Filtering is a great way to focus your board view on specific work items based on status, criteria, and integration with your Agile Tool (Jira/Azure DevOps). A strategic filter setup ensures every participant, from the RTE to the team member, sees the exact priority work. With these powerful controls, you can prioritize tasks needed for a predictable delivery.

You can apply filters using quick dropdowns or by accessing the strategic filter menu.

Feature/Story Status Filters: These comprehensive filters provide workflow-specific filtering options based on different categories. The filters are organized by Status Category (e.g., "To Do Category," "In Progress Category"). You can select specific statuses within that category (e.g., "Open," "Approved," "Requested," or "In Planning") to isolate work items that are at a specific point in your workflow.

Quick Filters: These dedicated dropdowns (e.g., "Planned," "Feature Status," or "Story Status") represent filters that have been saved and shared across the entire Program Board. They allow the whole team to apply common criteria instantly.

Advanced Filters: Click the “More Filters” dropdown to access a complete selection menu. Here you can filter by Iteration, Planned/Unplanned, Dependencies, and many other options.

ALM Fields: Filter by integrated Agile Tool fields like Jira Assignee or Item Type.

After selecting your criteria, click the "Apply Filter" button. The toolbar will display a "Filters Applied" button, showing the active criteria.

To filter by fields from your external Agile Tool (ALM), the fields must first be enabled in Board Settings.

Navigate to the settings section that manages custom field mapping and select the specific Jira or Azure DevOps fields you want to use for Epic and Story filtering.

Click the "More Filters" dropdown. Under the relevant ALM section (e.g., Jira Filters (Epic)), you can now select the enabled fields, including custom fields, for highly specific filtering based on your organization's data model.

For Jira users, enabling specific fields is a prerequisite for pulling that data into the Kendis cards and making them available for advanced filtering.

Navigate to your Program Board and click the Board Settings icon in the top-right corner.

In the modal that appears, click the “Additional Settings” tab. This section contains options for enabling non-standard fields and behavior.

Filtering by external fields is controlled by the “Enable Additional Fields” section.

Ensure the “Enable Additional Fields” checkbox is selected.

The system will list the Jira projects for which these fields are available. You must map the fields separately for Epic items and Story items. Within the Epic or Story selection boxes, you can choose which Jira fields you want to pull into Kendis.

They can be:

Once you have selected all required fields, click the Save button to apply changes to your Kendis board.

This configuration is specifically for Azure DevOps (ADO) users to ensure the Kendis planning board shows the latest data and metrics from your ALM tool.

Click the three-dot icon on the “Feature List”. It will open “Edit Board Settings”.

In the settings modal, navigate to the "Azure DevOps Projects" tab. Ensure your specific ADO project is listed and linked.

Use the "Fields Mapping" tab to define how Kendis interprets your ADO data for estimates and dates. Select the corresponding ADO fields from the dropdowns for key metrics like Feature Estimate, Feature Start Date, Feature Due Date, and their Story counterparts.

This mapping keeps estimates (Story Points, Effort) and dates (Target Date) synchronized between Azure DevOps and Kendis.

Enable Additional Fields for Filtering

Use the "Additional Fields" tab to pull additional fields from ADO onto the cards and make them available for advanced filtering.

Click the "Select Field" dropdown menu to search for and select the ADO fields you want to pull into Kendis. This includes Standard Fields and any Custom Fields specific to your organization.

Once all mappings and additional fields are selected, click the Update Project Settings (Resync) button.

Please wait as the resynchronization process will take some time to complete before the configuration changes are fully reflected on your Kendis board.

Once a filter is applied, you need to save it. Saving your specific filters allows for convenience and programmatic sharing across the ART.

After applying all desired filter criteria (e.g., Feature Status, Planned), click the "Save As" button located on the toolbar. This opens the "Add new filter" modal.

Enter the desired filter name (e.g., “Planned Stories”) and an optional Description.

Within the "Add new filter" modal, you choose where to save the filter.

It is recommended to select "Quick Filters" from the "Save Filter As" dropdown. This saves the filter set and makes it available to all users on the entire Program Board.

Once saved, the filters can be applied across the board. Let’s try to apply your saved filter on Timeline View for better visualization.

Go to the "More" menu and select "Timeline View."

Locate the filter area in the Timeline View, navigate to the "Quick Filters" dropdown, and select your saved filter.

To audit progress, use the View dropdown to select grouping options such as "By Team".

Once a filter is saved as a My Filter or Quick Filter, you can copy it to other boards, edit it, or delete it.

Click the Search filter option on the toolbar.

Click the Manage Filters option ( it can be Manage Quick Filters or Manage My Filters) to access the management options.

Copying a Filter

The Copy function creates a duplicate filter for use on different boards.

Select "Copy To".

The "Copy filter to board" modal appears. Select the Target Board(s) where you want the new copy of the filter to be saved.

This is ideal for quickly sharing a filter across multiple PI boards.

Editing a Filter

Editing allows you to update the filter's name, description, or criteria without creating a new filter.

Select "Edit".

The "Edit filter" modal opens, allowing you to change the Filter Name and Description, or modify the selection for My Filter vs. Quick Filter.

Click "Save" to apply the changes to the existing filter.

Deleting a Filter

Deleting permanently removes the filter from the list.

Select "Delete".

A pop-up dialog will ask you to confirm the deletion (e.g., "Are you sure you want to delete the filter?").

Click "Yes" to permanently delete the filter from your program board.