Dynamic Filter Controller

Tabs

Tabs let users switch between preset filter views with a single click. Instead of manually selecting filters every time, users click a tab name and the whole dashboard snaps to that preset.

Dynamic Filter Tab

What Tabs Are

Each tab stores a set of pre-selected filter values. When a user clicks a tab, all the controller's filter fields jump to those values and all connected gadgets update instantly.

Example tabs:

  • All Work → no filters active (shows everything)
  • This Sprint → Sprint filter set to current sprint
  • My Issues → Assignee filter set to current user
  • Bugs Only → Issue Type filter set to Bug
  • High Priority → Priority filter set to High + Highest

How to Create a Tab

  1. Open the Dynamic Filter Controller in edit mode
  2. In the Live Preview area, click the + button next to the existing tab
  3. A new tab appears - click its name to rename it
  4. Set the default filter values for this tab (select values in the filter bar)
  5. Repeat to add more tabs
  6. Click Save gadget

Managing Tabs

  • Rename: Click the tab name to edit it inline
  • Delete: Hover the tab and click the remove icon
  • Reorder: Drag tabs to change their left-to-right order

Tab Design Tips

  • Keep tab names short - "My Issues" not "Issues Assigned to Me"
  • Always include an "All" or "All Work" tab - users need a one-click reset
  • Order tabs by frequency of use - most common tabs on the left
  • Use 3–6 tabs - more than 6 makes the bar cluttered

Common Tab Patterns

Tab NamePreset FiltersBest For
All Work(no filters)Default / reset view
My IssuesAssignee = currentUser()Personal workqueue
This SprintSprint = active sprintSprint planning and standups
Bugs OnlyIssue Type = BugBug tracking and QA
BlockersLabels = blocked OR Priority = HighestDaily risk review
High PriorityPriority in (High, Highest)Triage and prioritization
Done This MonthStatus = Done AND resolved >= startOfMonth()Retrospective and reporting