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Create & edit views
Multiple ways to display docs
A view is a filtered and structured way to visualize your Cycle docs.
You can display multiple doc types, filter or group docs by a particular property, create swimlanes, and more.
Product teams use views to build custom roadmaps, track progress on discovery and delivery, focus on specific tasks, and more.
To create a view, hover over a section's name and click the "+" icon. Here's an interactive guide so you can quickly set up your first view.
When hovering near the view's name, you'll find a ⚙️ icon next to it. Click the ⚙️ to edit this view. You can also rename a view or add a description to it by clicking the view's name.
Edit a View
There are four main ways to organize your cards inside a view. You can use filters, group bys, and subgroups (swimlanes). You can also decide which properties you want to display.
Use filters, group bys, and swimlanes to customize your views
The properties you can filter on or group by are the intersection of the doc types you display in the current view. Ex. In a view with both "Insights" and "Feedbacks", if you want to filter on the property "Importance", make sure that both doc types share that property.
You can now display the insights linked to each Doc type. Click on the 💡 icon to see the related insights!
To display insights, open the settings of a view, under “properties,” toggle “💡 Insights”.
Display the insights linked to a Doc type
A nested list view helps navigate hierarchy and move between levels of your docs effortlessly.
👉 Create children docs in 1 click
👉 Toggle docs
👉 Use Tab & Shift+Tab to go back & forth ⌨️
Leverage your hierarchy diagram, keep your focus and improve your productivity! 💪
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Nested list view
Some cool use cases?
- Roadmaps: objectives split into initiatives split into stories. Create directly from this high-level view the children of your docs while you have them in mind, and fuel them right after.
- Customers' voice reports: problems/themes split into initiatives.
Some views can be pretty similar to one another. No need to re-create them from scratch.
Duplicate a view
Star the views that matter the most to you. They will appear in the "starred section" at the top of the sidebar and on the home page, so you can easily access them.
Star a view
You can also star a view by hovering close to the view's name and clicking the ⭐️ icon. Unstar a view by clicking the ⭐️ again.
That's a wrap!
Here are a few examples of views we like to use for ourselves:
- Roadmap: Doc type "🌱 Initiative" grouped by "quarter", swimlane by product area
- Changelog: Doc type "🌱 Initiative" grouped by "release tag"
- Closing the loop: Doc type "💡 Insight" grouped by "status". We use this view to close the feedback loop every time we ship something they asked for.