The planner shows a focused, ordered set without changing the underlying content.
Steps
- 1
Start with Search
Search when you know a title or text detail. - 2
Add filters
Filter by the workflow and content fields that define the set, such as status, assignee, project, platform, type, or date. - 3
Choose a sort
Sort by the field that answers the current question, such as newest dates, pipeline order, priority, or title. - 4
Group the result
In supported views, group the narrowed set so ownership, status, project, or another field becomes visible as sections.
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