Use filters, advance sorting and autosave

Each view contains a variety of settings that allows you to filter, organize and safely play with your views. All these options can be found at the top of any view.

Create an idea - Learn how to create ideas.

Group by - This option allows you to group ideas by fields within the list view. It’s useful to organize and declutter the view. You can also:

• Hide empty groups in lists, boards and timeline by enabling the option in the grouping panel.

• Roll up number fields in the list view to check impact and effort.

Filter - The filter allows you to use fields to control which ideas show up on the view.

Advance sorting - Each idea order is shared across views meaning that if you rearrange the order of ideas manually, this change will reflect in all views. However, the advanced sorting options allow you to experiment with the order of ideas by keeping specific views with their own rank of ideas. Check out our advanced sorting demo.

Fields - Learn more about fields and how to use them.

Autosave - This feature enables you to lock and unlock the settings you’ve configured in a view. This feature is useful for teams that collaborate in the same view and want to play around with setting changes without affecting everyone’s view.
When Autosave isn’t enabled, the changes you made to a view previously are locked in, however, if you make new changes, they appear in color yellow and are temporary.

• If you switch views, the changes in yellow are lost.

• If you save for everyone, changes are applied and saved for good.

• If you save the changes in a new view, the view you made the changes in remains unaltered.

When Autosave is enabled, changes you make to a view are saved permanently and you can’t revert to a previous selection.

Change the card layout - Change the amount of information that gets displayed in the idea cards. This option is available in the board and timeline view.

Search - Search ideas within the list view using the Find an idea in this view field.