Filter with Elle (AI assistant)

You depend on filters to turn large datasets into clear answers. You adjust conditions, add new rules, and still wonder whether the view includes the right work. Filtering with Elle, the AI assistant, gives you a faster and more precise way to build those filters. You describe what you want to see in plain language, and Elle turns your request into a structured filter.

Click any of the following links to skip ahead:

• Overview

• Enable filtering with Elle

• Create a filter with Elle

• Best practices for filtering with Elle

• Review filters

Overview

Elle helps you build complex filters without needing to recall every field name or condition. Type what you are looking for in plain language, and Elle creates a structured filter from your criteria. Elle works alongside the existing filter builder. You still have full control over the filters you create — this just gives you a faster way to get started.

You can use Elle anywhere AI-powered filters are available on saved views. This includes reports and dashboards.

Elle does not appear when you first create a new report. If you want to use Elle to refine filters, be sure to save the report first.

Use Elle to filter views such as:

• List reports

• Pivot tables

• Charts

• Dashboards

• Roadmap views

You open the same views you rely on, and Elle uses natural language to define which records appear.

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Enable filtering with Elle

Elle is enabled for filters by default. Account administrators configure this in AI settings:

1. Navigate to the User menu -> Settings -> Account -> AI controls.

2. In the AI controls section, find Enable AI in filters (All products).

3. Use the checkbox to enable or disable AI filters for your account.

4. Click Update AI security to save your changes.

When AI filters are disabled, Elle's suggestions no longer appear when users add or edit filters on reports and dashboards.

Your account data is not used to train the AI model.

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Create a filter with Elle

To start filtering with Elle:

1. Open a saved report or dashboard that supports filters.

   • Elle is available when you view the report or dashboard.

   • Elle does not appear in the new report setup modal.

2. Click Add filter or open the filter builder, then select Ask Elle.

3. In the filter search field, describe what you want to see in plain language. For example:

   • "Features assigned to me this month"

   • "Ideas from customers in healthcare with more than 10 votes"

   • "Epics in the current release that are still in progress"

4. Click Add to ask Elle to create filters from your request. While the filters are being generated, you see a loading state. A Stop button appears so you can cancel the request and keep your existing filters unchanged.

5. When Elle finishes, it adds structured filters to your view. A brief message confirms what changed, such as "AI added 3 filters." You can edit or remove these filters like any others.

If Elle cannot create filters from your description, you see an inline message explaining that filters could not be created from that description. Refine your request and try again, or switch back to the standard filter picker for that view.

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Best practices for filtering with Elle

Elle works best when your request is clear and specific. Try these guidelines when you write your filter requests:

• State the record type (if it matters).

  • For example: "Features in progress this quarter" instead of "Things in progress now"

• Include time frames.

  • For example: "This month," "Last quarter," or "Next 30 days"

• Add context about owners or teams.

  • For example: "Assigned to me," "Owned by the platform team," or "Assigned to Fred"

• Call out key thresholds.

  • For example: "Ideas with more than 20 votes" or "Releases after March 31"

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Review filters

Elle interprets your request and maps it to the fields available in your report or dashboard view. In most cases, the filters match what you had in mind. Still, it is important to review what Elle added before you rely on the results.

• Confirm that Elle filtered on the fields you expected — especially custom fields or scores (such as the product value score).

• Check filters that control scope, like workspace or tag filters, to make sure they match your intent.

• Adjust any filter values that are missing or too broad.

If Elle struggles to understand a specific field name or concept, try:

• Rephrasing your request with the exact field name that appears in the filter picker.

• Narrowing the request to a smaller set of criteria.

• Falling back to the standard filter builder for that part of the query.

This keeps Elle's assistance aligned with your data model while giving you full control over the final filters.

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