabled filter is highlighted in blue as shown below.
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Note that the Filter button is highlighted in blue in case there is at least one enabled filter. This is helpful if the Filter panel is hidden and the fact that there are enabled filters is not obvious.
To enable or disable a filter, simply, click on it, or use the filter’s drop-down menu.
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Note that the filter’s drop-down menu offers the ability to edit or delete the filter.
Filter templates
The “+“ icon on the Filter panel offers quick access to filter templates such as Issue type (filter by issue type), Resource (filter by resource) and Status (filter by status).
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The filter templates have pre-selected fields and operators.
To continue with earlier example when the requirement is to see only unassigned tasks, you can use the template Resource as shown below.
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To differentiate between Gantt and Jira fields when creating a field-based filter please visit page Gantt Suite for Jira v 5.0.x: Gantt fields
If needed a user can filter tasks by Flags, using the field-based filter.
Gantt Suite for Jira v 5.0.x: Task markers, Flags
For instance, you want to see only the tasks that have missed their deadlines.
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JQL filters
Even though a user can configure a JQL filter in chart configuration Gantt Suite for Jira v 5.0.x: Chart settings tab , a JQL filter can be created and enabled on top of that, using the Filter panel.
The JQL filter in chart configuration is permanent, until it is removed from the configuration.
The JQL filter created on the Filter panel can be quickly enabled or disabled based on user's current needs.
To create a JQL filter, simply, click the JQL button on the Filter panel.
To continue with our example, filtering tasks to see only those that are unassigned, you can create a JQL filter similar to the one shown below.*
- assuming that the resource assignment is configured based on field Assignee in chart configuration.
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Name | Provide a filter name |
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JQL query | Use Jira Query Language (JQL) to specify filter criteria |
More about JQL: https://support.atlassian.com/jira-service-management-cloud/docs/use-advanced-search-with-jira-query-language-jql/
Please note that JQL filter does not
filter Internal tasks as they are not related to Jira
support ORDER BY clause
In case you have multiple enabled filters and would like to clear them all at once, simply, click the Clear button on the Filter panel.
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.
For instance, you would like to see only the tasks that are in status ‘In Progress’. In such case you can either create a field-based filter or JQL filter.
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Both filters will filter the tasks by status 'In Progress' with the difference in display though.
In case the tasks are filtered by the field-based filter, the filtered tasks will be displayed with their parent tasks, no matter the filter criteria.
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Moreover, by checking the checkbox within search box, you can bring the display of the children tasks, no matter if they comply with the filter criteria. Please see below:
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In case the tasks are filtered by the JQL filter, only the tasks in status ‘In Progress' will be shown without their parent or children tasks that don’t match the filter criteria.
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