How to create and manage views

Views are one of the most useful features in TheyDo, and also one of the easiest to underestimate. A view is a saved, reusable way of looking at your data. Once you've set one up, you can return to exactly that perspective any time, and share it with your team as its own tab.

The thing to understand is what a view actually is. Creating a view means combining three things: the data you're looking at, the filters you apply to it, and the view type you display it in. Get those three right and you can turn one connected model into as many focused perspectives as your teams need. This guide covers how to build them, manage them, and share them, with examples of the views worth setting up first.

Before you start

To create, save, or publish views you need edit access, specifically the Manage views permission that workspace editors and admins have. With viewer access you can still open and use any published view. You just won't be able to create new ones or change shared ones. If you don't see the option to save a view, that's usually why, so check with your workspace admin.

The three ingredients of a view

Every view is a combination of the same three parts.

1. The data you start from. A view always begins somewhere: a library (Insights, Opportunities, Solutions, Metrics, Journeys, Personas, or Docs) or a journey. This is the set of building blocks or journey content the view will show. A view never creates new data; it's a lens over what you already have.

2. The filters you apply. Narrow the data to what matters. You can filter by persona, owner, tags, status, type, journey, and more, and combine filters to get precise. "High-priority opportunities, owned by the growth team, tagged onboarding" is three filters working together.

3. The view type (layout). Choose how the filtered data is displayed. The same opportunities can appear as a scannable table or as a prioritization matrix, depending on what you're trying to do.

A saved view also remembers your sort order, your column configuration (which columns show or hide), and, for a matrix, which scores sit on each axis.

Choosing a view type

The view type does a lot of the work, because each one is built for a different job.

Table. A structured grid for scanning and comparing many items at once by their properties (status, owner, scores, tags). This is the workhorse for managing a library.
List. A lighter, more readable stack of items. Good for a quick, uncluttered read when you don't need lots of columns.
Matrix. Plots items against two scores on an X and Y axis. This is the layout for prioritization. The clearest example is the opportunity matrix: plot opportunities by customer value, business value, or effort and instantly see which ones rise to the top. It turns a long list into a decision.
Map. The journey map itself, with your chosen lanes and configuration. Use it to present the experience in context, phase by phase and step by step.
Pulse. Shows how the experience is performing across a journey, so you can spot where it's strong and where it breaks down.

Create a saved view

Open a library (for example, Opportunities) or a journey.
Apply your filters, choose a view type, and set up columns, sort order, or matrix axes.
Click the + in the view tab bar.
Choose a view type or start from a template, and optionally carry over your current filters.
Name the view and save it.

Your new view appears as a tab at the top of the library or journey.

Tip: Name views by audience and purpose, like "Exec – Q2" or "Opps – Prioritization," so anyone can tell at a glance what a tab is for.

Save changes to an existing view

When you change filters or settings on a published view, your edits stay as a personal draft. Other people still see the original until you decide to publish. To apply your changes:

Save view overwrites the published view for everyone.
Save as new view creates a separate view and leaves the original untouched.

This means you can experiment freely on a shared view without disturbing what your team sees.

Manage your views

Rename. Open the view's action menu and select Rename.
Duplicate. Clone an existing view as a starting point for a new one.
Favorite. Pin the views you return to often so they stay within reach.
Reorder. Drag tabs, or use the action menu, to move views left or right.
Delete. Remove a view you no longer need from the action menu.

If you build up a lot of views, the overflow tabs collapse into a +N more menu. Reorder your tabs to keep the most-used ones visible.

[[IMAGE: the view action menu showing rename, duplicate, favorite, reorder, delete]]

Open the view you want to share.
Select Share link in the view's action menu.
Copy the URL and send it to your team or stakeholders.

The link includes a view ID, so anyone who opens it lands in the same configuration with live data, not a screenshot. Published views also appear as tabs at the top of the library or journey for everyone in the workspace.

For a curated package that bundles journeys, views, and Docs together for a stakeholder group, use a Collection instead of a single shared view.

Views worth setting up first

A few combinations of data, filters, and view type that most teams find useful right away:

Opportunity matrix for prioritization. Opportunities library, filtered to a journey or theme, in the matrix view. The go-to setup for a planning session or a "what do we work on next?" conversation.
A team's working list. Opportunities or Solutions, filtered to one team's owner and an "in progress" status, as a table. Gives that team a list that stays relevant every time they open it.
Assigned to me. Any library filtered to your own ownership, as a table or list, so your open items are one click away.
Cleanup view. Insights filtered to "untagged" or missing a score, as a table, to find and fix gaps in your data before analysis.
Executive summary of a journey. A journey in map view, filtered to the key lanes and a single persona or region, for a leadership update.
Experience health check. A journey in pulse view to see, at a glance, where the experience is strong and where it dips.

Tips

Name views for who they're for and what they answer.
Favorite the ones you use most so they don't get lost in the overflow menu.
Editing a shared view is safe: your changes stay a personal draft until you explicitly save or publish.
If you know the perspective you want but don't want to build the filters by hand, the TheyDo Agent can generate a view for you (currently in beta).