Jibility supports an advanced Filter that helps you focus on the items that matter most in your strategy roadmap.

Previously, Jibility allowed you to filter by Labels only. A new advanced filter gives you more ways to filter your roadmap objects by choosing a field, an operator and a value.

For example, in the Initiative step, you can filter initiatives where the Initiative Description contains “Digital”. This allows you to quickly focus on digital initiatives without changing or deleting anything from your roadmap.

The advanced Filter is currently fully available for the Capability and Initiative steps.

For now, the Challenge and Objective steps use the same advanced Filter interface, but are limited to filtering by Labels only. We plan to enhance filtering for Challenges and Objectives in a later release.

What is a filter condition?

A filter condition is made up of three parts:

1. Field — the information you want to filter by, such as Description, Labels, Priority or another available field.

2. Operator — how Jibility should compare the field value, such as contains, equals, starts with or is empty.

3. Value — the text, number, date, label or option you want to match.

Example: Initiative Description contains Digital

This means Jibility will look for initiatives where the Initiative Description includes the word “Digital”.

Opening the Filter

To use the Filter:

4. Go to the step you want to filter, such as Capability or Initiative.

5. Click Filter in the top right of the canvas.

6. Select the field you want to filter by.

7. Select an operator.

8. Enter or select the value you want to match.

9. Click Apply.

Tip: Select Preview to see the effect of the filter while you are setting it up. Use Clear to remove the current filter from the canvas.

Saving a filter

You can save an filter so that it can be reused later.

This is useful when you have a filter that you use regularly, such as a filter for digital initiatives, high-priority capabilities or items that still need more information.

To save a filter:

1. Open Filter.

2. Create the filter condition you want to use.

3. Click Save.

4. Enter a name for the filter.

5. Click Apply.

Once saved, the filter will be available from the filter drop-down list.

Example: You could save a filter called Digital Initiatives with the condition Initiative Description contains Digital.

The next time you want to focus on digital initiatives, you can simply select the saved filter instead of creating the same filter again.

Saved and unsaved filters

The Filter function supports both saved and unsaved filters.

Filter type	What it means
Saved filter	A named filter that can be selected again later from the filter drop-down list. Saved filters are shared with other users who have access to the same roadmap.
Unsaved filter	A filter that is used temporarily. Unsaved filters are local to you only. Other shared users will not see your unsaved filters.

Tip: Save a filter when it will be useful to reuse or share with others. Use an unsaved filter when you only need it temporarily.

Using operators

Operators tell Jibility how to compare the field against the value you enter or select. The operators available depend on the type of field you are filtering.

Text matching is not case-sensitive. For example, “Digital”, “digital” and “DIGITAL” are treated as the same text.

Filtering by text

Text filters are useful when you want to find items based on words or letters in a name, description or other text field.

Operator	What it means	Example
equals	Matches the text exactly. The match is not case-sensitive.	“Alan” equals “alaN”.
does not equal	Does not match the text exactly. The match is not case-sensitive.	“Alan” does not equal “pauL”.
has letters matching	Contains the specified letters in order anywhere in the text. The letters do not need to be next to each other.	“Alan” has letters matching “aN”.
does not have letters matching	Does not contain the specified letters in that order.	“Alan” does not have letters matching “uL”.
starts with	Begins with the specified text exactly.	“Alan” starts with “aL”.
ends with	Finishes with the specified text exactly.	“Alan” ends with “aN”.
contains	Includes the specified text exactly as written.	“Alan” contains “laN”.
does not contain	Does not include the specified text exactly as written.	“Alan” does not contain “aUl”.
is empty	Has no value or is blank text.	Description is empty.
is not empty	Has a value or contains text.	Description is not empty.
has any value	Contains any value and is not empty or blank.	Description has any value.
has no value	Is empty, blank or null.	Description has no value.

Filtering by labels or lists

Some fields contain more than one value. Labels are a common example because an item can have multiple labels.

For example, an initiative may have both Customer Growth and Digital labels. The filter includes operators that help you find items where the list contains all, any or none of the values you select.

Operator	What it means	Example
contains all of	Includes every item from the selected list.	Labels contains all of Customer Growth and Digital.
does not contain all of	Is missing at least one item from the selected list.	Labels does not contain all of Customer Growth and Digital.
contains any of	Includes at least one item from the selected list.	Labels contains any of Customer Growth or Digital.
contains none of	Does not include any items from the selected list.	Labels contains none of Finance or HR.
contains item with letters matching	Has at least one list item containing the specified letters in order.	Labels contains item with letters matching “dig”.
contains no item with letters matching	Has no list item containing the specified letters in that order.	Labels contains no item with letters matching “fin”.
is empty	Has no values or is an empty list.	Labels is empty.
is not empty	Has at least one value in the list.	Labels is not empty.
has any value	Contains one or more values.	Labels has any value.
has no value	Is empty, blank or null.	Labels has no value.

Filtering by selected values

Some fields allow you to choose from a list of values. For example, you may want to filter initiatives where the priority is one of several selected values.

Operator	What it means	Example
is one of	Matches any value from the selected list. Text matching is not case-sensitive.	Priority is one of High or Medium.
is not one of	Does not match any value from the selected list. Text matching is not case-sensitive.	Priority is not one of Low.

Filtering by number

Number filters are useful when you want to find items based on numeric values, such as cost, benefit, score, rating or another numeric field.

Operator	What it means	Example
equals	Matches the number exactly.	Score equals 100.
does not equal	Does not match the number exactly.	Score does not equal 100.
≤ (less than or equal to)	Is less than or equal to the specified number.	Score ≤ 100 matches a score of 100.
< (less than)	Is less than the specified number.	Score < 101 matches a score of 100.
≥ (greater than or equal to)	Is greater than or equal to the specified number.	Score ≥ 100 matches a score of 100.
> (greater than)	Is greater than the specified number.	Score > 100 matches a score of 101.
is empty	Has no value.	Cost is empty.
is not empty	Has a value.	Cost is not empty.
has any value	Contains any value.	Cost has any value.
has no value	Is empty, blank or null.	Cost has no value.

Filtering by date

Date filters are useful when you want to find items before or after a specific date.

Operator	What it means	Example
equals	Matches the date exactly.	Date equals 25 Feb 2026.
does not equal	Does not match the date exactly.	Date does not equal 25 Feb 2026.
is before	Is an earlier date than the specified date.	25 Feb 2026 is before 28 Feb 2026.
is after	Is a later date than the specified date.	28 Feb 2026 is after 25 Feb 2026.
is empty	Has no value.	Date is empty.
is not empty	Has a value.	Date is not empty.
has any value	Contains any value.	Date has any value.
has no value	Is empty, blank or null.	Date has no value.

Filtering by true or false fields

Some fields are yes/no fields. These may appear as checkboxes, enabled/disabled settings or true/false values.

Operator	What it means	Example
is checked/true	Is checked, enabled or true.	A checked field matches is checked/true.
is unchecked/false	Is unchecked, disabled or false.	An unchecked field matches is unchecked/false.

Using AND and OR groups

The filter can use groups to combine additional filter conditions.

Group operator	What it means	Example
AND	All conditions in the group must be true.	Initiative Description contains Digital AND Labels contains any of Customer Growth.
OR	At least one condition in the group must be true.	Initiative Description contains Digital OR Initiative Description contains Automation.

Use AND when you want a narrower result. Use OR when you want a broader result.