Click button (1) at the top of Planning Dashboard to show Filters sidebar (2).

Click "+" button (3) to add filter criteria:

Filtering is available on these fields:

Record Name.

• Select record data source object by clicking button (4)
• Search necessary record name by typing some text in the input field (5) and clicking record name
• Add more record names if necessary

Process Name.

• Select a process in the lookup field (6)
• Add more processes, if needed
• Turn on "Include Subflows" checkbox (7) to show search results in subprocesses of found parent processes too

Step Name.

• Start type a step name in the field (8). It is not necessary to select step name in dropdown list, system will search steps by a part of their names

Assignee.

• Select an assignee type in the left picker of "Assignee" field (9)
• Start type and select assignee name in the lookup part of "Assignee" field (10)
• Turn on "Show unassigned steps" checkbox (11) to show steps that have no assignees
• Turn on "Show system steps" checkbox (12) to show steps that are proceeded by system

Date.

• Select one of pre-defined date ranges in proper field (13). By default it's value is "All time". Select "Empty" if need to filter processes without date specified
• If select "Custom", fields "From" and "To" will be shown (14). Set date range in them.

Status.

• Select one of existing step (task) statuses (or "All") from picklist (15).

Instance Status.

• Select one of existing statuses of process instance (or "All") from picklist (16).

In the case of more than one filter criteria has been added, they are combined with simple "AND" logic by default - this means filtered records should match all filter criteria.

This can be changed by setting different logic. To do this:

• Click "Configure Logic" button (17) that will appear after 2 or more criteria will be added to filters. "Filter Logic" form will be shown, and numbers will appear on the each filter criteria (18)
• By default logic is set to "AND" for each criteria. Set needed logic using boolean expressions (19) and criteria numbers. Apply filters

• Click "Apply" button (20) to apply set filter criteria to dashboard.
• Click "Clear" button (21) to remove filter criteria and reload dashboard
• Click "Save as" button (22) to save set filter criteria as a new Custom Filter. A popup "New Filter Configuration" (25) will appear:

Type Title (name of the new filter).
Set if this new filter will be applied by default to Planning Dashboard next times you open it, or not (26).
Set if this new filter will be Public (27) that means it become available for other users to be applied.

After clicking "Save" button popup will disappear and filter will appear in the list of filters (28) at the top of Dashboard:

After been selected in filters list this filter gets button "Save" (23) enabled. Also, the button "Make Default" (29) will appear:

You can make changes in filter criteria and click "Save" button - next time when applied, this filter will consider these changes.

If "Make Default" button is blue, it indicates that current filter is already set as default. If this button is gray, you can click it and confirm making current filter default in the proper popup (30):

Saved custom filter can be deleted. Click "Remove" button (31) next to filter title in the list:

Proper popup will appear:

After confirming deletion Dashboard will be refreshed and default filter will be applied. Removed filter will disappear from filters list.