Refine your display

Select your view type, filter, sort, assign colors, group items, and save your settings as favorite views.

View types

The following views are available in the different modules.

View Description
Smart List View A smart list of the entities, such as epics, features, defects, and tests showing information highlights. Certain entities can be expanded to show more information, such as the test steps or test entities.

Grid View

A grid with a list of all entities that match your filter. Use this view to see a full list of the relevant entities. This view also lets you choose and reorder columns. To select columns, use the Choose columns button.
Slim Grid View A grid with the same functionality as the Grid View but with less vertical space between entities.
Board View You can view entities, such as epics, features, and backlog items, as cards on a board. For details, see Using the board view.

Back to top

Filter

Filter the items you want displayed in the module.

Filter type Description
Workspace context

In the top banner, select the workspace context. You might have access to multiple workspaces.

Program context

Enterprise Edition: 

In the Backlog module: If programs are defined, you can select the program context in the top banner. You can access multiple programs.

Note: After filtering features for a specific program, features that are not related to that program might be displayed. These features are indirectly related to a program, via their children. Filter for program with the Filter bar if you want to display only items that are directly related.

Release/ Sprint context

In the Backlog and Team Backlog modules: Select the release and sprint context under the top banner.

The Release drop down in the Backlog module is filtered according to the selected programs.

You can also filter by:

  • All releases. Items are displayed for all releases, including items with no release.

  • Any releases. Items are displayed for all releases, excluding items with no release.

  • No release. Only items with no release are displayed.

Note: After filtering for a specific release, additional items that are not related to that release might be displayed. These items probably are indirectly related to a release, via their children. Filter for release with the Filter bar if you want to display only items that are directly related.

Filter bar

Click to show the filter toolbar.

Select a field, and define a filter condition based on values of that field.

Cross-filters

Extend your filters with a cross filter. Usually, you filter on a field’s main attribute. With a cross filter, you can filter on a variety of the field’s attributes. For example, you can filter tests designed by a team by selecting the Teams attribute in the Designer field.

Look out for the cross-filter arrow button alongside the attributes that support cross filtering.

Tips:

  • To filter by multiple ID fields, use a comma-delimited list. Use this to include or exclude items in a grid.

  • Filtering is not possible on memo or long string fields.
  • Add more fields to the filter condition, using the AND or OR operator.

Show descendants

In the Backlog and Quality modules:

  • Show only direct descendants. Displays only children of the selected node in the Backlog or Application Modules tree.
  • Show all descendants. Displays all descendants of the selected node.

Show/hide indirect features

On the Backlog > Features page, below the grid.

Toggle whether the view should include only features assigned directly to the selections in the context filter, or also features associated with the filter via their backlog items.

  • Show only direct features. The grid lists only features that themselves match the context filter conditions (release/ sprint/ milestone/ program).
  • Show also indirect features. The grid lists features that themselves match the context filter conditions (release/ sprint/ milestone/ program), and also features with backlog items that match the context filter conditions.

    Features that are indirectly associated with the context filter through their backlog items are marked with .

Filter pane

The right pane's Filter tab lets you drill down using additional filters. To show this tab, click the left-facing arrow in the right part of the screen. Then click the Filter tab.

In the , click the Choose Fields + button to select the fields that you want to filter by, and then, under each field, click + to select the values by which you want to filter.

Select or clear values individually, or use the Select All or Select None options from the menu next to the field.

Use this tab to filter last runs by release, milestone, environment, and so forth. To filter tests, use the Filter bar.

By item in grid

Right-click an item in the grid, and then select the Filter by option.

Any previous filter for the field you are filtering by is replaced.

History filter

In the History tab (when you drill down inside an entity):

  • Filter by modified field. Display history records for the selected modified field.
  • Filter by user. Display history records for the user who made the change.

Back to top

Sort

In Grid View or Slim Grid View, you can sort the displayed items in several ways:

To sort by displayed columns:

  1. In Grid View or Slim Grid View, click a column header to sort the items by that field's values.
  2. Click again to reverse the sort order.
  3. Shift-click another field to sub-sort by that field.

To sort by any field:

  • In Grid View, Slim Grid View and Smart List View, click the Sort toolbar button and select a field to sort by.
  • Select up to three fields to sort and sub-sort by.
  • Click the direction icon in each selected field to reverse the sort order.

Note:  

  • Sorting is not possible on memo fields, long string fields, or multi-select fields.
  • Sorting by Rank allows you to reorder entities in Grid View or Slim Grid View, by drag and drop. If this column is hidden, show it to enable reordering by rank.

Back to top

Assign colors

To help break up the visual number of entities on the board or grid, create color-codes based on chosen filters. After, you can save the preferences as a Favorite and share with other users.

Color preferences can be applied to epics, features, user stories, quality stories, and defects. The available filter fields are according to the work items involved.

To assign colors based on filters:

  1. Click the Assign color button. The Assign color window displays.
  2. Click the + Add Filter button and select the filter you want to apply a color to.
  3. Select the chosen color from the Select color drop-down arrow.
  4. Click Apply when done. The filter colors display as left vertical colored bars on the relevant items.
  5. To save these preferences as an additional attribute that is saved as a favorite, open the Favorites menu .

    For details, see Favorites.

Note: In the scenario where a work item matches multiple color conditions, the first color condition assigned will be the one applied in the view.

Back to top

Group

Group using one of the following options:

  • Click the Group By button, and select a field to group by. Select up to three fields to group and sub-group by.
  • Click the down arrow in the column header, and select the Group by option.

    Grouping this way overrides any previous grouping you have made.

If you sorted your view, items within each group are sorted accordingly.

Which fields can I group by?

  • You can group system fields of type String, List , Release, Team, and User.

  • You can group user-defined fields of type List , Release, Team, and User.

  • Grouping is possible on multi-select fields.

Cross-field grouping

Depending on your context, some fields enable cross-field grouping by related entities, in addition to standard grouping. This is indicated by a link dropdown icon next to the field name.

For example, within the Backlog grid you can group backlog items by the owner of their related feature:

Cross-field grouping is available in grids, boards, and summary graphs. Each context enables specific cross-grouping, based on performance considerations.

Limitation: You cannot export cross-grouping fields to Excel from grids.

Back to top

Favorites

Save a module's display settings as a favorite view. The favorite saves these settings: filter, selected columns, sort order, and grouping.

Each module has its own set of favorites. You can share favorite settings with all users, or with selected teams.

In the top banner, open the Favorites menu .

After you save or load an existing favorite, if you change your display settings, the favorite icon changes to .

In the Favorites menu, select Update Favorite to re-save the favorite with the current settings.

Back to top