Tree View

The Tree View is where everything in Vistaly connects.

• Strategies come together visually
• Outcomes, goals, and key metrics/KPIs are defined
• Discovery captured and visualized
• Solutions identified
• Tests and experiments defined and tracked

Adding cards to the tree

Cards are added to the tree using the add card actions found in the lower right corner, below each card.

There are rules in place to prevent some cards from being added as children to others.

As an example, it doesn’t make sense to start with an experiment before you have a solution to experiment on. It also doesn’t make sense to start with a solution before you know which problems you want to solve.

These rules are not meant to get in the way, they are there to:

• Support automated status changes.
• Keep the tree, roadmap, and reporting views consistent and in sync.
• Enforce a sane and easy to follow structure.

Moving cards around the tree

One of the great things about Vistaly is its ability to relocate entire portions of a tree while automatically realigning the tree without manually dragging a bunch of boxes around.

There are two ways to relocate cards (and branches) in the tree view.

1. Hovering over the move action in the upper left corner of a card.
2. Using the move card action in the card sub-menu.

Shifting the tree

Each card in the Tree can be moved up and down (or left and right). This can be helpful when doing quick prioritization or sorting.

If you’re looking for advanced prioritization capabilities, check out this section on custom field prioritization.

Navigating the tree

Hide/Show Cards

When a tree starts to get big, it’s helpful to hide portions of it while you’re working or presenting to others.

Hide and show cards by hovering over any card and selecting the hide/show icons to the left or right of the card (or top and bottom depending on orientation).

Selecting Hide Card hides that card and all its children and descendants.

Zooming

Use the zoom controls in the bottom left of the Tree to zoom in and out.

Zoom Shortcuts

• macOS: ⌘+scroll
• Windows: ⊞+scroll

Rotating the tree

Rotate the tree into landscape or portrait using the rotate controls at the bottom of the tree view.

Collapsing the tree

Collapse the entire tree and start from the top by selecting the *Collapse All option in the bottom left of the workspace.

Focusing the tree

Focus Mode cuts down on extra noise by displaying all the cards immediately surrounding the card in focus.

Navigate through the Tree by opening and collapsing different sections. To re-enable Focus Mode, select Focus on card from the card sub-menu.

Showing the Full Story

Sometimes, you may want to work on a particular path in Vistaly and see how you got there and where it’s going. Story mode removes extra noise in the tree by showing from one card all the way to the top of the tree in a straight line. This allows you to only see what’s relevant to the selected card.

Enter story mode by selecting Show Story in the card sub-menu.

When in story mode, new cards CANNOT be added as children to cards in the story. This is prevented to ensure newly added cards are not hidden by default. Exit story mode before working on other parts of the tree.

Working & Viewing Mode

Viewing mode is designed for presenting or exploring the data. Entering Viewing mode removes controls and tightens the spacing between cards.

Search

Search looks across insights and cards (in the tree and unmapped cards) for matches. A matching indicates the search term is “close enough” to either the title or details of the card or insight. Card title matches rank higher than card details in the results.

Select the button in the side navigation to open search, or use the keyboard shortcut (shown below).

Search Shortcuts

• macOS: ⌘+k
• Windows: ⊞+k

Filters

Filters make it easier to find and search through cards in the Tree that match exact filter criteria. These are powerful when used in with conjunction custom fields.

Filter Options

Combining (composing) filters

Combining filters together is a powerful way to perform segmentation and look at your data in a new way.

• ALL criteria - When the filter criteria is set to ALL, results are returned only if they match all of the filters.
• ONE criteria - When the filter criteria is set to ONE, results are returned if they match any one of the filters.
• NONE criteria - When the filter criteria is set to NONE, results are returned only if they match none of the filters.

Include Full Hierarchy

The Include Filter Hierarchy? will make it match on the filtered cards and also show their parents all the way up to the top of your tree.

Sharing Filters With Your Team

When you save a filter, they automatically are shared and usable by other members of your organization.

Popular filtering use cases

Check out some of the more interesting use cases:

Use Case 1: High value Opportunities

Filter by Opportunities that have at least N Insights and high values in the Custom Fields that track severity, pain level, or importance.

Use Case 2: Opportunities by customer(s)

Look at your tree through the eyes of a specific customer or customer segment. Use the customer filter to reveal opportunities identified after talking to specific customer(s).

Use Case 3: Work that’s in-flight

Use time filters to show Solutions and Opportunities that have a status of Now/Next/Later.

Use Case 4: What’s new?

Use time filters to show everything that’s been add or updated in the last day/week/month.

Use Case 5: Show a specific team’s work

Used in combination with assignement, filter the tree to see any cards that are assigned to a given person or team.

Archiving

Archiving work is a great way to keep a workspace clean and focused without losing historical data.

Archiving paths

To archive a path, select Archive card in the card sub-menu.

Viewing archived paths

Once a path is archived, you can view it by selecting any parent (or ancestor) card and selecting Show archived cards from the card sub-menu.

Edits to an archived card are not possible until the card is unarchived.

Unarchiving paths

To unarchive a path, select the topmost (root) archived card, then select Unarchive card from the card sub-menu.