Roadmap and Portfolio Dashboard Filtering


You can filter the view of your product roadmap or portfolio dashboard by custom fields (available for paid plans only). Applying a filter by fields will display releases in the current timeframe that contain features, above or below the line, with the selected field(s) applied.

Here's how to filter your roadmap or dashboard by fields:

Step 1: In your product's Roadmap or Portfolio section, click on the filter icon next in the top left to open the filter panel.

Step 2: In the Filter panel, select the field(s) you want to filter by. You may select one or many fields and field values.

Step 3: Click the blue Apply button at the bottom of the Filter panel. Your roadmap or portfolio dashboard should now display releases in the current timeframe that contain features with the selected field(s) applied.

To reset your view, uncheck the Fields checkbox in the Filter panel and click apply. You will now see all releases, unfiltered.

Note: It will filter for the release that contains a feature with the specific tag but you cannot filter only the features with the tag in the Roadmap view. Also, the feature must lie within the flight dates selected to be filtered in the Roadmap view.

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