offers powerful filtering and search capabilities throughout the product. You can search and filter with tens of available filters, see instant results on every view and workspace or inside the search panel.

You can filter your workspace for the relevant data or use the Search Tool that acts as a separate module, allows you to look for specific results without affecting your current work. You can use your search results for a variety of functions such as navigating Features and Sections, and assigning values to one or multiple items. You can also apply any query results to your current view or to any other workspace.

Creating a Filtered View using the Filters Bar

Click the Filters button to open the filters bar;

Tip! by default, only Features with status Open are listed. If you wish to include stories that were already released, select Released or All in the Item Status filter.
Common use filters are visible on the bar: 'Product', 'Section' and 'Item Status'. However, you can use the + icon to add from a range of other filters such as ‘Release’:

You can also run a free text search. The results will show all cases that match all phrases;

Click the Clear option on the right to clear all filters and return to the defaults.
Click the Filters button again to hide the filters bar.

Exporting Your Filtered View

You can easily export any query results to a CSV or PDF file format. To export your results, select Export from the top right 3 dots menu of any view or workspace, turn on the option to Include Filters and click on Generate file. For more about exporting your product look Here

Sharing your Filtered Views with External Viewers

You can easily share your filtered workspace using view-only links. To share your  results, select Share from the top right 3 dots menu, turn on the option to Include Filters and copy the LiveShare link. For more about Sharing look Here

Searching Your Product Using the Search Tool

Click Search and Filter from the navigation bar;

You can start searching your product by entering free text or use one of the filters followed by colons.
To view a list of all available filters, click the Filters icon on the right and select from the list. For example, to filter by specific Sprints, select “Sprint:” from the Item Planning section and choose the desired Sprints from the list;

The image below displays the list of available filters:

Tip: will automatically add the filter name for you again after you select a value; to exit this or search without adding another value, click Enter.

You can exclude your search results by using the 'Not' filters syntax or by adding the “-Not” text after the filter name (i.e., “Release-Not:”). For example, Release-Not: Parking Lot, will list all stories that were already assigned to a roadmap release, excluding the rest.
The following filters are available for this option:

Viewing and Navigating Search Results

Once you see your query results in the search panel, there are a few things you can do to further explore them:

  • A preview of the first three items from each  type will appear; clicking “Show All” to see the full results for that type. 

  • You can expand your entire results so that everything appears as one long list.

  • Clicking on any Item will open it in full detailed view.

  • Clicking a Feature or Section will drill down in its hierarchy to show all the items in it. Click back from the top left of your results to get back to the original query results.

  • Selecting one or more items will open the multi-action bar, allowing you to set values to the selected items (selecting a Feature or Section will select all of its items) as follow;

  • Apply query results to your Product workspaces. You can view your search results in any workspace or view, choose it in the “View In” selector at the upper right side and click the arrow to apply;

After applying to the workspace, the filters bar will reflect your selections.

  • Save your Search Queries for repeating search queries needed on an ongoing basis. Click on the Saved Searches icon, select the option to save the search, and apply a name to it:

For your convenience, a history of your latest searches displays, you can always clear your search history.

NEXT: Managing Custom Fields >

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