Filter insights boards to find relevant feedback

Pricing banner: The following capabilities are available on all Productboard plans.

 

Apply filters on an insights board to narrow down your feedback and surface only the feedback you need right away.

In this article:

Applying filters on insights boards

On any insights board:

  1. Click Filtered by.
  2. Select the filter categories you want to show. You can choose more than one.

All active filters appear in the board's header, showing the options or values you selected.

In the example below, the board shows all feedback with any of the chosen tags, except feedback containing the word desktop.

If you apply the same filters repeatedly, consider creating an insights board to group that feedback permanently. Saved boards can be routed to the right product manager and help you turn feedback into actionable insights faster and at scale.

Understanding how filters work

The table below shows how each filter category behaves and what happens when you combine multiple filters.

 

Hierarchy.svg Hierarchy

User-1.svg Users

Companies.svg Companies

Segment-1.svg Segment

Integration.svg Source

poll_black_24dp.svg Survey

status.svg Status

ownedby.svg Feedback owner

processedby.svg Processed by

createdby.svg Created by

followedby.svg Followed by

insightimportance.svg Insight importance

Icon with badge.svg Feature owner

Linking.svg Link type

With these filters, you can:

  • Show feedback that contains any of the values selected.

Tag.svg Tags

topics.svg Topics

content.svg Title

title.svg Content

With these filters, you can:

  • Show feedback that contains all values selected.
  • Show feedback that contains any of the values selected.
  • Show feedback that doesn't include the values you selected or typed.

date.svg Date created

Select a time range to show only feedback created within that period.
Applying multiple filters When you apply multiple filters, you see feedback that matches all of the filter criteria at once.

For example, if you filter by the tag mobile and the source Zendesk, you'll only see feedback with the mobile tag that came from Zendesk. Feedback tagged mobile from other sources won't appear.

 

List of filters

Below is a list of all available filter categories. Click a category name to learn more.

 

 

Hierarchy.svg Hierarchy

Filter for feedback containing one or more insights linked to a specific area of your product. The filter includes all insights related to the selected component and its underlying features.

This filter makes it easier to stay on top of recent insights your colleagues have linked to your product area. Try combining it with the Processed by filter to review feedback colleagues may have processed on your behalf.

You can also use this filter to give colleagues feedback on how to tag and link similar insights in the future.

Tag.svg Tags

Filter based on the Tags you apply to feedback.

When filtering by Tags, search for tags in the search bar or select from the list. You can choose from the following options:

  • All of the selected — shows feedback that has all the chosen tags.
  • Any of the selected (default) — shows feedback that has one or more of the tags selected.
  • None of the selected — shows only feedback that doesn't have any of the tags you selected.
Any of the selected All of the selected None of the selected
4_-_any_of_the_selected.png 5_-_all_the_selected.png 6_-_none_of_the_selected.png

 

topics.svg Topics

View all topics detected in your workspace with their total feedback counts, sorted by volume.

When filtering by Topics, search in the search bar or select from the list. You can choose from the following options:

  • All of the selected — shows feedback that has all the chosen topics.
  • Any of the selected (default) — shows feedback that has one or more of the topics selected.
  • None of the selected — shows only feedback that doesn't have any of the selected topics.

Once you select a topic, it moves to the top of the filter list.

There are two types of topics — manual and AI-generated — with different plan requirements. See AI-generated themes and topics with Productboard Pulse for details.

Note: The feedback count shows the total volume of feedback related to the topic. It doesn't change dynamically based on your active filters.

title.svg Title | content.svg Content

Filter based on text contained (or not contained) in a feedback item's title or body.

Wildcard search for keywords

When filtering by Title or Content, enter single words or comma-separated phrases. The filter uses a wildcard search, so it also finds variations of your keywords. For example, searching for bug also returns feedback with bugs or buggy.

Wildcard search for phrases

When you search for a phrase, the wildcard applies to the last word only. Searching for UX issues returns UX issue, but not UX and UI issues. To match an exact phrase, wrap it in quotation marks: "bugs" returns only feedback with that exact word.

You can choose from the following options:

  • Contains any of these — shows feedback containing any of the keywords or phrases entered.
  • Contains all of these — shows only feedback containing all of the keywords or phrases entered.
  • Contains none of these — excludes feedback containing any of the keywords or phrases entered.

User-1.svg Users | Companies.svg Companies

Filter by the Users who created feedback or the Companies associated with it.

Select Unassigned to show feedback with no user or company attached. If you select multiple users or companies, you'll see feedback associated with any of them.

Segment-1.svg Segment

Filter feedback based on a company segment. For example, if you created a dynamic user segment for all your EMEA-based technology customers, you can filter to see only feedback from users or companies in that segment.

Select multiple segments to see feedback from any of them.

ownedby.svg Feedback owner | processedby.svg Processed by | createdby.svg Created by | followedby.svg Followed by

Filter by who is associated with feedback:

  • ownedby.svg Feedback owner — the user the feedback is assigned to.
  • processedby.svg Processed by — the user who marked the feedback as processed.
  • createdby.svg Created by — the user who created the feedback.
  • followedby.svg Followed by — users following the feedback.

All four filters let you choose teams or members. Selecting multiple members or teams shows feedback associated with any of them.

12_-_ownedby_processed_by_created_by_followed_by.png

Integration.svg Source

Filter by the source of the feedback. Show only feedback from the sources you select.

poll_black_24dp.svg Survey

Filter feedback based on survey campaigns. This filter lists all survey campaigns imported from SatisMeter, so you can focus on feedback from a specific campaign and its collected responses.

insightimportance.svg Insight importance

Filter feedback based on the importance level of the insights it contains:

  • Critical — feedback with one or more insights marked as critical.
  • Important — feedback with one or more insights marked as important.
  • Nice-to-have — feedback with one or more insights marked as nice-to-have.
  • Unknown — feedback with at least one insight but no importance value set.
  • Feedback without insights

status.svg Status

Filter based on feedback status. For example, combine an Unprocessed status filter with other filters when defining a custom insights board.

  • Processed
  • Unprocessed
  • Archived

14_-_status.png

date.svg Date created

Filter feedback by when it was created. Choose from predefined time ranges — all time, last 7 days, last 30 days, last 90 days, or last 12 months — or set a custom range.

Icon with badge.svg Feature owner

Filter by the user who owns the feature that feedback is linked to. Select yourself to see all feedback related to features in your domain areas or products.

Linking.svg Link type

When feedback is linked to a feature in the product hierarchy, the link can be one of three types:

  1. Manual link — created by a maker manually.
  2. AI to verify — linked by AI and pending maker review.
  3. AI verified — linked by AI and verified by a maker.

See also

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