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
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Open Tickets and apply filters in the tickets list
Tip: Start broad, then refine. You can always update a view later. -
Click Create view (above the results).
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Give your view a clear name (for example, Open & Unassigned) and click Create.
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Your new view appears in the left sidebar under Ticket views.
Update filters for an existing view
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Go to Tickets.
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Open the view from the left sidebar (click its name).
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Adjust the filters using the dropdowns above the ticket list.
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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
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When creating the view, select Save as shared view.
Share (or stop sharing) later
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Go to Settings › Ticket views.
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Find the view and click Edit.
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Toggle sharing on/off and save.
See which views are shared
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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
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Unassigned + High priority — for your daily triage.
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Status: Pending + Last activity > 3 days — to catch stale conversations.
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Source: Chat + Team: Support + Tag: Billing — to focus on a specific workflow.
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Agent: Me + Attachments: Yes — to review tickets that include files/screenshots.
Good to know
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Views are saved filters - as new tickets match your filters, they automatically appear in the view.
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Renaming, deleting, or changing any element used in filtered views will affect any views that rely on them.
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Keep shared view names short and action-oriented so teammates immediately understand the purpose.