What is it?
This article gives an overview of the ‘Add Filter Column’ feature in the Planner view and how it is used.
Who will use it?
All Manuscript End-users.
How is it used?
To access the Planner View in Manuscript, once logged in, select Planner in the left sidebar:
If you have cases from other milestones that you don’t want to see on your planner views, such as Undecided milestones, or cases you’d like to see that match a filter, you can click the Add Filter Column button:
This lets you use any filter you have saved in Manuscript to quickly add cases that match.
You may add as many filter columns as are helpful, and they can be reordered by dragging them around just like milestone columns. Filter columns can be removed by clicking the X at the upper-right hand corner of the column:
Filter columns are also convenient when you need to view a milestone in more than one planner. Normally, a project-specific milestone can only be added to a single planner. Global milestones can appear in multiple planners, providing they don’t have any projects in common. But if you wanted to see, for example, a backlog milestone in several planners, you could create a filter with:
milestone:"project backlog" orderBy:backlog
and add it wherever you see fit.
Note that while you can reorder cases in milestone columns, you can’t do so in filter columns — case order is dictated by the “Sorted By” settings of the filter itself. If you’d like to change this, you can modify the filter Sort criteria from the case list page:
You also can’t add cases to a filter column as in a milestone column, nor is the Kanban board available for filter columns, but you can drag cases from a filter column to other milestones.