Friday, July 13, 2018

UniPhi 14 - Custom Filtering of Issues

To round off an exciting week of issue templates and derivatives for retention, we would like to circle back to the issues module for feature 13: custom filtering of issues.

The issues management functionality in UniPhi is one of its most useful features for running projects. This module allows for increased project visibility and effective collaboration due to issues being visible to all members of a project team. These issues can be easily navigated by filtering them according to their status (open, closed, and awaiting review), or their category (as defined by your organisations administrator). Furthermore, you can sort your issues according to the column headings such as; Rating (High, Medium, Low), Due Date (oldest / newest) and Assigned To (A-Z), allowing for quick and versatile filtering of project issues.

Despite this versatility, there are times, however, where even with all of those options, you still need the ability to further narrow down your list of issues. One of the frustrating things in previous versions of UniPhi, was that it allowed you to associate lists to issues but not filter by them. Though now you can do precisely that and have it set up and functioning in just a couple of quick and easy steps, which are listed below. 

To create and use custom issue filters you need to first create your own custom list. This can be accomplished by going into the hamburger navigation on the top left-hand side of the screen and selecting "Custom Lists" from the "Configuration" tab.

Once in the custom lists tab, simply create a custom drop-down list, as shown below and hit save.

This creates a list of filterable options that must now be linked to a custom field and category. This is done by, once again, going into the "Configuration" tab and selecting "Issues". 

Once there, go into "Issue Custom Fields" and create your issue custom field. Fill out the required information, optionally link it to an issue category and select the custom list that you just created from the drop-down list (highlighted below).

Tick the box that says your issue custom field should be filterable.

Go to your Issues tab, and filter for your issues. First by Category,

Then by the custom list filters that you created.

This will result in you being able to quickly and easily associate issues to custom lists and painlessly search for them, making the whole process a lot more efficient!

We still have 12 more features to reveal, so don't miss out on an update by following us on LinkedIn and Twitter.

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