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How to organize your insightboards with tags and manage insights
How to organize your insightboards with tags and manage insights

Using tags, managing insights, and setting custom permissions.

Neli Ivanova avatar
Written by Neli Ivanova
Updated over a year ago

When you create multiple insightboards, you can beautifully organize them by using tags.

Tags are 'free form' text used for identification purposes that let you also search by them.

Here's how to add a tag to an insightboard from the dropdown menu:

Clicking on a tag anywhere in the Insightboard screen limits the current selection with insightboards that have exactly tag (and eventually the ones you have selected beforehand).

Each individual insightboard card shows not only the count of insights it has inside, and its tags, but also the type of custom permissions the author has specified.

In the example above, all insightboards are 'Visible to everyone' in your account.

All your insights are all available from the 'Manage Insights' button on the Insightboards screen.

From here, you can easily create an insight, edit one, clone, delete, change the title and description (which are visible in the UI) and also check in which insightboards the particular insight is used.

Learn more:

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