Create and manage Ticket views

2 min. readlast update: 09.15.2025

Ticket views let you save a set of filters so you can quickly return to the exact group of tickets you care about - without rebuilding the search each time.

 

Create a custom view

  1. Open Tickets and apply filters in the tickets list
    Tip: Start broad, then refine. You can always update a view later.

  2. Click Create view (above the results).

  3. Give your view a clear name (for example, Open & Unassigned) and click Create.

  4. Your new view appears in the left sidebar under Ticket views.

 

Update filters for an existing view

  1. Go to Tickets.

  2. Open the view from the left sidebar (click its name).

  3. Adjust the filters using the dropdowns above the ticket list.

  4. Click Update view to save the changes.

Your updates apply immediately to everyone who has access to that view.

 

Share a view (admins)

Some views are useful for the whole team. Admins can share views so everyone can use the same, consistent filters.

Share while creating

  • When creating the view, select Save as shared view.

Share (or stop sharing) later

  1. Go to Settings › Ticket views.

  2. Find the view and click Edit.

  3. Toggle sharing on/off and save.

See which views are shared

  • In Settings › Ticket views, you’ll find a list of your personal views and shared views.

Note: Agents can create personal views. Only admins can mark a view as shared.

Examples of helpful views

  • Unassigned + High priority — for your daily triage.

  • Status: Pending + Last activity > 3 days — to catch stale conversations.

  • Source: Chat + Team: Support + Tag: Billing — to focus on a specific workflow.

  • Agent: Me + Attachments: Yes — to review tickets that include files/screenshots.

 

Good to know

  • Views are saved filters - as new tickets match your filters, they automatically appear in the view.

  • Renaming, deleting, or changing any element used in filtered views will affect any views that rely on them.

  • Keep shared view names short and action-oriented so teammates immediately understand the purpose.

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