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A saved view is a named combination of filters, column layout, and sorting that appears as a tab on the Tickets page. Instead of rebuilding the same filter every time, save it once and switch to it with a single click. Each view remembers:
  • The filters applied to the ticket list
  • Which columns are shown or hidden, and their order
  • The sort field and direction
Screenshot of saved view tabs
You set the columns from the column menu (the pencil icon above the table) and reorder them by dragging column headers — whatever you configure is saved with the view. See column visibility and reordering for details.
Saved views live on the Tickets page. The All tickets tab is always present and shows the unfiltered list; your saved views appear as additional tabs next to it.

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Personal and shared views

Views come in two kinds: Shared views are marked with a people icon on their tab. Only admins can create a shared view or turn a personal view into a shared one. Shared view indicator

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Creating a view

There are three ways to create a saved view.

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1. From the tabs

Click the + Add view button next to the tabs. This opens the view editor with an empty view. Set up its filters, columns, and sorting, give it a name, and it’s saved as a new tab.

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2. From filters on All tickets

Start on the All tickets tab and apply the filters, columns, and sorting you want. Once the list is filtered, a Create view button appears — click it to save your current setup as a named view.

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3. By asking the AI Operator

Ask the AI Operator to create the view for you — for example, “Save a view of urgent unresolved emails”. The AI Operator sets up the filters and saves the view, including shared views if you’re an admin.

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Naming and sharing

For methods 1 and 2, the view editor lets you finish the setup:
1

Name the view

Enter a name in the Add view name field.
2

Choose sharing (admins only)

Toggle Shared view on to make the view visible to the whole workspace. Leave it off to keep the view personal. This toggle only appears for admins.
3

Save

Click Save to store the view. It appears as a new tab.
Screenshot of the view editor

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Editing a view

Open a view’s tab, then adjust its filters, columns, or sorting. When a saved view has unsaved changes, the Save button gives you two choices:
  • Update this view — overwrite the saved view with your current changes.
  • Create new view — keep the original untouched and save your changes as a brand new view.
Use Create new view when you want to branch off an existing view — for example, to make a personal copy of a shared view with an extra filter.
To rename a view or change its sharing, open the view and use the editor’s name field and Shared view toggle, then choose Update this view.

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Unsaved changes

If you tweak a view but don’t save, your changes are kept locally so you don’t lose them, but the saved view itself is unchanged until you choose Update this view. Use Reset to discard your local changes and return to the view as it was saved.

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Deleting a view

1

Open the tab menu

Click the ⋮ (kebab) menu on the view’s tab.
2

Delete the view

Select Delete view.
Deleting a view is permanent and cannot be undone. Deleting a shared view removes it for everyone in the workspace, so only admins can delete shared views.
  • Tickets — searching, filtering, and column visibility on the ticket table.
  • Inbox — the prioritized queue of tickets that need your attention.