Anywhere you can see a list of Projects, you have the ability to filter that list. That includes Projects returned by quick filters in the Project section or Projects returned by a Card.
To filter the Projects returned by a quick filter:
- Click next to the Project search bar.
- Click to open the Filter Results window.
To filter the Projects returned by a Card:
- Click on the Card.
- Click .
You can filter by:
- Type(s): Select which type(s) of Project you’d like to see.
- User(s): Select each user for whom you’d like to see associated Projects.
- Role(s): Select the role(s) you would like to have filled by the selected users. You can choose between Sponsor, Leader, Facilitator, Participant, and/or Follower.
- Level Types: Select the Level Types you’d like to see included in the results.
- Locations: Select the Network Locations you’d like to see included in the results.
- Status(es): Select the status(es) of the Projects to be displayed. You can choose between New, Planned, Active, Overdue, and/or Complete.
- Additional: Select any additional qualifiers; you can choose between Flagged, Private, Reopened, Liked by Me, or any combination of the four.
- Projects: Select the Projects whose nested Projects you would like to see.
If you want the selected Projects to be returned (as well as those nested beneath them), check the box next to "Include Selected Projects." Otherwise, leave this box unchecked.
If you want to see all Projects nested beneath a Project, select "Any."
If you don't want to see any Project nested beneath another Project, select "None."
- Project Type(s): Select under which types of Projects the returned Projects should be nested.
- Open the Attributes section to filter by any of your organization's Attributes.
- Open the Specialized section to filter by:
- Keyword: Enter a keyword that you’d like to have included in each Project.
- Bottleneck: A bottleneck is a constraint on workflow that reduces the efficiency and capacity of that workflow. It’s important that you’re able to find these bottlenecks so that you can work to improve the improvement process.
The common bottlenecks in KaiNexus are when an item is new and hasn’t been assigned, when it is overdue and hasn’t been resolved, when it hasn’t been updated, and when a Resolution has been submitted but not approved.
Pick any combination of bottlenecks and a new field will appear in which you can enter the date range. For example, if you only want to see items that have not been updated in more than a week, you would pick “More than 7 days.”
- Milestone: Milestones are a configurable workflow that has been overlayed on top of Improvements and Projects. NOTE: This field will not be visible if your organization has no milestones in place.
Pick any combination of milestones and a new field will appear in which you can specify which status those milestones should be in. Your options are "Not Ready for Approval," "Ready for Approval," and "Approved."
- Open the Dates section to filter by important dates. You can use a custom date range (such as “from January 1 - February 1”) or a relative date (such as “from the past 7 days”).
Relative dates (e.g. last 7 days, last 3 months, etc.) are great if you’re going to save your list or Card for future use because they let your list stay up to date. You can still set custom date ranges if that better suits your circumstances.
To pick a date range, click in the field you want to edit; this will open the drop-down menu listing your options.
You can set a relative date for any “Starting” date but can only set a relative date for the activate, due, and review “Ending” dates.
To fill in the other “Ending” dates, click in that field. This will open a calendar from which you can select the appropriate date.
- Open the Logic section to control the logic between and within the various filters:
- For example, you can decide that between fields, filters should operate with “And” logic. So, for instance, you might say you want to only see a list of Improvements of a certain type AND a certain status.
- Or, you can decide that within fields, filters should operate with “Or” logic. For example, you might want to only see a list of Projects of the Active OR Overdue statuses.
- You can sort by ID, title, status, priority, authored date, start date, end date, completed date, or last updated date, in ascending or descending order.
When working with a list returned by a quick filter, you have 3 options for what you want to do with your results:
- Click “Save and Apply” and you’ll get to see that list.
- Save and Apply while adding it to a board
- Check “Add to Board.”
- Name your Card anything you want.
- Pick which Board onto which you want to place this list.
- Click “Save & Apply.”
- Check “Add to Board.”
- Save and Apply while creating a new list:
- Check “Create New List.”
- Name your list anything you want. This list can now be selected when filtering your Projects.
- Click “Save & Apply.”