Community logo

{"time":1774447084171,"blocks":[{"id":"jIo5gJfe-U","type":"header","data":{"text":"Save, share, and reuse journey views across layouts ","level":2}}],"version":"2.26.5"}

{"time":1774447084171,"blocks":[{"id":"j4xgh_Dtxh","type":"paragraph","data":{"text":"Saved views are now available across all journey layouts (map, table, matrix). Start from a template (executive view, opportunity prioritization, insight review, and more) or build your own. Filters, layouts, and configurations are saved and shareable via URL."}},{"id":"0_BEcbVZIq","type":"paragraph","data":{"text":"Create custom views — or start with our templates."}},{"id":"TLv8v4xXS7","type":"image","data":{

What's new

0 Comments

Save, share, and reuse journey views across layouts

Saved views are now available across all journey layouts (map, table, matrix). Start from a template (executive view, opportunity prioritization, insight review, and more) or build your own. Filters, layouts, and configurations are saved and shareable via URL.

Create custom views — or start with our templates.

What's new

  • Saved views now available for all journey layouts (map, table, matrix, pulse)
  • View templates included: Executive View, Opportunity Prioritization, Solution Prioritization, Insight Review, and more — click + to explore
  • Each view saves: filters, layout type, table columns, matrix axes/bubble config
  • Share views via URL: recipients always see the latest version when you update
  • Enhanced filtering across all views: type, status, owner, date created, tags/groups
  • Persistent filter bar shows which filters are active

Impact

Stop rebuilding the same filter combinations every time you need them:

  • No more scrolling through 150 metrics to find the 6 KPIs relevant to your work
  • Prepare stakeholder presentations in 30 seconds — load "Executive View," adjust if needed, share the URL
  • Learn what's possible through templates, then customize for your workflows
  • Focus editing sessions by filtering to specific personas, stages, or building block types

Templates handle the common cases. Custom views handle your cases.

Try it

  1. Click the + next to your current view
  2. Start from a template or create from scratch
  3. Configure filters, layout, and columns
  4. Save and share the URL

Your existing journey views have been upgraded automatically — no changes to functionality.

Availability

  • GA for all organizations
  • Requires journey edit permissions to create views