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Filtering & Sorting

docs/cloud/filtering.mdx

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As your project grows, you'll need ways to find specific issues quickly. The filter bar provides powerful search, filtering, and sorting capabilities to help you focus on what matters.

The Filter Bar

The filter bar sits above your kanban board and contains:

  • Search field - Find issues by text
  • Filter dropdowns - Filter by priority, assignee, tags
  • Sort dropdown - Change how issues are ordered
  • Clear All button - Reset all filters

Searching

Type in the search field to find issues by title.

How Search Works

  • Search matches against issue titles only
  • Search is case-insensitive ("Login" matches "login")
  • Search finds partial matches ("log" matches "Login flow")
  • Results update as you type
  • Search for keywords in titles
  • Use the Simple ID to find a specific issue (e.g., "TASK-123")
  • Combine search with filters for precise results
<Tip> If you can't find an issue, check that your filters aren't hiding it. Click **Clear All** to reset filters and search again. </Tip>

Filtering

Filters let you show only issues that match certain criteria.

Priority Filter

Filter issues by priority level:

<Frame> </Frame>
PriorityColourDescription
UrgentRedNeeds immediate attention
HighOrangeImportant, do soon
MediumYellowNormal priority
LowGreyCan wait

To filter by priority:

  1. Click the Priority dropdown
  2. Select one or more priority levels
  3. Only matching issues are shown

Assignee Filter

Filter issues by who's assigned:

<Frame> </Frame>

Options:

  • Specific team members - Show issues assigned to selected people
  • Unassigned - Show issues with no assignee

To filter by assignee:

  1. Click the Assignee dropdown
  2. Select one or more team members, or "Unassigned"
  3. Only matching issues are shown
<Info> If you select multiple assignees, issues assigned to **any** of them will show (OR logic). An issue assigned to both Alice and Bob shows when filtering for either. </Info>

Tags Filter

Filter issues by tags:

<Frame> </Frame>

To filter by tags:

  1. Click the Tags dropdown
  2. Select one or more tags
  3. Only issues with at least one selected tag are shown

Combining Filters

You can use multiple filters at once. When you do:

  • Filters within the same category use OR logic
    • Priority: Urgent OR High → shows both
  • Filters across categories use AND logic
    • Priority: Urgent AND Assignee: Alice → shows urgent issues assigned to Alice

Example: To find high-priority bugs assigned to you:

  1. Set Priority to "High" and "Urgent"
  2. Set Assignee to yourself
  3. Set Tags to "Bug"

Sorting

Control the order of issues within each column.

<Frame> </Frame>

Sort Options

Sort ByDescription
ManualYour custom order (drag to reorder)
PriorityUrgent first, then High, Medium, Low
CreatedNewest or oldest first
UpdatedRecently changed first
TitleAlphabetical order

Sort Direction

Click the sort direction button to toggle between:

  • Ascending (↑) - A→Z, oldest first, low→urgent
  • Descending (↓) - Z→A, newest first, urgent→low

Manual Sort Mode

When sort is set to Manual:

  • You can drag issues to reorder them within columns
  • Your custom order is saved and shared with the team
  • This is the default mode for most workflows
<Warning> If you switch away from Manual sort, you **cannot** drag to reorder issues. The order is determined by the selected sort field. </Warning>

Clearing Filters

Clear All

Click the Clear All button to reset all filters and search at once. This shows all issues in the project.

Clear Individual Filters

To clear a single filter:

  1. Click the filter dropdown
  2. Deselect all options

To clear the search field, click the × button inside the search box.

Filter Persistence

Your filter and sort settings are saved for your session:

  • Filters persist when you navigate away and return
  • Filters reset when you switch projects
  • Filters reset when you sign out
<Info> Filters are personal - they don't affect what other team members see. Everyone can have their own filter settings. </Info>

Common Filter Scenarios

<AccordionGroup> <Accordion title="Show only my assigned issues"> 1. Click the **Assignee** dropdown 2. Select your name 3. Only your issues are shown across all columns </Accordion> <Accordion title="Find urgent issues that need attention"> 1. Click the **Priority** dropdown 2. Select "Urgent" 3. Optionally, also select "High" to include high-priority items </Accordion> <Accordion title="Review all bugs"> 1. Click the **Tags** dropdown 2. Select the "Bug" tag (or your equivalent) 3. All bug issues are shown </Accordion> <Accordion title="Find unassigned work to pick up"> 1. Click the **Assignee** dropdown 2. Select "Unassigned" 3. Browse available issues and assign yourself to one </Accordion> <Accordion title="See recently updated issues"> 1. Click the **Sort** dropdown 2. Select "Updated" 3. Set direction to descending (newest first) 4. Recently changed issues appear at the top of each column </Accordion> </AccordionGroup>

Tips for Efficient Filtering

<CardGroup cols={2}> <Card title="Use search for known issues" icon="magnifying-glass"> If you know the issue ID or a word in the title, search is the fastest way to find it. </Card> <Card title="Filter by assignee in standups" icon="users"> During team standups, each person can filter to their assignments to give quick updates. </Card> <Card title="Combine filters for precision" icon="filter"> Use multiple filters together to narrow down exactly what you're looking for. </Card> <Card title="Reset filters when stuck" icon="rotate-left"> If you can't find something, click Clear All. You might have forgotten about an active filter. </Card> </CardGroup>