Add and manage dashboard filters

Home dashboards allow you to refine your dashboard’s data based on specific criteria. Whether you build a custom dashboard or start with a template, all dashboards will start with filters already applied. Each filter will only apply to charts.

  • If you create a custom dashboard, you’ll select filter categories, and we’ll apply filters for you based on your team’s recent activity.

  • If you start with a dashboard template, filters will already be applied to align with the dashboard’s purpose.

Note: Dashboard filters take priority over chart filters.

フィルターを追加

To add a filter:

  1. Select Manage filters from the dashboard’s header. A dropdown will appear with the available filters. (Note: If no filters are selected or all are removed, select Add Filters)

  2. Select the data you want to filter and the filter will be added to the top of the dashboard.

Note: For date filters, instead of selecting a specific value, you’ll enter a number and a time unit to define your filter range.

Refine a filter

Once you add a filter, you can narrow down the results further to only show the data you need.

To refine a filter:

  1. Select the filter you’d like to refine. A dropdown will appear.

  2. Select the value that you’d like to apply. (For example, if filtering by “Work item priority,” you can select specific priority level like, “High“ or “Low”)

  3. [適用] を選択します。

Remove a filter

To remove a filter from the entire dashboard:

  1. Select Manage filters from the dashboard’s header.

  2. Deselect the filter that you want to remove.

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