Filters in the planning board contain all settings in the left area of the planning board, such as the main group filters. In the case of filters, it is possible for users to create individual filters as well as filters for specific groups and main groups.

You will find the filters in a selection list on the right above the planning board. If there are no filters in the system yet, you will see "No filters available".

Global filters and local filters

When creating a new filter, you have the choice, if you have admin rights, whether you create a filter only for yourself as a local filter or for certain main groups, groups and users as a global filter. Global filters are marked with a globe in the selection list. You can edit global filters only if you have admin rights and you can still use them if they are offered in the selection list.

Handling

First you set the planning board the way you want the filter to be. Note that the set time span is also saved. Then click on the -button and specify the name. Each name must be unique. If you want to make the filter available to multiple users, groups or main groups, activate the "Create as global" setting. Once the filter is saved with a click on the -button, it is then available in the selection list. After selecting a filter, additional buttons with further functions appear .

Select filter as default

With the -button you can select a filter as default. The planning board is then preloaded with the set default filter when it is opened. Your default filter will be marked with a star in the selection list.

If you no longer want to have the selected filter as the default filter, click on the star -button.

Edit mode

If you click on the -button, you will activate the edit mode. In this mode you can easily edit the selected filter by changing the filters in the planning board on the left. Set the desired settings and click the -button.

Delete

With the -button you can delete local filters.

Edit

Click the -button to open the filter editing screen, where you can further edit the selected filter. In the section you can edit the default name and the comment. If you are editing a local filter, you can set whether the selected filter should be your default filter by activating the "Is default" setting. If you edit a global filter, you can configure the translations of the filter in the section. You can also define for which groups, parent groups and users the filter should be available.

In the section you can set the individual filter settings.

Action "Delete"

With the action in the editing mask, you can delete the filter.

Action "Reset filters"

The action clears all filters except those in the "Time settings" section.