Filter, export, and reorder epics
The following actions are available for epics:
- Apply filters to epics or the work items in the epic to view select data.
- Export the epics or the work items in the epic in XLS or CSV format. Download the sheet for other purposes.
- Reorder the sequence of the epics based on your preference.
- Copy to epics to clipboard and paste them on a sheet for tabular view and further use.
Filter epics
The advanced filter mechanism allows you to easily find what you're looking for. You can apply filters to the epics or the items in an epic. There are two types of filters: Quick and Custom filters. Quick filters are the in-built filters that are based on the various attributes of projects. Whereas, custom filters equip you with AND/OR conditions to create your own criteria pattern. You can save the filter criteria and reuse them to avoid the rework. Click here to learn all about filters.
To filter:
- Go to the Epic module.
- Click the filter icon at the top.
- Select Epic or Work Items. Selecting epic provides you with quick filter criteria based on the epic attributes whereas work item provides quick filters based on item attributes.
- Select Quick or Custom filter.
- Select built-in filter criteria or define your custom criteria.
- Apply the filter to view the epics or work items matching that filter criteria.
Export epic
You can export the epic data in an xls or csv file and download it to use outside of the application.
- You can apply filters to export select data.
- You can access the exported file in Export History.
To export epic:
- Go to the epic module.
- Click the ellipsis icon at the top. The dropdown menu will appear.
- Select Work Items or Epics.
- Select Export. The Export Filter will appear.
- Select the required file format.
- Define grouping if necessary.
- Select the fields that need to be exported.
- Specific Recurrence Type to set up scheduled exports.
- Enable Header to assign the field names as headers for the columns.
- Select the filters that need to be applied or create custom filters. Learn more.
- Click the Apply & Export button. The export will be initiated.
- Click the ellipsis icon and select Export History in the projects menu. The exported file will be available in the Completed Export tab.
- Completed Export lists the Date, Time, and File Name of your export. View the export details and, if applicable, the recurrence details of the file.
- Active Export lists all the files that are active and scheduled for export.
- Click the file or the Download icon to download the file.
Reorder epics
Reordering the epics helps you arrange the display in a sequence that best suits your requirement.
To reorder epics:
- Go to Epic module.
- Click the ellipsis icon at the top. The dropdown menu will appear.
- Select Reorder Epics. The reorder epic window will appear.
- Drag and drop the epics or edit the sequence numbers to rearrange them.
- Click the Save button.
- Click the Close icon to close the window. The epics will appear in the new order on the listing page.
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