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How To Create and Use Filters in Ducalis

Ducalis has some pretty advanced filters to help you quickly find issues, if you have a lot of them on a board. We made them as customizable as possible to fit your needs. 

In this article, we will show you how to create filters.

There are two default filters that you will find in every board that you create – Score > 10 and Evaluated.

If you connect a task tracker (e.g., Jira), and import issues from it, your name will be added as a filter. If you click on the filter, you can see all the issues you’re assigned to.

Creating a Filter

  1. To access the filters settings, click on the filter icon located in the top right corner of the table.
  1. Search or select the filter field you want to create. Filters available include Ducalis fields, Public idea fields, Criteria alignment, Alignment field, Task tracker fields (if connected)
  1. Go on further to choose parameters for the filter field you have selected.
    • For instance if you chose ‘type’ as the filter because you want to see issues of a certain type, then choose the parameters ‘is’ → {type}. 
  1. You can proceed to add another filter field, click on +. 
  2. If you want to keep the filter you created, because you will use it frequently, you can instantly save it.
  1. Before you confirm that you want to save the filter, give it a name for easy identification. Like in our case we will give the name of the user whose issues we are going to see when this filter is applied. 

Filters you save will be visible and can be used by everyone in the board.

If you do not save a filter, after you finish using it will disappear.

Adding a Filter to Favorites

  1. A filter you create and save will be automatically added to your favorites.
  1. You can add a filter created by your teammate to your favorites. 
  2. Your favorite filters will be added to the top part of the table, for easy access. To avoid clattering everyone table view these filters are only visible to you. 
  1. It is possible to just use a filter without adding it to your favorites. It will temporarily appear on the top of the table, then disappear when you are done.

Editing and Deleting Saved Filters

  1. To edit a filter, click on the edit icon
  1. You can change parameters (e.g., add or remove) ; add, or remove filter fields among other things.
  2. Save your changes when you are done editing. The changes will be visible to everyone.
  1. To delete a filter, click on the trash icon > Ok.

Filtering Issues in the Evaluation and Scores Pages.

For the Evaluation page, if an issue falling under a filter you create is evaluated, it will no longer appear because it would have been moved to the scores page.

And for the Scores page, if an issue that is falling under a particular filter is not yet evaluated, it will not appear when you apply the filter.

Updated on July 24, 2023

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