As the number of user insights flowing into Productboard increases, you’ll need scalable systems to review and categorize them efficiently. Note views (formerly known as Collections) can 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 piles of irrelevant notes.
- Trends can be identified among related subsets of notes.
The end result is more actionable user insights on hand to guide prioritization and design.
In this article:
- How note views work
- How to add a note view to your favorites
How note views work
Note views act like smart folders which are defined by a set of filters. There are 3 types of Note views:
- Default note views
- Custom note views
- Follows (Available only on a Scale & Enterprise plan)
Default note views
There are five default note views available to all members. They can be found pinned on top of the All views section in the left pane:
- Assigned to me
- Followed notes
- All notes.
They can be added and removed from favorites (Scale and Enterprise) but cannot be renamed, deleted, or shared.
Custom note views
Custom note views can be defined by any set of available notes filters.
Note: When you apply multiple filters to define a note view, only notes that meet all filter criteria will be displayed.
Makers and admins can create and manage custom note views. Contributors can access custom note views that have already been created. All members can (un)favorite (Scale and Enterprise) custom note views.
Some custom note view examples
- Critical recent feedback — Insight importance is critical, and the note creation date is from the last 30 days
- Customer segment - Segment is "Enterprise".
- Customer support — Note source is Intercom.
- Portal feedback — Note source is Portal
- Recent feedback — Note date is from the last 7 days
- Customer success — Note owners include CSM A or CSM B, or CSM C...
- Beta feature feedback — Notes tagged beta, and owner is me
You can also check out our recommended note view setup to help you route notes to the right maker and help makers turn feedback into actionable insights, faster and at scale.
How to create a custom note view
- On the Insights board, makers can create a new custom note view with the [+] icon beside All Note views
- Apply some filters to zero in on a set of notes.
- In the upper right, look for the Save button to update your note view to include these filters. (If you add additional filters later, you'll also have the option of saving them as a new view or discarding those changes to revert to the last saved view.)
Saving a view captures the view's current filters configuration for later reference or sharing with others.
Saved views on the Insights board work similarly to Feature board views or Roadmap views.
If you're just starting out, you'll notice that any change you make in the filters of your Insights board gives you a new option to update the existing view (Save), save the current configuration as a new view (Save as new), or revert to the last saved version of the view (Discard changes).
Note data itself is not captured in the view, so any changes to a note’s status, owner, or content will have no impact on saved views, and vice versa. Changes to notes and their underlying data are automatically reflected on all views where that note appears.
If you make changes to a view, it must be saved in order to be retained. Otherwise, when you navigate away or refresh your browser, the view will revert to the last saved version of the view.
Note: Trends vs Notes grouping nor the content of your search box is saved as part of the view. If you wish to save your keyword search, you can use the title or content filters instead.
Renaming or deleting a saved view
Rename or delete a saved note view using the menu beside its name in the left panel of the Insights board. These changes will immediately be reflected for all with access to the view.
Sharing a saved view
Once you've saved your view, you can share it by clicking the Share button in the upper right of the Insights board header.
Newly created views are private, with access limited to the person who created it. Makers can share a view with everyone in the workspace.
Note: You can limit makers from updating views and saving changes by locking views.
Makers, admins, and contributors that follow a Product, Company, User, or Segment will see Follows as a note view in the My Views and Follows section of the Insights Board.
Follows can be added and removed from favorites. Follows are tied with the underlying objects and cannot be renamed, deleted, or shared directly.
Some Follows examples:
- Product A
- Enterprise (dynamic customer segment you follow)
- Active users (Amplitude cohort you follow)
- Acme (Company you follow)
- Marty Cagan (User you follow)
How to add a note view to your favorites
Makers and contributors can add or remove any note view to/from favorites.
- Hover over the notes view you wish to add to favorites.
- Click the menu on the right side.
- Select Add to favorites.
- You can now find the note view listed under the favorites menu.
tips_and_updates Productboard Academy Quick Tip Video
Watch our quick tip video about creating a collection of insights using notes views.
👉 watch here 👈
What actions are available on note views?
Different note view types allow members a different set of actions:
|New View Type||Improved VS New Functionality||Favorite||Rename||Set Filters||Delete||Share||Open Object Sidebar|
Tied with followed object.
How can I reorder note views in my favorites?
Favorite note views are ordered by the timestamp of when the view was favorited last. If you want to change the order, you can remove some/all views from your favorites and then add them back on in the reverse order you would like to achieve.
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