Filtering is a powerful way to get to the subset of information you care about, and easily access it. You should be able to filter across the most commonly used fields across initiatives, epics, and issues. If you have any questions or want to add additional filters, please reach out to the support team at support@heyvelma.com


You'll find the filters options at the upper right-hand corner of your screen. You should be able to access your previously saved filters as well as modify the current filters. If you look at the upper left-hand corner of the screen, you should see what filters are applied to the data you currently see - highlighted in yellow.

Saving Filters

  • Click on "Filter" in the right-hand corner
  • Modify your subset of filters
  • Click "Save Filter"
  • This will allow you to name the filter before saving it
  • All your saved filters will be accessible under the "Saved Filters" menu at the top of the screen

Filtering Options

Filters currently apply as an "OR" within a field and "AND" across fields. For example, if you filter on "In Progress" and "To Do" within the "Status" field and on "Lisa Jiang" within "Assignee", then what you will see is anything in the status ("In Progress" OR "To Do") AND also assigned to "Lisa Jiang"

You can choose to "Expand All" or "Collapse All" filters at the top to toggle viewing all the options underneath each filter type.

You can also choose to apply filtering at multiple levels - either the initiative, epic, or issue level. This comes in handy for overlapping fields such as "Status" or "Assignee" where you may only care about the value at a specific level, e.g. "I want to know everything going on for all initiatives in progress."

When you select an "Apply To" level, this specifically dictates how information will be filtered out, not what information will be shown. So, for example, if you select "Initiative" and then "Q1-2023" label, it will show all initiatives with that label only, but it'll still show all epics and issues underneath them.

If you select "Epic", for example, you'll be able to see all initiatives the filtered epics are part of as well as the issues underneath the filtered epics.

Search select is also available for fields with a lot of possible values to look through. For example, labels or assignee fields.