Create Ticket Filters with AI Assistant – PlanRadar HelpCenter

Overview

Create ticket filters by describing what you're looking for. Apply the suggested criteria and adjust or save them just like filters created manually.

This feature goes hand in hand with Search for Tickets with AI Assistant.

Read more about privacy and security for our AI features in Use the AI Assistant > Privacy & Security.

This feature consumes your AI usage limit. Read more in AI Usage Limits and Upgrades.

Access & permissions

Creating ticket filters with the AI Assistant is available to Pro and Enterprise accounts created after February 2022. If you have an older Pro or Enterprise account, contact us to upgrade your account.

Available to all in-house users. Subcontractors and watchers do not have access.

What You Can Do

Ask the assistant to create a reusable filter for your tickets. Describe what you want to see, and it generates a filter you can apply and save.

What you can filter by

Status and priority - one or multiple values (e.g., Open and In Progress, High and Normal)
People - assignee, author, assignee company, signer
Dates - created, updated, closed, due dates (specific dates or ranges), due within a number of days, overdue by a number of days, how many times the due date was changed
Attachments and media - has or doesn't have: photos, videos, audio recordings, documents, 360-degree images, any attachment
Ticket properties - progress percentage, seen/unseen, locked/unlocked, plan position, geolocation, scheduled (Gantt), signatures, recurring reminders
Relationships - has sub-tickets, has a parent ticket

Examples

What you want	Example query
Basic filter	"Apply filter for all open high-priority tickets assigned to me"
Multiple statuses	"Create a view for Open or In Progress tickets created this month"
Attachment conditions	"Make a filter for tickets with photos but no video"
Overdue tickets	"Set up a filter for overdue tickets with sub-tickets"
Due dates	"Create a filter for unseen tickets due within the next 7 days"
People combinations	"Create a filter for tickets signed by Thomas and assigned to Elena"

How to Access the AI Assistant

The AI Assistant is available in the Webapp.

Hover over the AI icon
Click AI assistant

Create Ticket Filters with Natural Language

To ask the AI Assistant to prepare filters for you:

Enter your request in the chat input field e.g., 'Create a filter for open tickets assigned to me due in 7 days'
Click the send icon or press Enter

To apply the generated filters to your ticket view:

Click Apply filters
The filter criteria are applied just as if you had configured them manually.

You can adjust the criteria using the AI Assistant or the standard filter UI, and save them for later use. Read more in Filter Tickets.