Roadmap Saved Filters

← Back to Initiative Tags, Filters and Views section

• Availability
  • Plan: All
• Roles and Permissions

  There are no restrictions for creating custom filters.

You can create and manage your own filters to quickly keep on top of roadmap views and items that you have an interest in.

All filters can be used when publishing your roadmap too, meaning you can generate more granular views for your Exec or Sales teams for example. This is especially useful if you’re transitioning your organization into a lean roadmap format, as you can keep them focused on those items in the Now column, where you can give better time estimates.

How to create a new filter 

• Filter your items using the filter options. For roadmaps, you have the following options available:
  • Saved filters 
  • Shared filters
  • Objectives
  • Owners
  • Product Line
  • Product (Product Line and Portfolio Roadmaps only)
  • Product Manager (For Product Line Roadmaps only) 
  • Roadmap Column (Product Roadmap only)
  • Tag
  • Visibility
  • Workflow
  • Date (Candidate and Completed Views only) 
  • Visibility (All/Public/Internal) - allows you to choose which cards are shown based on visibility selected.
• Click on Save Filter next to the applied filters.
• Give your filter a name.
• Choose your filter sharing options.
  • If you choose not to share your filter, only you will have access to view it. Your personal filters will appear under the 'Saved filters' dropdown.
  • If you decide to set this as a shared filter, other users will see the filter under their 'Shared filters' section. This will also create a URL that you can send to your team.