Platform
Views
Create personalized views that save your display preferences and filters for efficient ticket management.
Views help you organize tickets by saving your display preferences, filters, and sorting settings for quick access to different workflows.
From Sidebar:
Use the + button in the Views section to create a new view. Set the view name, add an optional emoji, and choose whether it should be private (visible only to you) or shared with your workspace.
From Sidebar:
Use the + button in the Views section to create a new collection. Give it a descriptive name and set it as private or shared. Note that private views can only be placed in private collections, and public views can only be placed in public collections.
Understanding Views
Views store your customized configuration for how tickets appear in lists and tables. Each view remembers your preferred display mode (table, list, or kanban), filters, grouping options, and sorting preferences, making it easy to switch between different ways of organizing your work. Views appear in your sidebar navigation and can show unread ticket counts to help you stay informed about new activity.View Display Modes
Views support three display modes: Table for detailed analysis with customizable columns, List for streamlined readability, and Kanban for visual workflow management with columns organized by status or other criteria.
Customizing Views
Filters: Apply filters by status, assignee, priority, or due date to focus on relevant tickets. Grouping: Group tickets by status, assignee, priority, or parent ticket to organize them into logical categories. Sorting: Sort tickets by creation date, priority, due date, or title to prioritize your work.Managing Views
Creating Views
Create new views to save specific configurations for different workflows or responsibilities. For example, you might create separate views for urgent tickets, your assigned work, or tickets in specific queues.
From Sidebar:
Use the + button in the Views section to create a new view. Set the view name, add an optional emoji, and choose whether it should be private (visible only to you) or shared with your workspace.
Editing Views
When you modify filters, display modes, grouping, or sorting for a view, your changes are automatically saved and stick to that view permanently. This makes it easy to adjust your views as your needs change - simply make the adjustments and your configuration is preserved every time you return to that view. Workspace members can edit shared views, but private views can only be edited by their owner.Deleting Views
Views can be deleted by their owner or any workspace member (for shared views). Private views can only be deleted by their owner.View Collections
View collections provide a folder-like structure for organizing multiple related views. Collections help manage large numbers of views by grouping them logically and reducing clutter in your sidebar navigation.
Creating Collections
Create collections to group related views together. For example, you might create collections for different projects, teams, or workflow stages, with each collection containing the specific views relevant to that area.
From Sidebar:
Use the + button in the Views section to create a new collection. Give it a descriptive name and set it as private or shared. Note that private views can only be placed in private collections, and public views can only be placed in public collections.
Managing Collections
Collections can be edited and deleted by their owner or any workspace member (for shared collections). Private collections can only be managed by their owner. You can move views between collections using drag and drop functionality in the sidebar.