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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 in a board. We made them as customizable as possible to fit your needs. 

In this article, we will show you how to create and use 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.  From the dropdown, click on + Filters.
  1. Search or select the filter field you want to create. If you have integrated a task tracker, you will see some additional filter fields.
  1. Go on further to choose parameters for the filter field you have selected.
    • For instance, if you chose ‘Assignee’ as the filter because you want to see issues of a particular user, then choose the parametersis’{user}
  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.

Available on Business plan.

  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.

Available on Business plan.

  1. A filter you create and save will be automatically added to your favorites.
  1. You can add a filter created by your teammates to your favorites. 
  2. Your favorite filters will be added to the top part of the table, for easy access. To avoid clattering everyone’s table view these filters are only visible to you. 
  1. It is possible to 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.

Available on Business plan.

  1. To edit a filter, click on the edit icon. 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. If you do not want to save the changes, just click Cancel > Ok
  2. To delete a filter, click on the trash icon > Ok.

Filtering Issues on the Evaluation and Scores pages.

On 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 on 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 May 11, 2022

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