Advanced filters on New boards

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When you create a new grid or timeline board, Productboard pre-populates it with your selected main item type (objectives, initiatives, or features) and you don’t have to add them to the board individually.

There are a few filters built into all newly-created boards—archived items are usually hidden by default, and timelines won't show items that don't have a timeframe set. This is to prevent brand new boards from being over-cluttered from the start.

However, if you have a lot of items, boards can wind up being overwhelming anyway. Using advanced filters can help you narrow down your dataset into something much more navigable.

In this article:

Relevant to new boards only

How to use advanced filters

  1. Click Filter-1.svg Filter in the header of the board.

  2. Select the item and data type you'd like to set your first filter. (Your options will change depending on the item type you select.)
  3. Modify the parameters of your filter (is any of, is none of...).

  4. Select the values you want the logic to apply to. 

  5. (Optional) Click the AND logical operator to switch to the OR condition.
  6. (Optional) Click on the Add filter button to set another filter using the same or different item type.
  7. When you're happy with your filters, click Apply filters. Your board won't change until you hit Apply, so make sure to click this button if you want to save the board's filters.

Filter targets and behaviors

Filters will follow one of two behaviors depending on the relationship between your board's item types and a filter's targeted item type. You can change a board's item types at any time from the Items menu in the header. 

Direct filtering

If a filter targets an item type which is displayed on the board (either as a main or underlying item type), the filter applies directly to that item type and doesn’t affect any other item types on the board.

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Connection filtering

If the item type targeted by a filter is not represented in the board configuration, it will still affect any items on the board that belong to the same hierarchy.

  • Product hierarchy items are products, components, features, and subfeatures. 
  • Objective hierarchy items are objectives, key results, and features (yes, features belong to both hierarchies).

For example: a board where features are the main items, with a filter targeting products, will only show features that belong to the products targeted by the filter.

See also

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