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Organizing Insights with My Boards

Save, group, and export key insights to support your product decisions.

Charlotte Gellene avatar
Written by Charlotte Gellene
Updated over 4 months ago

Getting Started with My Boards

My Boards is your personal space for organizing saved insights in a way that fits how you work. Whether you’re tracking user quotes, analyzing product satisfaction, or preparing for strategic discussions, My Boards helps you group everything in one place.

What You Can Do in My Boards

Create Multiple Boards

You can create as many boards as you need to support your workflow. Use them to organize content by:
• Markets, product or initiative
• Time period (e.g., quarter, launch phase)
• Strategic themes or priorities

To create a new board:

1. Click “+ Create New Board” in the left navigation.
2. Add a board name.
3. Your board will appear in the My Boards list, ready for you to start adding content. You can also add an optional description.


Save Insights to Any Board

When you find a valuable insight in Product Decisions—like a quote, quadrant, or comparative analysis—you can save it directly to any of your boards.

To save an insight:

1. Click the bookmark icon on the insight.
2. Choose a board from the dropdown, or create a new one on the spot.
3. For certain content types (like user needs graphs), you’ll be prompted to give the saved item a unique name.

This makes it easy to group related insights, regardless of content type.


Manage and Share Your Boards

Once you’ve created boards, you can:
• View all boards in the My Boards panel on the left.
• Expand or collapse your board list for quick navigation.
• Preview saved items in a visual grid layout.
• Open, rename, or move items between boards as needed.

Share your board with team members.


Keep Track of Recent Activity

The Recent Activity section helps you:
• Quickly find newly saved items.
• Navigate directly to an insight without opening the full board.
• See which board an item was saved to.

Best Practices for Organizing Your Work

• Create boards aligned to your workflow (e.g., one for each roadmap initiative or planning cycle).
• Use clear, descriptive names to keep your workspace intuitive.
• Regularly review and update your boards to keep insights relevant and actionable.

Exporting My Boards

You will see a "Download" button that will export all saved insights in a board to a PowerPoint.

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