Create a filter

Use filters to quickly find the issue you're looking for. You can sort issues by various parameters such as name, description, comments, field values, update date, and others.

Note.

Filters in Tracker have two modes: classic and new. If you're new to Tracker, we recommend sticking with the new design for filters.

To enable the new design for filters, do the following:

  1. Choose  → Personal settings on the top panel in Tracker.

  2. Under Filters, select New interface.

Classic design
Step 1. Create a filter

On the upper panel in Tracker, choose Filters → + Create filter .

Step 2. Set filter criteria
There are two ways to set filter criteria in Tracker:

  • Filter builder

    This is the easiest way. Choose parameters from a list and set possible values for them:

    1. Click Conditions in the upper-left corner.

    2. Set your filter parameters in the left-hand panel.

    3. If the parameters you need are not on the list, click Choose fields in the left-hand panel and add them.

    4. Click Apply.

  • Query language

    This is an advanced tool for creating filters. You can use the query language to set special parameters that are not accessible via the filter builder (for instance, you can find issues that are either open or progress started during the last week). To learn more about the query language, see Query language.

    1. Click Query in the upper-left corner.

    2. Enter your query in the text box and click Apply.

Step 3. Configure the appearance of the issue list

Click Choose fields on the right to configure how the issue parameters are displayed.

Step 4. Edit issues

You can edit issues right from the filter page. To learn more, see Changing issue groups.

Step 5. Save your filter

If you want to use this filter again, click Save filter. Your saved filters are available in the Filters section in the top panel in Tracker.

New design
Step 1. Create a filter

On the upper panel in Tracker, choose Filters → + Create filter .

Step 2. Set filter criteria
There are two ways to set filter criteria in Tracker:

  • Filter builder

    This is the easiest way. Choose parameters from a list and set possible values for them:

    1. Click Filters in the upper-right corner.

    2. Set the filter parameters using the panel above the issue list.

    3. If the parameters you need are not in the list, click Add condition.

  • Query language

    This is an advanced tool for creating filters. You can use the query language to set special parameters that are not accessible via the filter builder (for instance, you can find issues that are either open or progress started during the last week). To learn more about the query language, see Query language.

    1. Click Query language in the upper-right corner.

    2. Enter your query in the text box. If you have used the filter builder to set some conditions beforehand, those conditions are converted into queries.

    3. Click Apply.

Step 3. Configure the appearance of the issue list

To add or remove displayed parameters, click Change columns on the right.

Step 4. Edit issues

You can edit issues right from the filter page. To learn more, see Changing issue groups.

Step 5. Save your filter

You can save your filter so you don't have to set it up each time you want to use it. Your saved filters are available in the Filters section in the top panel in Tracker.

  1. Click Save filter above the issue list.

  2. Choose an appropriate name for your filter and a folder to save it to.

  3. Click Save.

Step 6. Configure access rights for the filter.

You can share saved filters with your colleagues. By default, other employees can only view your filters after receiving a link from you. To change access rights:

  1. Find the filter on the left-hand panel.

  2. Hover the cursor over the filter and click .

  3. Access is open to all employees by default. If you want to restrict access to the filter, delete the All employees group.

  4. Add users, departments, or teams you want to grant access to.

  5. In the Access rights column, choose the access rights you want to grant:

    • View — Lets users view your filter after receiving a link. They won't be able to edit the filter in any way.

    • Edit — Lets users view and edit your filter after receiving a link.

    • Add to shared folder — Places the filter in the Shared folder on the left-hand panel to be accessed by other users. This doesn't affect any access rights to the filter itself.

  6. Click Save.