Video summary

Redmine. Настройка сохраненных фильтров задач и "Моя страница"

Main summary

Key takeaways

Technology

Main topic

Tutorial on configuring “My page” in Redmine using saved task queries (filters) and building a personalized task board layout.

Key concepts / features explained

Saved “Queries”

  • In Redmine, task search/filter configurations are stored as saved queries.
  • These queries act as reusable filters that select tasks based on parameters such as:
    • Status
    • Assignment
    • Other task-related criteria

Prebuilt selections (for different roles)

  • The tutorial describes existing saved views, including a developer-focused set, such as:
    • Tasks assigned to the current user
    • States like New / In Progress
  • It also notes that similar prebuilt sets may exist for other roles (e.g., testers), and users can adjust them.

Customize “My page”

  • You can create a personal dashboard (“My page”) that shows task blocks based on selected queries.
  • Blocks can be customized for convenience, including:
    • Separate sections for different groups of tasks (e.g., Paused / Frozen / Rejected, or new + in progress)
    • Drag-and-drop rearranging of blocks/columns to change the layout

Block display settings (hide/show fields)

  • Each dashboard block can be configured individually.
  • Example options include hiding columns/attributes such as:
    • Assigned to (if you don’t need it)
    • Parent and priorities
  • Purpose: reduce clutter and fit more information on screen.
  • Tip mentioned: move priority into the block’s metadata/grouping so the board stays more compact.

Editing filters and teamwork note

  • Some filters are described as global (shared by everyone).
  • If a global filter is incorrect or missing something, it’s better to edit it collaboratively with the team.
  • If global filters don’t fit your needs, you can create your own custom filter(s).

Creating a new custom filter (example workflow)

Example: PM-focused filter

  • Based on selected task statuses, such as Rejected, Pending, Paused (with the example highlighting Rejected).
  • Grouping mode:
    • Group by projects
    • (The tutorial also mentions grouping by people/assigned users as an alternative.)
  • The filter can be used to quickly answer questions like:
    • “How many rejections are there in different projects?”
    • (Status = rejected, grouped by project.)

Sorting and saving behavior

Sorting options

  • Sorting by task number (ascending/descending)
  • Sorting by priority (higher priority shown earlier/higher)

Saving scope

  • A saved filter/selection can be configured as either:
    • Global (for the team)
    • Personal only (“only for yourself”)

Output / board management

  • After creating/editing filters, they can be added back onto My page as new blocks.
  • The tutorial also covers:
    • Removing/adding blocks
    • Rearranging and adding blocks to better manage focus (e.g., “free up space/time” by reorganizing what’s shown)
  • Goal: ensure My page provides faster access to the tasks that matter to the user.

Main speakers / sources

  • Single speaker (the video narrator/instructor demonstrating Redmine configuration). No other sources are explicitly cited.

Original video