How to filter a journey map

Narrow a journey map to the cards that matter by filtering on lanes, personas, tags, or portfolio items.

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.

The Filters panel and its four dimensions

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

1

Open the Filter panel

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

The Filter and Views toggles above the map

2

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.

3

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.

4

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.

The bar while a filter is active

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

5

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.

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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.

The Tags submenu

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.

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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.

Portfolio items filter attributes

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.

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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.

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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.

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.

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Related topics

Save and apply a view

Save a filter as a named view you can re-open in one click.

Filter a journey map by persona

Use persona assignments to focus a map on one or more customer types.

Export a journey map as PDF

Pick what to include and export the map as a PDF.