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Creating a new blank note or insight view
Step 1: Categorize your contentStep 2: Add a filter to each viewStep 3: Modify ‘Group by’ to suit your needs
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Creating a new blank note or insight view

Displaying notes in different views can be especially useful for research projects with multiple rounds of research, mixed methods projects, and projects housing data and planning documents. Similarly, in more complex or multi-staged projects with lots of insights, you might want to view insights from just the latest round of research or create a view for insights relating to different product areas or stakeholders.

The steps below show how you can set up your views to display different content sets.

Step 1: Categorize your content

Categorizing your content with a single select field can be a quick and easy first step to displaying content in separate views.

  • Select all the notes/insights you want to see in your first view.

  • Click Edit fields, create a single select field, and add a value (e.g., “Round A” to categorize the notes/insights you want in your first view).

  • Repeat these steps for any notes/insights you want in your second view, and make sure to use a different select value (e.g., “Round B”).

Step 2: Add a filter to each view

  • Click the Filter button and filter your first view to only include content from ‘Round A’.

  • Repeat the same step in your second view to only include content from ‘Round B’.

Step 3: Modify ‘Group by’ to suit your needs

This step only applies if you display your content using the board layout.

‘Group by’ automatically groups content based on a field, where each field option will be seen as a group in your view. By creating a new group, you’ll also create a new field option for the field seen beside the Group by button.

  • Make sure you have a select field set up to group your content.

  • If you want to see the same groups in both note boards, click the Group by button on each view and select the same field.

  • If you want to see different groups in both note boards, create a select field for each view with values for each group, or use the same field and hide the columns you don’t want to see.

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Authors

Chloe Blattmann

Product Manager

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Last updated 15 June 2022
2 min read

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