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How to use filters - NextGen

Learn how you can use filters on the story map and in release view.

Tamás Párványik avatar
Written by Tamás Párványik
Updated over 11 months ago

Contents:

Filter overview

When the story map contains many cards it can be completed to find what you are looking for at first sight. Filters allow to access cards on the story map that are matching to the set criteria in the filter menu. Filters can drive discussions and this functionality highlights the result of your search by providing a great solution in many different aspect during the product planning processes.

Where to find the filter menu

Filters can be used on the story map in any project phases - in discovery, planning, backlog and even in tracking. Filters have a dedicated settings where filter criteria can be set.

Filters menu on the story map


Filters menu on Release View / Tracking


How to use filters in action

Since filters are working both on the story map and in release view you can keep your selected filters to display results even if you switch between the story map’s project phases - discovery, planing, backlog and tracking / release view.

Let’s see a few examples below:

Example 1 - Filters on the story map

I want to find all cards that was created today to discuss it quickly with the team. To do so, follow the steps below:

  1. open the story map

  2. go to “Filer settings”

  3. select “Created or updates (time)”

  4. choose “Today”


The result of the filter will highlight those cards on the story map that are matching with the filter criteria.


In the filter menu you can also quickly select all cards of the result of your filter criteria by clicking on "Select cards".


Once cards are selected, you can perform multiple cards actions and change properties of the selected cards all at once.

💡 Tip - Learn more about Multiple card actions.

Example 2 - Filters on tracking / release view

I want to find all cards in a specific release that has for example an annotation assigned with the value of “Needs discussion”. To do so, follow the steps below:

  1. open the specific release you want to focus on in tracking/release view

  2. go to “Filer settings”

  3. select “Annotations”

  4. choose “Needs discussion”


Once the filter is selected only matching cards will be displayed. You can even select all cards matching to the filter criteria to be selected by clicking on “Select card”.


Selected cards will be highlighted and multiple cards actions can be performed all at once to change the selected cards’ properties.

💡 Tip - Learn more about Multiple card actions.


You can even return to the story map view, the selection will remain.


What options are available

  • Created or updated (time)

  • Filter by color

  • Filter by annotations

  • Filter by personas

  • Filter by states

  • Filter by assignees

  • Created by others / Created by me

  • Last updated by others / Last updated by me

  • Has details / Has no details

  • Has estimation / Has no estimation

  • Has attachment / Has no attachment

  • Linked to issue tracker / Not linked to issue tracker

  • Filter by priority

  • Filter by business value

  • Filter by effort

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