Support Saved Views
Save filtered ticket lists and switch between them with one click — "My open tickets", "Urgent unassigned", "Waiting on customer", and so on.
A saved view is a named combination of filters and sort order that you can reapply with one click. Instead of rebuilding "Urgent tickets assigned to me, sorted by oldest first" every morning, save it once.
Creating a View
- Open the tickets list at Support > Tickets
- Apply any combination of filters: status, priority, type, channel, assignee, sentiment, label
- Adjust the sort order if needed
- Click the View picker in the toolbar
- Choose Save current as view…
- Give the view a name and click Save
Your view appears in the picker dropdown. Click its name to reapply the filters at any time.
Switching Views
The view picker shows all views available to you, with the active one checked:
- Click any view name to switch to it
- The URL updates so you can bookmark or share a specific view
- Filters in the toolbar reflect the saved view's settings
To return to the unfiltered list, choose the default All Tickets entry.
Editing & Renaming
- Open the view you want to edit
- Adjust filters or sort order
- Click the View picker
- Choose Save current as view… again — Workestra detects you're updating an existing view and offers to overwrite
To rename or delete views in bulk:
- Click Manage views… in the picker
- In the dialog, rename or delete any view you've created
View Visibility
When you save a view, you can choose its visibility:
| Visibility | Who Can See It |
|---|---|
| Private | Only you |
| Workspace | Every member of your workspace |
Private views are useful for personal triage queues. Workspace views are useful for team-wide queues like "Unassigned Urgent" or "Waiting on Customer > 7 Days".
Only the view's creator (or a workspace admin) can edit or delete a workspace-visible view. Other members can use it but not modify it.
Useful View Recipes
A few views worth setting up on day one:
| View | Filters |
|---|---|
| My open tickets | Status: Open + In Progress · Assignee: Me |
| Urgent unassigned | Priority: Urgent · Assignee: Unassigned |
| Waiting on customer | Status: Waiting (sorted by oldest first) |
| Negative sentiment | Sentiment: Negative + Urgent · Status: Open + In Progress |
| SLA at risk | Status: Open + In Progress · Sort: SLA remaining ascending |
| Recently resolved | Status: Resolved · Sort: Resolved at descending |
How Views Differ from Filters
| Filters | Saved Views | |
|---|---|---|
| Persistence | Reset on page refresh | Persist across sessions |
| Sharing | Only via URL | Workspace-visible if you choose |
| Quick access | Rebuild every time | One click from the picker |
| Best for | One-off ad hoc queries | Recurring queues |
Next Steps
- Tickets — Browse, filter, and act on tickets
- Custom Statuses — Pin a custom status as a view filter
- Sentiment Scoring — Filter by customer mood