Monitor and Manage Observations in Wingify Plan

This article covers the following:

• Overview
• Role-based Usage Examples for the Observations Listing Page
• Access and Navigate the Observations Listing Page
• Understand the Observations Listing View
• Filter Observations
• Customize Your Observations Listing Page View
• Perform Bulk Actions on Observations
• FAQs

Overview

Observations in Wingify Plan is a centralized repository for logging qualitative and quantitative research findings. It allows teams to collect, organize, and connect real-world insights, such as user behavior patterns, usability issues, or data anomalies, to hypotheses and experiments.

The Observations listing page displays all logged observations in a structured table, allowing you to quickly review, organize, and act on your research data without opening individual records.

From the Observations listing page, you can:

• View and manage all observations in a single, structured layout.
• Understand context by seeing where each observation was logged, for example, linked snapshots.
• Collaborate by viewing or adding comments directly from the listing.
• Take quick actions on individual observations, such as marking or unmarking them as favorites, editing them, or deleting them.
• Filter observations based on attributes such as Creation Date or Labels.
• Customize visible columns to focus on the most relevant data.
• Perform bulk actions such as linking observations to existing (or new) hypotheses or deleting observations.

The next section outlines how different roles can use the Observations listing page in Wingify Plan.

Role-based Usage Examples for the Observations Listing Page

Based on their role, different personas can use the Observations listing page in different ways:

These examples highlight how the Observations listing page serves as a shared research workspace, helping teams move from insight to action systematically.

Access and Navigate the Observations Listing Page

Before you begin, ensure you have:

• An active Wingify account with access to Wingify Plan.
• The required user role and workspace permissions to access Observations.

To access the Observations listing page:

1. From the Wingify dashboard, navigate to Wingify Plan and select Observations. The listing page opens, displaying all observations logged within your account.
2. Use the Create button at the top-right corner to log a new observation, or browse the listing table to review, organize, and act on existing observations.

Understand the Observations Listing View

By default, observations are displayed in a structured table. Each row represents an observation, with key details displayed as columns. Clicking anywhere on a row opens the detailed view for that observation.

Note:

• Columns are available only in the Table View. In the List View, details are presented in a simplified, stacked format without column-based organization. Use the view toggle at the top-right of the listing page to switch between Table View and List View.
• Switching views does not affect your data or filters. It only changes how the information is presented, allowing you to choose the layout that best suits your workflow.

The following table describes each column available on the Observations listing page:

Observations Listing Page Columns

Note: The Name and Add comment columns are always visible and cannot be removed.

Filter Observations

Filters help you quickly narrow down or search for observations based on specific attributes, especially when working with a large number of records.

To filter observations on the listing page:

1. Click Add Filter at the top of the table.
2. Select the filter type from the dropdown and choose one or more values for the selected filter. The table updates automatically to reflect the applied filters. The available filters include:

You can apply multiple filters simultaneously to create more refined views, for example, observations tagged with a specific label logged within a defined date range.

Customize Your Observations Listing Page View

The observations listing table is fully customizable, allowing you to tailor the view based on your role or workflow. By adjusting the visible columns, you can focus on the data most relevant to your research process.

To customize the table:

1. Click the column settings ⚙ icon at the far right of the table header. This opens the column configuration panel, where you can manage the displayed data points.
   • The Active view section shows all currently visible columns.
   • The Available columns section lists additional data points you can include.
   • Drag and drop columns to reorder them based on priority.
     
     Tip: Place frequently used fields at the top, so they appear on the left in the table, for quicker scanning.
2. To add a column, select the checkbox next to the desired field from the Available Columns section.
3. To remove a column, clear the checkbox for any active column you no longer need.
4. To revert to the default view, click the Reset icon at the top-right corner of the panel.

Changes are applied immediately, allowing you to iterate on your view without disruption.

Note: The Name and Add comment columns are always visible and cannot be removed.

Perform Bulk Actions on Observations

The listing page allows you to take action on multiple observations simultaneously, helping you connect research findings to your experimentation pipeline more efficiently.

You can perform the following bulk actions on selected observations:

To perform a bulk action:

1. Select the checkboxes next to the observations you want to modify.
2. Click Link to Existing Hypothesis to associate them with an existing hypothesis, or click New Hypothesis to create a new hypothesis and link them to it.
3. Click Delete to permanently remove them from the account.
   
   Note:
   1. Bulk actions apply to all selected observations at once, so ensure you have selected the correct records before proceeding.
   2. Deleting observations is irreversible. Use this option only when you are certain the observations are no longer needed.

FAQs

• What is the difference between Logged on/by and Logged at?
  Logged on/by shows the date and the user who recorded the observation. Logged at shows the context or location where the observation was captured, such as a specific page or session.
   
• What happens to linked hypotheses when I delete an observation?
  Deleting an observation is irreversible and removes it permanently. We recommend reviewing any linked hypotheses before deleting to avoid losing important research context.

Need more help?

For further assistance or more information, contact Wingify Support.