The Insights filter option enables you to filter for insights in your different workspaces.
In this article you will go over:
The Insights filter option makes it possible to find all insights that are related to one of the items you're currently working on.
Let's say you just finished building a new feature. Filtering for all related insights will make it possible to find all insights and all customers that requested this feature in the past.
This makes it super easy to inform everybody who needs to know after you launched something new.
How to do it
You can find the insights filter in the "Filter" section of each of your workspaces:
The Insights filter gives you three options to filter for. The different filters will show you the following options:
1. All insights that are linked to one specific work item.
This filter option will show you all items in this workspace that are used as an insight for another one of your items. To do this, simply select the item that you want to see all insights for.
You'll now find a list of all of your insights that are related to one of your features.
You can use this filter on each one of your views but we recommend using the table view for this one, in order to export the results to a CSV, which makes it very easy to contact everyone who requested the feature or gave you insights
2. All items in this workspace that are already defined as an insight.
This option will give you a list of all items that are already attached to another item as an insight. To do this simply select "is defined" in the filter dropdown.
3. All items in this workspace that are not yet defined as an insight.
This option will give you a list of all items that are not yet attached to another item as an insight. To do this simply select "is undefined" in the filter dropdown.
How to find a convenient way to contact all customers that requested one specific feature (using the CSV export)
After using the first option above you'll have a list of items that are all insights for one specific feature.
You can now use the CSV export option to export this list. You can use the display option to decide what columns you want to add to your CSV.
This will give you a list of all customers that requested this specific feature including their Company name, first and last names, email addresses, etc. (whatever fields you created as custom fields for the feedback workspace).
You can export the CSV on the table view by clicking on "Share" and selecting the "Export to CSV" option.
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