Build Custom Ticket Views

When your queue grows, scrolling through every ticket wastes time. Views are saved sets of filters in the sidebar of the Tickets screen. TixTalk creates seven built-in views for every workspace, and you can add your own.

Save a view

You build a view by filtering the list first, then saving the result.

1. Open Tickets and add one or more filters using the filter bar.
2. Sort the list the way you want it, since the current sort is saved with the view.
3. Select Save as View — it appears in the filter bar once at least one filter is set.
4. Enter a name and select Save View. The view appears in the sidebar under the built-in ones.

The filters you can use

1. Status — Open, In Progress, Pending, On Hold, Resolved or Closed, with "is", "is not" and "is any of".
2. Priority and Type — same three operators.
3. Source — email, form, live chat, API or manual.
4. Assignee — "is", "is not", and "is unassigned".
5. Brand — "is" and "is not".
6. Category — a text field, with "equals", "contains" and "starts with".
7. Created Date and Updated Date — "is", "is after", "is before", "is on or after" and "is on or before".

Combine several filters to narrow the list as far as you need.

The seven built-in views

Every workspace starts with these, and each one shows a live count:

1. My Open Tickets — all tickets with a status of Open, In Progress or Pending.
2. Unassigned — Open and In Progress tickets with nobody assigned.
3. All Open — Open, In Progress, Pending and On Hold.
4. Pending — Pending only.
5. On Hold — On Hold only.
6. Recently Solved — Resolved only.
7. Closed — Closed only.

Manage your views

1. Switch between views from the sidebar at any time; the list reloads with that view's filters.
2. The seven built-in views cannot be deleted.
3. Delete a view you saved yourself from the sidebar. Deleting a view never deletes tickets.