> For the complete documentation index, see [llms.txt](https://helpdesk.smaply.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.smaply.app/journey-maps/filtering-and-views/how-to-filter-a-journey-map.md).

# How to filter a journey map

Filter a journey map to show only the cards you care about right now. Open the **Filter** panel above the map, pick a dimension, and choose what to keep visible. Filtering is a temporary view that you (and only you) see until you clear it, so it never changes the underlying map.

#### What you can filter by

Open filtering from the **Filter** toggle in the bar above the map, next to **Views**. The **Filters** panel lists four dimensions, each opening its own submenu, with **Clear all** at the bottom:

* **Lanes** - show only specific rows of the map.
* **Personas** - show only cards assigned to one or more personas.
* **Tags** - show only cards carrying specific tags.
* **Portfolio items** - show only portfolio cards matching a type, status, priority, or assignee.

<figure><img src="/files/wDYLOIERjDuSGw40TwJL" alt="The Filters panel open on a journey map. It lists four dimensions, each with a chevron to a submenu: Lanes, Personas, Tags, and Portfolio items. A Clear all option sits at the bottom."><figcaption><p>The Filters panel and its four dimensions</p></figcaption></figure>

Filters from different dimensions combine with AND, so a tag filter applied on top of a persona filter narrows the result further.

#### How to apply a filter

{% stepper %}
{% step %}
**Open the Filter panel**

In the journey map editor, click **Filter** in the bar above the map, to the left of **Views**.

<figure><img src="/files/rKrhQzlvRcpNk5FTK6Q0" alt="The Filter and Views toggles in the bar above a journey map. Filter is on the left with a sliders icon; Views is on the right with a stacked-layers icon."><figcaption><p>The Filter and Views toggles above the map</p></figcaption></figure>
{% endstep %}

{% step %}
**Pick a dimension**

Click **Lanes**, **Personas**, **Tags**, or **Portfolio items** to open that submenu. Each submenu holds its own checkboxes plus a **Clear** for that dimension. The Tags and Portfolio items submenus carry a few extra controls, covered below.
{% endstep %}

{% step %}
**Choose what to keep visible**

Tick the values you want to keep on the map. The map updates as you go, hiding everything that doesn't match. To reset one dimension, use its **Clear**.
{% endstep %}

{% step %}
**Read the active-filter state**

A count badge appears on **Filter**, and each active filter shows as a removable pill in the bar above the map. Click the **x** on a pill to drop that one filter.

<figure><img src="/files/31xtkRbxqo36AINaQ4w4" alt="The filter bar with one active filter. Filter shows a badge reading 1, followed by Views, a pill reading &#x27;Personas: Andre the early-career professional&#x27;, a Create view button, and a Clear button."><figcaption><p>The bar while a filter is active</p></figcaption></figure>

The bar also gains a **Create view** shortcut for saving this filter as a reusable view, and a top-level **Clear**.
{% endstep %}

{% step %}
**Clear the filter when you're done**

To reset everything, click **Clear** in the bar above the map, or **Clear all** at the bottom of the Filters panel. Both remove every active filter and drop any view you have applied. To remove a single dimension instead, open its submenu and click **Clear**, or click the **x** on its pill.
{% endstep %}
{% endstepper %}

***

#### Filter by tags

The **Tags** submenu lists only the tags actually applied to cards on this map, grouped and coloured by tag category (for example **Segment: Family** or **Product: Saving Account**), plus **\[no tag set]** for cards with no tags.

<figure><img src="/files/RIKmLxtzZtZMJmTXlGPO" alt="The Tags submenu open inside the Filters panel. Checkbox options from top: [no tag set], Segment: Family, Product: Saving Account. Below the list is a Match any (OR) dropdown, a Filter by card tags only checkbox with an info icon, and a Clear button."><figcaption><p>The Tags submenu</p></figcaption></figure>

Two controls sit below the tag list:

* **Match any (OR)** sets the matching logic once you tick two or more tags. Match any keeps cards carrying any of the selected tags. The dropdown is inactive until you've selected at least two.
* **Filter by card tags only** narrows the match to tags applied directly to a card on this map. By default, tag filtering also matches data-level tags (tags on the underlying portfolio item or metric, which apply everywhere the item is used). Tick this box to ignore those and match card-level tags only.

***

#### Filter by portfolio items

The **Portfolio items** submenu filters the portfolio cards on the map by attribute. Each attribute opens a further submenu:

* **Type** - the portfolio item types in your account (for example Opportunity, Pain point, Solution, Goals, Risk).
* **Status** and **Status category** - where the item sits in your workflow.
* **Priority** - the item's priority level.
* **Assignee** - the person the item is assigned to.

<figure><img src="/files/6XJzNrF7JKMrOQChTcYF" alt="The Portfolio items submenu open inside the Filters panel. It lists five attributes, each with a chevron to a further submenu: Type, Status, Status category, Priority, and Assignee. A Clear button sits at the bottom."><figcaption><p>Portfolio items filter attributes</p></figcaption></figure>

Pick values across attributes to narrow to, say, high-priority pain points assigned to one teammate. If the map has no portfolio cards, this submenu is empty.

***

#### Filter by personas

The **Personas** submenu lists the personas assigned to a card on this map, plus **\[no persona set]** for cards with no persona. Tick one or several, and use **Match any (OR)** to keep cards assigned to any of them.

For the full persona-filtering walkthrough, including what **\[no persona set]** is useful for, see [How to filter a journey map by persona](/personas/how-to-filter-a-journey-map-by-persona.md).

***

#### Save a filter for reuse

If you'll return to the same filter often, save it as a view instead of rebuilding it each time. With the filter applied, click **Create view** in the bar above the map. See [How to save and apply a view](/journey-maps/filtering-and-views/how-to-save-and-apply-a-view.md).

{% hint style="info" icon="compass" %}
A filter must be cleared before you can export the map to PDF. The download button is disabled while any filter is active. See [How to export a journey map as PDF](/sharing-and-exporting/how-to-export-a-journey-map-as-pdf.md).
{% endhint %}

***

#### Related topics

<table data-column-title-hidden data-view="cards"><thead><tr><th>Title</th><th>Description</th><th data-hidden data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td><strong>Save and apply a view</strong></td><td>Save a filter as a named view you can re-open in one click.</td><td><a href="/pages/0biJxUYNUHzaN0wxgwEg">/pages/0biJxUYNUHzaN0wxgwEg</a></td></tr><tr><td><strong>Filter a journey map by persona</strong></td><td>Use persona assignments to focus a map on one or more customer types.</td><td><a href="/pages/zxwopszZeIAP89VtDjFI">/pages/zxwopszZeIAP89VtDjFI</a></td></tr><tr><td><strong>Export a journey map as PDF</strong></td><td>Pick what to include and export the map as a PDF.</td><td><a href="/pages/bFw8ZAfXKB40zpzNx0GL">/pages/bFw8ZAfXKB40zpzNx0GL</a></td></tr></tbody></table>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://helpdesk.smaply.app/journey-maps/filtering-and-views/how-to-filter-a-journey-map.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.