Save inbox views
Save a filter and sort combination as a named inbox view, pin it to your sidebar, and share it with your team or keep it private.
A saved view stores a filter combination and a sort order under a name in the inbox sidebar, so you do not rebuild the same filter every morning. This article covers creating, pinning, and sharing views.
Create a view
- In Admin > Inbox, build the filter you want.
- Save it as a view. You can combine up to 15 rules from: status, priority, assignee, team, tag, source, waiting state, conversation or ticket, ticket type, ticket category, and ticket stage.
- Pick a sort order: recent, oldest, created, waiting, priority, or SLA.
Note: A saved view stores the filter rules, not a snapshot. Each time you open it, it runs the filter against the current inbox, so it always reflects what is there now.
Pin a view
Pin a view to keep it at the top of your sidebar. Pinning is personal: it does not change anyone else's sidebar.
Share a view
A view is shared with your whole workspace by default, so any teammate can use it. Turn off sharing to keep a view private to you.
Tip: Build a small set of shared views your whole team recognizes ("Urgent and unassigned", "Waiting on us") rather than everyone building their own.
Related articles
Was this helpful?
Your feedback shapes what we write next.