How to create custom search filters

This tutorial shows how you can create custom search filters for the pre-configured filters.  

Step 1: In your workspacescroll down to Search. There are various search criteria in the first two rows, like Assignee, Status, Category, etc.

Step 2: Modify the applied search criteria by clicking on any of the available ones. For example, if you want to add or delete any application statuses, click on the downward arrow beside Status. A list of available statuses opens. Check on or off any of them according to your preferences, as shown in the image below.

Step 3: Continue to modify the search criteria until you reach the desired configuration of filter you wish to use in the future.

Step 4: Click on the Save Search button. If you want to clear all your choices, click on the Clear button. 

It would help if you created a filter name. There are two options available for that:

  • Option 1: Use the existing filter name.
  • Option 2: Create a new filter name.

Option 1: Click the text field. A list of available filters opens. Click the name in the list you want to use. Click the checkmark on the right side of the text field. A confirmation notification pops up saying 'Filter saved.'

Option 2: Begin typing in a name for your filter. Click on it from the list. Click the checkmark on the right of the text field. A confirmation notification appears saying 'Filter saved.'

The selected filter appears on the top of Filters. 

 

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