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Views
Multiple ways to display information.
A view is a filtered and structured way to visualize your Cycle Feedback, Insights, or Roadmap.
You can create your own views by choosing which doc types to display, applying filters, and grouping docs by properties.
In this section we'll see how to work in views.
Here's an example of a view with all "Small" Features grouped by "Status". Click the "+" icon.
Only "Makers" can create views. If you are the first to join yourn workspace, you're a "Maker" by default. If not, ask a Maker to change your role.
Click on the view name 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 content 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
You can 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
You can also rearrange your views. Just drag & drop them.
Some views can be pretty similar to one another. No need to re-create them from scratch.
Duplicate a view
When a "Maker" creates a view, they can choose between a kanban or list view.
- Kanban: Display docs in horizontal columns. Usually, each column holds docs from the same property value.
- List: Display docs in a vertical list.
- Swimlane: Combine a kanban and list view. This works great for roadmaps: See docs grouped in columns by a time horizon, while also splitting the view vertically by a key product area for example.
When a list view is grouped by a property, you can expand and collapse groups by clicking the arrow in the top left corner of the group. This is a great way to declutter a view.
Open & collapse groups in list view
Drag and drop multiple docs from one place to another. The corresponding property will automatically update for every selected doc.
You can also achieve this by holding the "shift" key and clicking on the docs you wish, then use the editing menu at the bottom of your screen to edit the docs' property values.
Edit multiple doc properties at once
Just click on “Export in CSV” and get the file by email.
Similarly, click on "Star" to keep at hand your favorite views.
Here are the views created by our power users and ourselves. The goal is to inspire you, you'll probably not use them all on a weekly basis.
Feel free to adapt them to your needs. They are in line and compatible with the properties' suggestions and the workflow suggestion.
- Inboxes split by feedback type
- List view
- Filtered by "Feedback type"
- Grouped by status
- 1 view for each Product Manager
- List view
- Filtered on a certain squad
- Grouped by status
- Customer voice - this is a default
- Kanban view
- Grouped by Importance (or another relevant property)
- Sub-grouped by Feature (or another relevant doc type)
- Insight pipeline
- Kanban view
- Grouped by status
- Key Customer X (or multiple key customers in 1 view)
- Kanban view
- Filtered by company
- Grouped by status
- Recent insights
- List view
- That's it! The most recent insights will automatically be on top of the list.
- All features (Features + Improvements)
- List view
- Doc types: Epic & stories (or just features or relevant doc types for you)
- That's it!
- High-level roadmap (Now soon later for Features)
- Kanban view
- Doc type: Epic (or just features or relevant doc types for you)
- Grouped by: Timing
- Delivery pipeline
- Kanban view
- Doc type: Bugs, features & Improvements (or just features or relevant doc types for you)
- Grouped by: status (hide the ones not relevant for you for instance hide "to do" and "canceled")
- Bugs backlog - grouped by importance
- Kanban view
- Doc type: Bug
- Filtered by: status is not any of "Completed" or "Canceled"
- Grouped by: Importance
- Bugs, Improvements, and features grouped by Product Area
- Kanban view
- Doc type: Bugs, stories & Improvements (or just features or relevant doc types for you)
- Filtered by: Status is not any of "Completed" or "Canceled"
- Grouped by: Product Area
- Backlog (Epic/story ready to dev)
- Kanban view
- Doc types: Epic & stories (or just features or relevant doc types for you)
- Filtered by: status is "To dev"
- Grouped by: Timeline
- Current topic/engineer
- Kanban view
- Doc type: the most granular doc you'd like to have a view on
- Filtered by status is: [the ones you consider as being relevant in the status category "Started"]
- Grouped by Assignee (make sure your engineers assign themselves to docs they're working on)
- NB: Feedback & Insights’ assignees should be the ones giving the feedback, but for epics/stories we put engineers as assignees.
Last modified 2d ago