As the number of insights flowing into Productboard grows, you'll need scalable systems to review and categorize them efficiently. Insights boards help by grouping related notes so that:
- Notes can be routed to the right product manager efficiently.
- Makers can focus only on relevant notes without wading through unrelated ones.
- Trends can be identified among related subsets of notes.
The result is more actionable insights to guide prioritization and design.
In this article:
How insights boards work
Insights boards act like smart folders, defined by any set of available note filters.
Note: When you apply multiple filters to define an insights board, only notes that meet all filter criteria appear.
Each workspace includes default insights boards with pre-made filters to help you navigate feedback right away. You'll find them at the top of the Insights submenu.
Makers and admins can create and manage custom insights boards, subject to board ownership and locking permissions. Contributors can access default boards and any custom boards already created. All members can favorite or unfavorite a board.
How to create a custom insights board
- In the main navigation, create a new insights board using the [+] icon beside a teamspace or folder.
- Apply filters to focus on a specific set of notes.
At the bottom of the filter dropdown, you'll find Templates: pre-configured filter combinations you can apply all at once.
- Click Save in the upper right to save your filter configuration to this board. If you add more filters later, you can save them as a new board or discard the changes to revert to the last saved state.
Saving insights boards
Saving a board captures its current filter configuration so you can return to it later or share it with others.
Whenever you change a board's filters, you'll see options to update the existing board (Save), save the configuration as a new board (Save as new), or revert to the last saved version (Discard changes).
Note data itself isn't captured in the board definition. Changes to a note's status, owner, or content have no effect on saved board definitions and are automatically reflected on all boards where that note appears.
If you make changes to a board and navigate away without saving, the board reverts to its last saved version.
Renaming, deleting, duplicating, or moving a saved board
Additional options are available by clicking the next to a board's name in your teamspace or personal folder list, or by clicking the
in the top right of a board. From here you can rename, delete, duplicate, or move the board. Changes are reflected for everyone with access.
Sharing a saved board
Once you've saved your board, click the Share button in the upper right of the board's header to access sharing options.
Adding an insights board to your favorites
Makers and contributors can add or remove any insights board from their favorites — including boards in teamspaces they're not a member of.
- Click the
next to a board's name in your teamspace or personal folder list, or in the top right of a board header.
- Select Add to favorites.
- The board now appears under your favorites menu.
school Productboard Academy quick tip video
Watch our quick tip video about creating a collection of insights using note views.