Intro to Display Options and Filters

Video Placeholder Duration: 4-5 minutes Topics covered: Display properties, grouping, sub-grouping, ordering, filters, saving views

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Understanding Display Controls

When viewing work items, you have powerful controls to customize what you see and how it's organized. These controls work across all layouts.

The main controls are:

• Display Properties — Which fields to show
• Grouping — How to organize items
• Sub-grouping — Additional organization layer
• Ordering — How to sort within groups
• Filters — Which items to include

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Display Properties

Choose which fields appear in your view:

Property	Description
ID	Work item identifier (e.g., WEB-123)
Work Item Type	Type of work (Bug, Feature, etc.)
Assignee	Who's responsible
Start Date	When work begins
Due Date	Deadline
Labels	Tags and categories
Priority	Urgency level
State	Current status
Sub-work Item Count	Number of child items
Attachment Count	Number of files attached
Link	Number of external links
Estimate	Effort estimation
Modules	Associated modules
Cycle	Associated cycle

Customizing Display Properties

1. Click the Display button in your toolbar
2. Toggle properties on/off
3. Your view updates immediately

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Grouping

Grouping organizes work items by shared characteristics into collapsible sections.

Available Grouping Options

• State — Group by workflow state
• Priority — Group by urgency
• Cycle — Group by sprint
• Module — Group by feature area
• Labels — Group by tags
• Assignees — Group by owner
• Created By — Group by creator

Example: Grouping by Priority

🔴 Urgent
├── WEB-101 Critical security fix
└── WEB-102 Production bug

🟠 High
├── WEB-103 Performance issue
└── WEB-104 API timeout

🟡 Medium
├── WEB-105 UI improvement
└── WEB-106 New feature

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Sub-Grouping

Add a second level of organization within each group.

Example: Group by State, Sub-group by Assignee

🔵 In Progress
├── 👤 Alice
│   └── WEB-101 Design homepage
├── 👤 Bob
│   └── WEB-102 Build API
└── 👤 Carol
    └── WEB-103 Write tests

🟢 Done
├── 👤 Alice
│   └── WEB-100 Setup project
└── 👤 Bob
    └── WEB-099 Initial planning

Sub-grouping helps you understand work distribution within each state or category.

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Ordering

Control how work items are sorted within each group:

Order Option	Description
Manual	Drag-and-drop custom order
Last Created	Newest first
Last Updated	Recently changed first
Start Date	By start date
Due Date	By deadline
Priority	By urgency level

Setting Order

1. Click the Display or Order button
2. Select your preferred ordering
3. Items rearrange automatically

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Filters

Filters control which work items appear in your view.

Available Filters

Filter	Description
State	Include specific states only
Priority	Filter by urgency
Assignees	Show items assigned to specific people
Labels	Include items with certain labels
Cycle	Filter by cycle
Module	Filter by module
Created By	Filter by creator
Start Date	Filter by date range
Due Date	Filter by deadline range
Completed Date	Filter completed items by date

Applying Filters

1. Click the Filters button
2. Select a filter category
3. Choose specific values
4. Filters are applied immediately

Combining Filters

Apply multiple filters together:

• State = "In Progress" AND
• Assignee = "Alice" AND
• Priority = "High" or "Urgent"

This shows only high-priority in-progress items assigned to Alice.

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Additional Display Options

Show Empty Groups

Toggle whether to display groups with no work items.

• On: See all possible groups (useful for seeing gaps)
• Off: Hide empty groups (cleaner view)

Show Sub-Work Items

Toggle inline display of sub-work items:

• On: Expand to see child items within the list
• Off: Show only parent items

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Saving Custom Views

Don't recreate your filters each time — save them as a View:

1. Apply your desired filters and display settings
2. Click Save View (or create from Views section)
3. Give your view a name
4. Access it anytime from the Views section

Example Saved Views

• "My In Progress" — Filter: Assignee = Me, State = In Progress
• "High Priority Bugs" — Filter: Priority = High/Urgent, Label = Bug
• "This Week's Deadlines" — Filter: Due Date = This Week

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Quick Filter Tips

Filter by Assignee: Me

Quickly see your own work by filtering Assignee to yourself.

Filter by Mentions

Find work items where you've been mentioned in comments.

Filter by Subscribed

See items you're subscribed to but not necessarily assigned.

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Filter + Layout Combinations

Pair filters with layouts for powerful workflows:

Goal	Filter	Layout
My daily tasks	Assignee = Me, Due = Today	List
Sprint progress	Cycle = Current	Board
Team workload	State = In Progress	Board grouped by Assignee
Upcoming deadlines	Due Date = Next 7 Days	Calendar
Project timeline	Module = Feature X	Timeline

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Key Takeaways

• Display Properties control which fields are visible
• Grouping organizes items by shared characteristics
• Sub-grouping adds a second organizational layer
• Ordering sorts items within groups
• Filters determine which items appear
• Save Views to reuse your filter configurations
• Combine filters and layouts for powerful workflows

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Next Steps

Need a quick place to capture notes and ideas? Learn about Stickies — your digital bulletin board.

Next Lesson: Intro to Stickies