Who can use this feature
đ¤ Available on Professional and Enterprise plans
đ Managers and Contributors with edit access can create new project views
Views and filters allow you to see your data in different ways. Within a project, you can create views to organize, filter, sort, and drill down on specific data.
Data, highlights, and insights can be viewed in a choice of five layouts:
Grid: Display content in a beautiful wayâgreat for presentations!
Board:Â Great for project planning and organizing content. This view groups objects by field when added to your project.
Table: View, filter, and update data and fields in a table. Each field is shown as a column. For those used to working in spreadsheets.
Canvas: Arrange, move, and cluster content in an unstructured space. Commonly used to work with highlights created in your project.
List: Display content in a simple and minimalist list.
You can create a different view and customize what data is displayed to suit your needs. For example, in a project with multiple data types (e.g. interviews and NPS responses), you may want to create a Highlights view to analyze just NPS responses, and order them by NPS score.
To create a new view in your project, click on the filter icon menu from the top right of the page to open the filter bar, then click on the current view name on the left and press + Add a view
.
From there, you can:
Use Filter to display content only relevant to that view. For example, choose to filter for highlights that correspond to a particular tag;
Apply a Sort to order content. For example, sort highlights or insights alphabetically or;
Group by allows you to structure your board view by field. For example, group your data by segment, persona, or demographic.
If you want to save the changes you made, simply hit Save for everyone. If you want to remove changes you made, simply hit Reset.
Views become more powerful when you use fields to add structured data to notes and insights. Learn more about fields â
You can rename a view in your project at any time. To do this, navigate to the drop down menu in the top left and enter a new name in the textbox.
If you have created more than one view in your project for a specific object (Data, Highlights or Insight), you can seamlessly navigate between them.
To do this, open the object type (Data, Highlights or Insight) then navigate to the dropdown menu in the top left corner.
From there, you will be able to see a list of all views created under that object and open your chosen view.
You can remove a view from your project without impacting the data within it.
To do this, open your view, click the Configure
icon and select Move view to trash
. Views can be restored at any time from trash.
Nope, it still exists, itâs just hiding. Just add a new view and itâll come back. Projects house data, highlights and insights (amongst other things). And if each project is a house, then views are windows you can look through to see your data. When you remove the windows, your data stays in the house - it just canât be seen. To see your data again, all you need to do is create another window! That is - another view.
Unwanted changes to your views, particularly board views, can be due to deleting fields and other things by accident. While you can restore your field from the trash, if this field was being used to filter or group by in any views, that setting won't automatically restore. Common accidental deletions include:
Deleting a field that is being used in a Group by setting on a view
Deleting a field that is being used in a Filter on a view
Deleting a field value without realising that it might also be a group on a board view (if the field is being used in a Group by setting on a view
Deleting a group in one view without realising that it represents a field value. This can lead to confusion as to why changes made in one view result in changes to anotherâe.g. if the two views are grouped by the same field.
If you canât see all the content in your project, it could be due to the filters applied to your data, highlight, or insight view. The good news is your content still exists â it just canât be seen in the view due to the filters present. To fix this, you can:
Remove your filters
Create a fresh data, highlight, or insight view to see all of your content
Search for your content using the search bar above
Check your project trash and if necessary, restore your content
Groups let you visually organize your data using single-select, multi-select, or people fields. Each group represents a field value. As an example, letâs imagine you want to split up your project into three rounds of research: Round A, Round B, and Round C.
By creating a single-select field called âResearch round,â you can assign each of your notes to its relevant round. If youâre using a board view, clicking the Group by button will organize each sub-projectâs notes into its own board.
In this example, any notes that donât have a value assigned for the Research round field would go into the uncategorized group. If you donât want to see the uncategorized group, you can click the (â˘â˘â˘) button in the top right and click Hide group. This button will collapse the group and move it to the right of your view. You can easily unhide groups at any time.
At any point, you can also change your choice of grouping by clicking the Group by button and selecting another field. Here are the different ways you can group content:
Group notes by:
Single-select fields
Multi-select fields
People type fields
Group highlights by tag
Group insights by
Published status
Single-select fields
Multi-select fields
People type fields
If someone changes how a board is grouped, the changes will show for everyone in the workspace. If you'd like to hold onto a particular grouping when collaborating, we recommend creating a fresh view.
By default, the project filter menu is collapsed - but you can easily reveal it by clicking the filter icon located in the top-right corner of your project. The project filter menu looks like a small funnel next to the â+â button.
The âSave for everyoneâ button only appears when the project filter menu is expanded. If the menu is collapsed (which it is by default), you wonât see the option to save your view for others in the workspace.
To save your filtered view for everyone:
Click the filter icon in the top-right corner of your project (next to the â+â button).
This will expand the filter menu and show the âSave for everyoneâ button.
Apply your filters or view settings, then click âSave for everyoneâ to make the view the default for all collaborators.
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Last updated 25 June 2025