Manage Items Module

Finding & Filtering Items

Search, filter, sort, and choose columns in the Manage Items module to narrow a cross-project table down to exactly the work you care about.

The power of the Manage Items module is in narrowing a large, cross-project list down to exactly the slice you want — then saving that slice as a view. Four tools work together: search, filters, sort, and columns.

The Search box at the top of the table matches items by text, so you can jump to a specific item or a set of items by keyword without setting up a filter.

Filters

Open the filter control in the toolbar to narrow the table by the attributes that matter to you. A badge on the control shows how many filters are currently applied, so you always know whether you're looking at everything or a subset.

You can filter by attributes such as team, status, work type, owner/assignee, labels, priority, start and due dates, board or cycle, blocked state, watchers, and your organization's custom fields — and combine several at once to zero in on a precise slice (for example, one team's open, high-priority work due this month).

Assignment and persona filters

Click the Persona filter pill to open its chooser, search the list, and select the personas you want to include. It works like the Assignee filter: the pill shows the selection count, and Clear removes its selections. Use it to find work with a particular chosen persona. The assignment choices distinguish three useful cases:

  • No person (includes persona-only) includes everything without a named person, even when a persona is selected.
  • Unassigned (no person or persona) includes only work with both values empty.
  • Persona waiting for a person includes work with a selected persona and no named person.

The persona filter applies whether or not Show Hierarchy is on. Including subtasks applies the assignment filter to them as well. A persona filter matches the persona chosen on the work; it does not reclassify it from the person's current membership or from historical time records.

Sort

Use the sort control to order the table by a column — for example by due date, priority, or status. Like filters, the toolbar shows whether a sort is applied. See Sort → Items for details.

Columns

The table's column manager lets you show, hide, and reorder the columns the table displays, so you see the fields relevant to your work (and your custom fields) and hide the ones that aren't. Your column choices become part of a saved view, so different views can surface different fields.

Putting it together

Search, filters, sort, and columns combine into one tailored slice of your work. Once you've built a slice you'll want again — your daily triage list, a client's deliverables, a program roll-up — save it as a view so you (and others) can return to it in a click. That's covered next: Creating & Sharing Views.