Summary
We're excited to announce the launch of Custom Views—a new feature designed to give you more control over how you monitor and manage tickets.
What are Custom Views?
Custom Views let you save filter configurations on the ticketing page. Instead of manually applying filters each time you need to focus on a subset of tickets, you can now save that configuration and return to it with a single click.
Key features
- Available to all users with ticket page access: If you can see the ticketing page, you can use Custom Views.
- Easy to identify: Give your custom views descriptive names that reflect the filters you've applied. You can rename a view at any time to keep it relevant as your needs change.
- User-specific: Custom Views are private and only visible to the user who created them. In the future, we will launch public views which are available to all users.
- Fully editable: Once a view is created, you can update it at any time by adjusting the filters and re-saving the view.
User guide
Create a new view
- On the Tickets page, click
New View
, give your view a name, then apply and save the filters you want to use.
Add more views anytime
- Click the
+
icon to create additional custom views whenever you need them.
Update or reset filters
- Click
Save
to update the view with the new filter set. - Click
Reset
to revert back to the original saved filters.If you modify the filters in an existing Custom View, you can:
Rename or edit a view
- Go to
View settings
, then select the Edit option. You can update the view’s name or adjust the saved filters as needed.
Delete a view
- If you no longer need a Custom View, open
View settings
and select the Delete option to remove it.
Custom Views are currently available on the ticketing page. We plan to roll out custom views to additional pages—stay tuned!
Give Custom Views a try and streamline your ticket management today!