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Create a saved view

Build a filter combination once, save it as a named view, and switch to it any time with one click. Views are personal — each user has their own.

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Create a saved view

Saved views capture a filter combination plus the sort and search you have applied. Switch between views in a single click — no rebuilding the filter every time.

Steps

  1. Open the conversation list.
  2. Apply the filters you want — pick a tab (Active / Snoozed / Done), apply tag filters, channel filters, customer tier, SLA priority, custom field, agent / team filters, or any combination.
  3. Set the sort order you want (Updated / SLA Priority / Last contact message).
  4. (Optional) Type a search term if the view should also include a search.
  5. Click Save view in the filter bar (or open the view chip menu and pick Save current as new view).
  6. Give the view a name. Pick something short and recognizable — “My queue”, “VIP today”, “Refund cleanup”.
  7. Click Save.

The view appears as a chip above the conversation list. Click the chip to switch to it any time.

Naming views well

The chip is small. Names that work:

  • “My queue”
  • “Team queue”
  • “VIP today”
  • “Stale 7+”
  • “Refunds Q1”
  • “At risk SLA”

Names that don’t:

  • “All Active conversations assigned to me where SLA is breaching…” (too long)
  • “View 1” (meaningless when you have several)

Switching views

Click any view chip to apply that view. Click the chip a second time (or click another) to switch. Click the All chip (or the equivalent reset) to return to the default tab.

Edit a view

  1. Apply the view.
  2. Adjust the filters / sort / search until they match the new state.
  3. Open the view chip menu and pick Update view to overwrite, or Save as new view to keep the original and create a new one.
  4. To rename, pick Rename from the chip menu.

Delete a view

  1. Open the view chip menu on the view you want to delete.
  2. Pick Delete view.
  3. Confirm.

The view is removed from your view list. Other users’ views are unaffected — views are personal.

Verify it worked

  • The view appears as a chip above the conversation list
  • Clicking the chip applies the saved filter / sort / search combination
  • Logging out and back in (or signing in on a different machine) preserves the view — saves are per-user, not per-session

Patterns

  • My morning triage — Tab: Active. Filter: assigned to me. Sort: SLA priority desc.
  • Team Lead review — Tab: Active. Filter: assigned to my team + flagged. Sort: Updated desc.
  • Stale cleanup — Tab: Active. Filter: last update > 7 days. Sort: Updated asc.
  • VIP follow-up — Tab: Active. Filter: customer tier = VIP. Sort: Updated desc.
  • Untagged backlog — Tab: Active. Filter: tag is empty. Sort: Updated asc.

Troubleshooting

  • Symptom: I saved a view but it’s missing the next time I sign in. Fix: Confirm you clicked Save in the dialog. Closing the dialog with Esc cancels.

  • Symptom: A teammate wants my view. Fix: Views are personal. Send them the filter recipe in writing or build the same view side-by-side. There’s no “share view” feature today.

  • Symptom: The view applies, but the list looks wrong. Fix: Views remember filters at save time. If the underlying data has shifted (a tag was renamed, a custom field was deleted), the saved filter may now match nothing. Edit the view to align with the current schema.

See also

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