Setup & OrganizeSaved Views

Saved Views

Save your most-used inbox filters as one-click views — "Open enterprise bugs," "This week's high-impact requests" — so you stop rebuilding the same filter every morning.

What Is a Saved View?

A saved view is a filter combination that you give a name. Instead of selecting board, status, tags, and a segment every time you want to see "Open enterprise bugs," you save those filters once as a view called Enterprise Bugs and access it in one click forever after.

Saved views are perfect for:

  • The recurring triage you do every Monday morning
  • A standing report you share with your team
  • A focused queue for a specific PM or engineer

What You Can Filter On

A saved view can combine any of:

FilterExample
BoardOnly posts on the Mobile Feedback board
StatusOnly Open and Under Review
TagsTagged High Impact or Enterprise
CategoriesOnly Bug Reports
AuthorSubmitted by a specific user
AssigneeAssigned to a specific team member
User segmentSubmitted by Enterprise Customers
SourceWhere the post came from (portal, widget, integration)
DatesCreated date or ETA ranges
Search textTitle or description contains a keyword
Sort orderBy vote count, recency, etc.

You can apply as many filters as you need. Custom fields aren't filterable.

Create a Saved View

Filter your inbox

Open your feedback or roadmap inbox and apply the filters you want — board, status, tags, anything.

Save the view

Click Save view (shown as Save filters in some toolbars).

Give it:

  • Name — what you'll see in the views list (e.g., "Enterprise Bugs")
  • Description (optional) — for context, especially useful for shared views
  • Make this view private — check to keep the view to yourself; leave unchecked to share it with everyone in your workspace (views are shared by default)

Access it later

Saved views appear in the Saved Views dropdown in your inbox toolbar. One click jumps you straight into the filtered list.

Private vs. Shared Views

Each saved view is either:

TypeWho Can See ItBest For
Private (checkbox on)Just youYour personal triage queues
Shared (default)Everyone in your workspaceStanding team views, shared dashboards

Create a handful of well-named shared views early — like Triage Queue, This Week's Wins, Customer Escalations. They become the shared muscle memory for how your team uses ProductBridge.

Feedback vs. Roadmap Views

When you create a view, it's scoped to either the feedback inbox or the roadmap inbox — they have different filterable fields. A view of "Open bugs from Enterprise" lives in the feedback inbox; a view of "Q3 Planned Initiatives" lives in the roadmap inbox.

You can have any number of each.

Editing a View

To update an existing view:

  1. Open the view from the Saved Views dropdown
  2. Adjust filters as needed
  3. Click Save changes to update the view in place, or Save as new to spin off a variant

You can also open Manage Views from the Saved Views dropdown to rename or delete views. Edit and delete are available on every view — there's no per-view ownership lock, so coordinate with your team before changing a shared view.

Common Saved Views

A few starter ideas:

Saved Views vs. Segments

Easy to confuse — here's the line:

ConceptWhat It FiltersWhen to Use
SegmentA group of usersWhen you'll use the same group across multiple features
Saved ViewA filtered post inboxWhen you'll keep coming back to the same filtered post list

You can — and often should — use a segment as one filter inside a saved view. For example, the view "Enterprise Escalations" filters posts whose submitter is in the Enterprise Customers segment.

Saved views are evaluated live each time you open them — they always reflect the current state of your inbox. Bookmarking a view and opening it tomorrow shows tomorrow's matches, not the snapshot from when you saved it.