Craft.io's filtering tool serves as the foundation for creating a variety of focused and efficient views, enabling you to convey your story to the appropriate audience effectively. Whether you're building a new view from scratch or utilizing a pre-existing Default/Guru view with built-in filtering, you can apply customizations to better tailor them to your needs.
Utilizing the filtering toolbar
Located just below the title of each view, the filtering toolbar consists of four buttons:
Group by - Select how you want to categorize your items and structure your view. This often aligns with the view's theme, such as organizing your backlog table view by Products or arranging your swimlane roadmap by Quarters. Choose the property to group by from the drop-down list and opt to hide empty groups from your view. The chosen grouping property will automatically appear in the filters row below.
Hierarchy - Toggle between a flexible or flat hierarchy display and specify which work items to expose.
Sort by - Determine the presentation order of items. Easily switch between ascending and descending order by clicking the arrow on the sorting button.
Tip: Rank sorting
Rank sorting allows for simple drag-and-drop reordering of items. Select 'Rank' in the Sort By controller and rearrange items as desired. Note that rank sorting is a global option, affecting the order across all applicable views (table, Kanban, and Swimlane).
Filters - Show or hide items based on specific properties. For instance, create a personalized backlog displaying a single Sprint or Assignee. Apply limitless filters to your view by clicking the 'Filters' button, which opens another row. Add filters with a click on 'Add filter,' remove them by hovering over the circle and clicking the 'x,' or clear all filters with 'Clear all filters'.
Saving your Filtered View
After creating and customizing your view with the filtering tools, it's crucial to save your changes for future access in Craft.io.
To save your view, click the Actions button to the right of the view's title. Choose between 'Save as personal view/new workspace view' and specify the relevant tab (Backlog, Planning, Roadmap, Delivery) to place it under. The saved view will then be added to the designated area, eliminating the need to recreate desired views in the future. Simply click the saved view to resume working on it.
