Views, filters and saved views

The issues are in there somewhere. This is how to get the right twenty on screen without scrolling past the other four hundred.

Before you start

Some issues to look at.
Anyone can use views, filters and Display, and save personal views. Workspace views need an Admin, the Owner, or member access switched on. Who can do what.

Steps

Pick a view

The sidebar has these ready under Issues. The last four wait in the Back room, folded until you open it.

View	Shows
Cockpit	Everything assigned to you or to agents you personally own, from Backlog through review, blocked work included, plus recently done or canceled work. Snoozed issues stay out until they wake. It’s the workspace home. Grouped by status, Backlog comes first, showing ten issues (those needing refinement first) and Show all. Its header counts what needs refinement. Dockets awaiting your review previews up to three dockets with issues waiting for your review or environment approval. The count is dockets, not issues. Open a docket to read it in Sign-off, or use View all in Sign-off. Press the heading to fold the preview; Cockpit remembers per person and workspace. Work outside dockets still waits in Sign-off.
Control tower	Every assignee’s work from Ready through review, blocked work included and marked, plus recently done or canceled work. Snoozed and Backlog issues stay out. Grouped by assignee, then status.
Refinery	Every unrefined issue that isn’t done or canceled. Crude in, refined out. Iced and snoozed issues stay out unless the Postponed issues filter brings them back. The count beside it in the sidebar is a to-do list for whoever plans.
Lost and found	Work that fell through the cracks: open, awake issues nobody is assigned to, plus refined issues moved back to a Backlog-type stage. Iced and snoozed issues stay out. Each row says why it’s there, Unassigned or Back in Backlog, and the count beside it in the sidebar says how many are waiting to be claimed. It only shows under Issues while something’s in it, while you’re on it, or when sidebar counts are off; favorites and Find it. always reach it.
Backlog	Issues in a Backlog-type stage: captured, not yet promised. Snoozed issues stay out until they wake.
All issues	Every issue in the workspace, whatever its stage, snoozed or not. Only trashed issues stay out.
Cold storage	Parked on purpose: issues in the Iced stage, plus open issues snoozed until later. Snoozed ones return to their usual views when they wake. Iced ones stay until someone moves them to another stage.
Trash	Trashed issues. They keep their content and relationships but block nothing. Restore issue brings back their status and blocking. After 30 days in Trash they become eligible for permanent deletion, and Hydrant deletes them for good.

Open issues isn’t in the sidebar. A project’s view picker offers it, and a saved view can start from it. It shows every issue from Backlog through review, blocked work included and marked. Done and canceled issues stay out, and so do Iced and snoozed ones unless the Postponed issues filter brings them back.

Current work, Available to start, Iced and Snoozed left the sidebar. Old links to them still open, and a favorite of one becomes Control tower or Cold storage.

“Recently done or canceled” means the past day by default in Cockpit and Control tower. Display can widen it.

When something in Cockpit or Control tower is blocked, a red Remove before flight tag appears beside Filter. Pull it and every issue marked Blocked steps aside: the tag turns into Cleared for takeoff, and the issue count says how many are held at the gate. Press it again to hang the tag back and see everything. Each of the two views remembers its own setting in this browser. Agents get the same list by passing blocked: "false" to list_issues.

Hover a view, or open its ⋯, for a one-line reminder. About this view, beside the view’s title, has the longer version. Add to favorites in the same ⋯ pins it under Favorites at the top of the sidebar. Favorites are kept in this browser.

Filter

Press Filter, or f.
Pick a property: Search, Status, Priority, Size, Environment, Assignee, Project, Milestone, Cycle, Label, Dependency, Approval, Following, Refinement, Snooze or Postponed issues (Refinery and Open issues only).
Pick a value. The filter appears as a chip.

Status, Priority, Size, Environment, Approval, Assignee, Project, Milestone, Cycle and Label take several values. Their lists are checkboxes: picking one keeps the list open so you can pick more. Space or Enter ticks the highlighted row, and Esc closes the list. Up to fifty values per filter.

The word in the middle of a chip says how its values combine. Press it to pick another:

Operator	Means
is / is not	One value: that one, or anything but that one.
is any of	Has at least one of them. Status is any of Done, In progress.
is none of	Has none of them. Label is none of Bug, Chore includes issues with no labels at all.
includes all of	Label only: has every one of them. Label includes all of Bug, Billing.

Different chips all apply at once: Status is any of Done, In progress with Assignee is Ada Lovelace shows Ada’s issues in either stage. Three or more values read as a count, such as 3 statuses; point at it to see their names. Refinement and Snooze already come in pairs, so pick the other answer instead.

While a filter is empty or set to is any of, each row in its value list shows how many issues have that value, with your other filters in place. Under is none of and includes all of the rows stay plain. The foot of the list always shows how many issues the list holds now. The numbers arrive a moment after the rows, so you can pick before they do. When nothing matches, the empty list names the filter that narrows it most and offers up to two to drop, each with the count you would get. When your filters keep 95% or more of the view without them, one quiet line under the toolbar says so, such as These filters keep 1,188 of 1,204 issues.

Agents and links write the same thing: values joined by commas for is any of (status: "done,in_progress"), one ! in front for is not or is none of (status: "!done,canceled"), and all: in front for includes all of (label: "all:<id>,<id>"). Saved views keep them the same way.

Some choices can’t work with the filters you already have, so they stay in the list, greyed out, with the reason: a milestone outside your Project filter, Current cycle when no cycle is running, Postponed issues outside Refinery and Open issues. If a link or saved view brings one in anyway, the list still loads, and a line under the toolbar names the problem with a button to fix it. Usually that filter is left out and its chip is marked; Current cycle with no cycle running still applies, so the line explains why the list is empty.

Describe it, at the top of the Filter menu, turns a sentence into filters. Type something like open bugs nobody has started and press Enter. Hydrant suggests chips from your workspace’s own statuses, priorities, people, projects, milestones, cycles and labels, with the number of issues they would show. Nothing changes until Apply: remove any chip with its ×, or press Cancel to go back to the menu with your words kept. A guess it isn’t sure of says Check this and offers the next-best reading in one click, and words it couldn’t place are listed. A suggestion that can’t work with the others is struck through with the reason and isn’t applied. If Describe it is unavailable, one line says so and the rest of the menu works as usual. Your description isn’t saved.

Under Describe it, Suggested offers up to three one-click filter sets, each with the number of issues it shows: a value most of the list shares, such as 62% of these have Label Bug. Add it? (on lists of 20 or more, when it covers 40% to 90% of them); Your last one, the filters you last left on this list; and Hide Done and Canceled on an unfiltered list where those make up 40% or more. Nothing applies until you click. Your last one is kept in this browser only, so another browser or device starts without it. When nothing fits, the menu looks as it always has.

To see everything a person answers for, pick the row under their name in the Assignee filter that adds and their agents, such as Ada Lovelace and their agents. It covers their own issues plus every named agent they personally own, retired ones included, the same rule as Cockpit; shared agents and other people’s agents stay out. It works with every operator like any other value, and Insights’ Who picker offers it too. Agents write it as assignee: "with-agents.<person's assignee id>".

Remove one chip with its ×, or all of them with Clear. Search matches titles, or an exact issue number when you type #42. Cycle understands Current cycle and Next working cycle, so a saved view keeps working as cycles roll over. Dependency lists what blocks, or is blocked by, a particular issue. Following shows the issues you follow.

Filters live in the address bar, so a copied link shows a teammate the same list, as far as their access allows. Following is the exception: it always shows each person what they follow.

Change how it looks

Press Display:

List or Board: the Board shows the same issues as columns of cards, with its own pickers and Card properties. Board covers it.
Mode: Shut up (one line, less UI) or Firehose (two lines: the second leads with the project and milestone, then labels and dates; blocking sits at the end of the first).
Grouping and Sub-grouping: status, priority, assignee, size, environment, cycle, project, milestone or label.
Ordering: created, updated, priority, status, title or size, with a button to reverse it.
Show completed issues, with a time window (All time, Past day, Past week, Past month) and Newest completions first.
Show sub-issues and Show empty groups.
Density: Compact or Comfortable.
Display properties: which details each row shows, from ID and status to Time in status.

A dot on Display means its options differ from the default. Reset returns a saved view to its current saved Display, including List or Board, without changing your filters. On other lists, Reset returns to the defaults and keeps List or Board as it is. Display choices apply to this view, in this browser, and are never part of a shared link.

Which layout a view opens in: the one you picked for it in this browser, else the one its saved view was saved with, else your Layout in Settings › Preferences, which follows your account to every device. Picking the layout a view would open in anyway just follows it again, so a later change to your default reaches that view too.

In a grouped list, each group header has a + that creates an issue already set to that group’s value. Environment groups have no +: a new issue isn’t Done yet, so it can’t start in an environment.

In the issue list, drag an issue onto another group to give it that group’s value: Backlog to In Progress, one assignee to another, High to Urgent. With a sub-grouping, dropping into a sub-group sets both values at once. The usual rules still apply: moving an unrefined issue to Ready asks you to mark it refined, and if other issues depend on it, Canceled shows what the cancellation affects before anything changes. Drag a selected issue and the whole selection moves: each issue gets the group’s values, and issues already there stay as they are. Moving several to Ready asks once about the ones that need refinement. Moving several into Canceled first shows one review of everything they block, as canceling from the bar does (Change several issues at once). On a phone, or without a mouse, use the row’s ⋯ menu instead. Grouped by environment, rows don’t drag to another group: move a Done issue from its own Environment property.

Grouped by Cycle, the current cycle, the next one and No cycle are always there to find: the current and next cycles carry a Current or Next tag, and every cycle shows its dates in its own timezone. Any other cycle shows up once it holds an issue in the view, oldest first, with No cycle last. Past cycles appear with Show completed issues, within its window, and also whenever open work was left behind in one. Drop an issue on a cycle to put it there, or on No cycle to take it out. Cycles that are over or were canceled carry an Ended or Canceled tag and refuse drops, saying why; nothing changes, so pick a current or upcoming cycle instead. Undo puts the issue back in its previous cycle unless that cycle has closed in the meantime. After dragging a selection, Undo puts back each issue that moved and says how many couldn’t go back. With cycles off, Display stops offering Cycle; a view already grouped by it keeps its groups, but issues don’t move between them and the groups have no +.

Grouped by Project, projects run in the Projects page’s order (active, planned, paused, completed, canceled), archived projects after them, and No project last. Each heading shows the project’s icon and colour. Grouped by Milestone, each milestone gets its own group named with its project, such as Checkout · Beta, so two Betas in two projects never merge; they follow their project in that order, then the milestone’s place in it, and one No milestone group holds everything without one. Want milestones under each project? Pick Project under Grouping (or Columns) and Milestone under Sub-grouping (or Groups in columns); inside a project the headings show just the milestone. Milestone can’t sit above Project, and neither works as Swimlanes against the other: Display shows those choices greyed out, with why. A project’s own Issues view offers Milestone but not Project.

Drop an issue on a project to move it there, without a milestone; on a milestone to put it in that milestone and its project; on No milestone to keep its project and drop the milestone; on No project to take it out of both. Dropping on the project an issue is already in changes nothing, so moving it between statuses (or columns) inside its own project keeps its milestone. The issue moves as it would from its own Project field, in one save, and Undo puts back exactly the project and milestone it had. A project that completed on its own when its last issue finished still takes work, and reopens. A project completed by hand or canceled, and a milestone that’s achieved or canceled, carry a Completed, Canceled or Achieved tag and refuse drops: adding work there is a scope change you review, so do it from the issue, where you can see the impact. An Archived project or milestone refuses too, until you restore it. These groups have no +, nothing changes when you drop on them, and Undo is refused the same way if the issue’s old home has closed since. Dragging a selection moves every selected issue to the same place, skips the ones already there, and is refused once, as a whole, by a closed destination.

Grouped by Label, labels run in the order your label list shows them, by name, and No labels last; each heading shows the label’s colour, icon and name. An issue with several labels shows in each of its label groups, so the same issue can appear twice; point at or select one copy and the others light up with it. Each group counts the issues in it, while the view’s total counts each issue once, so the group counts can add up to more. Filtering by a label still shows the matching issues under all their labels. A label group’s + creates an issue with that label; No labels creates one with none.

Dragging between label groups swaps one label for another: drag an issue from Bug to UX and it loses Bug and gains UX, keeping its other labels. If it already has UX, it just loses Bug. Dragging from No labels adds the label. Dragging onto No labels is refused, because it would strip every label at once; remove them from the issue’s Labels instead. Dragging a selection does the same for each issue: it loses the label of the group you dragged from, if it has it, and gains the new one. Undo puts back exactly the labels the issue had. To add a second label without losing one, use the issue’s Labels. The Board follows the same rule for label columns, swimlanes and groups in columns: a No labels column takes no cards, and ⋯ → Move to lists it greyed out with why.

In the list or within a Board cell, when issues tie on the Ordering, say three Highs ordered by Priority, drag one up or down among them to put them in the order you want, or use Move up and Move down in its ⋯ menu. The order is shared with everyone and every view, and it only ever breaks ties: a High never drops below a Medium, and a drop past the other Highs lands at the end of the Highs. Created, Updated and Title never tie, so there’s nothing to hand-order under them. One issue moves at a time; a selection only moves between groups or columns. Board specifics, including phones: Order cards that tie.

Environments in lists

If your workspace ships through environments (Where Done work has got to), lists can show them too:

Environment filter: pick one to see what’s there, or Not in an environment. Picking one shows its Done issues even when Show completed issues is off, since that’s all an environment holds.
Approval filter: Waiting, Held, Behind a flag, Passed or Approved, read in each issue’s current environment the way the Environments page counts them. Approvers also get Waiting for your approval. Pick several for any of them, or use is not to leave some out; issues outside environments, or in one nobody approves, have no approval state, so is not keeps them. Picking a state shows its Done issues even when Show completed issues is off or a time window is set; is not follows Display as usual. A capped group on the Environments page links here with its environment and state.
Environment grouping, in your promotion order, with Not in an environment last.
Environment as a Display property, shown on rows that have one.

Save “On Staging” as a view and it works for agents too: they pass the same filter to list_issues. Turn environments off and these choices go away. A filter already applied stays as a chip until you remove it.

Save a view

When a filter earns its keep:

Press Save view beside the issue count.
Name it and choose an icon and color.
Admins and the Owner (or anyone, with member access on) choose who sees it: Everyone or Only me. Everyone else saves personal views.
Adjust the Starting list and filters if needed, then press Save view.

Your views are yours alone. Workspace views are everybody’s. Each collection holds up to 100 views.

A saved view keeps its Display too: Save view and Update saved view store the layout and options on screen, and the dialog names them (for example Board · Columns: Assignee · Firehose). Everyone who opens the view gets that Display until they change their own. Display › Reset follows the saved Display again; Reset to saved restores the saved filters too. After a confirmed Update saved view, this browser follows later saved Display changes. If you made a newer Display choice or someone replaced the saved Display while saving, your local choice stays. Views saved before Display came along open with each person’s own defaults until someone updates them.

Open a saved view and change its filters and you’ll see Modified filters. If your Display differs from the saved one, View options says so to anyone who can update the view. View options offers Reset to saved, Update saved view or Save as new view, plus Rename, Change appearance, Duplicate view, Delete view and, on a personal view, Share with workspace for anyone who can save workspace views. Deleting a view never deletes issues.

Saved views in the sidebar (or Manage saved views) lists them all, with search and a star to favorite any of them.

Search from anywhere

⌘K or Ctrl+K opens Find it, which finds issues, views, projects and settings in one box. See Find your way around.

Settings, agents and permissions

They moved:

The settings sections: the Settings map.
Named agents and their owners: Named agents.
Roles and permissions: Who can do what.

What you should see

A list that answers the question you actually had, with the count beside the toolbar and your filters as chips above it.

If it goes sideways

An issue is missing from a view. It’s probably snoozed, iced, trashed, done, or assigned to someone else. Try All issues, or type its number into Find it.
“Your filters ate everything. Loosen up.” Remove a chip or press Clear filters.
A chip is marked and a line under the toolbar says it was left out. That filter can’t work with the others, such as a milestone outside the chosen project. Press the button on that line to fix it, or remove the chip.
“That’s a lot of statuses. Fifty is the limit per filter.” Untick a few, or flip the chip to is none of and pick the ones you don’t want.
You can’t save a workspace view. Members can’t by default. An Admin can, or can set Who can change them to Every member under Settings › Labels. You can still save a view for Only me.
“100-view limit reached.” Delete a saved view you no longer use. Its issues stay.
Display reset itself. Your own choices are stored in your browser, per view. A different browser, or cleared site data, starts from the saved view’s Display and your Layout in Preferences.
“This saved view was removed or its link is invalid.” Someone deleted it. Go back to Saved views or All issues.
A shortcut does nothing. c and f stand down while you’re typing in a field. Click outside it first. More in Keyboard shortcuts.