Filters
Filters are a great tool for creating custom views of your data.
Configuring Filters
Vistaly filters are flexible. See the different ways you can configure them to view your data.
Combining (composing) filters
Combining filters together is a powerful way to look at different match criteria. Add multiple conditions to create different views.
- ALL criteria - When the filter criteria is set to ALL, results are returned only if they match all of the filters.
- ONE criteria - When the filter criteria is set to ONE, results are returned if they match any one of the filters.
- NONE criteria - When the filter criteria is set to NONE, results are returned only if they match none of the filters.
Include Full Hierarchy
Include Filter Hierarchy? will make it match on the filtered cards and also show their parents all the way up to the top of your tree.
Dyanmic Filters (Custom Fields)
Adding custom fields to cards will make them accessible to filters.
Sharing Filters With Your Team
When you save a filter, they automatically are shared and usable by other members of your organization.
Popular Filters
Check out some of the more interesting filter use cases:
Use Case 1: High value Opportunities
Filter by Opportunities that have at least X Insights and high values in the custom fields that track severity, pain level, or importance.
Use Case 2: Opportunities by customer(s)
Look at your tree through the eyes of a specific customer or customer segment. Use the customer filter to reveal opportunities identified after talking to specific customer(s).
Use Case 3: Work that’s in-flight
Use time filters to show Solutions and Opportunities that have a status of Now/Next/Later.
Use Case 4: What’s new?
Use time filters to show everything that’s been add or updated in the last day/week/month.
Use Case 5: Show a specific team’s work
Used in combination with assignement, filter the tree to see any cards that are assigned to a given person or team.