Applying filters on the Insights board lets you narrow down specific topics to find the relevant feedback you need right away.
In this article:
Applying filters on the Insights board
On the Insights board:
- Click on the Filter icon ()
- Select the filter category you'd like to show (you can choose different categories):
All the filters you apply will appear in the header of the Insights board. For each filter, you can see the options or values you selected.
In the example below, we decided to show all notes with any chosen tags and containing any words listed except the word desktop.
If you consistently apply the same filters, you can create Note views to group related notes so that they can be routed to the right product manager and turned into actionable insights faster and at scale.
Understanding how Filters work
It's essential to understand how filters work together to surface relevant results.
The table below shows how different filter categories work and how results are filtered when applying multiple filters on the Insights board.
Below you can find a list of all the filter categories available. To learn more about a specific filter, click on the category name.
Filter for notes containing one or more insights linked to a specific area of your product. The example pictured would include all insights related to the selected component as well as 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 the filter to review those notes colleagues may have processed for you.)
Beyond examining the insights themselves, you can provide feedback to colleagues on how best to tag and link similar insights in the future.
Filter based on the Tags you apply to notes.
When filtering by Tags, you can search tags in the search bar or select the tags you see in the list. You can choose the following options:
- All of the selected - you'd see the notes that have all the chosen tags.
- Any of the selected (default) - you'd see notes that have one or more of the tags selected.
- None of the selected - you'd only see insights that don't have any of the tags you selected.
|Any of the selected||All of the selected||None of the selected|
You can also see the tag count for your currently viewed notes in the Tag Cloud:
By clicking the three dots icon () next to the Tag Cloud, you can also:
- Sort tags by count - It will sort tags by how many times you used them in notes
- Sort tags by name - It will sort tags alphabetically
- Manage tags - it helps you keep tags organized by allowing you to delete unused tags, or merge duplicates
You can see a list of all smart topics detected in your workspace with their total note counts. Smart topics are sorted by the volume of related notes.
When filtering by Topics, you can search topics in the search bar or select the topics you see in the list. You can choose the following options:
- All of the selected - you'd see the notes that have all the chosen topics.
- Any of the selected (default) - you'd see notes that have one or more of the topics selected.
- None of the selected - you'd only see insights that don't have any of the selected topics.
Once you select a certain smart topic, it’s moved to the top of the filter list.
Note: The note count represents the total volume of notes that are related to the smart topic. The number does not change dynamically based on the selected filters.
Title | Content
Filters based on text contained, or not contained, within a note's title or description.
Wildcard search for keywords
When filtering by Title or Content, you can use single words or phrases separated by commas. The filters use a wildcard search, so it will also find variations for the keywords you enter.
For example, if you search for the word bug, you'll also find matches with the words bugs or buggy.
Wildcard search for phrases
When you search for a phrase, we will do a wildcard search on the last word of the phrase as you typed it. So if you search for UX issues, you'll get results for UX issue, but not UX and UI issues.
If you want to search for an exact keyword or phrase, you can use quotation marks. So, in this case, you'd search for: "bugs" to see results that display bugs only.
For these filter categories, you can choose the following options:
- Contains any of these - the filter will show notes containing any of the keywords or phrases you entered.
- Contains all of these - the filter will show only notes containing all of the keywords or phrases you entered.
- Contains none of these - the filter lets you exclude the keywords or phrases you enter. If you enter multiple keywords or phrases to exclude, you will not see notes including any of these keywords or phrases.
Users | Companies
Filter based on the Users who created the note or Companies associated with the note.
You can also display notes that don't have a user or company associated with them by selecting Unassigned.
If you check multiple users or companies, you'll see notes created by either the users or companies you selected.
Filter notes based on a company segment. Suppose you created a dynamic user segment for all of your EMEA-based technology customers. In that case, you could apply a filter to see only notes from users or companies belonging to that segment.
You can choose multiple segments, and the results will display notes that belong to either of the segments you selected.
Owned by | Processed by | Created by | Followed By
With these filters, you can filter by:
- Owned by - the user who has the note assigned to them.
- Processed by - the user who marked the note as processed.
- Created by - the user who created the note.
- Followed By - the followers who are following the note.
If you select multiple members or teams, you'll see all notes with either of the members or teams associated with them.
Filter by the source of the insight note. With this filter, you can choose to display only notes coming from the sources you select.
Filter notes based on survey campaigns. This filter contains all the survey campaigns that are imported from SatisMeter. You can apply the filter to only see those notes that belong to the selected survey campaign and have all the responses collected in a note view.
Filter notes based on characteristics of the highlighted insights they contain.
- Critical — Notes that have one or more insights with a critical importance value
- Important — Notes that have one or more insights with an important importance value
- Nice-to-have — Notes that have one or more insights with a nice to have importance value
- Unknown — Notes that have at least one insight, but none with an importance value set
- Notes without insights
Filter based on note status.
For example, you can define custom notes views by incorporating the unprocessed status filter with other types of filters when defining a collection.
On the Insights board, you can filter notes by their creation date. You can choose among the predefined time ranges, or you can set a custom one.
You can choose among the following predefined time ranges: all time, last 7 days, last 30 days, last 90 days, and last 12 months.