smart views

What is the Team’s Open Issues Smart View?

The Team’s Open Issues Smart View is a default Smart View that is only visible for Supervisors who have Queues enabled on their Dashboard. This Smart View only includes two types of Issues: Issues w...

Setting Up Smart Views

Smart Views allow you to optimize your workflow by automatically filtering Issues into folders by platform, app title, Issue status, assignee, tags, Custom Issue Fields, and more. Team members have ac...

How do I use Smart Views to improve workflow?

Larger support teams with many different Smart Views are best served by organizing related Smart Views into folders for easy navigation for Agents and other team members. To provide the best user expe...

What are Smart Views, & how do I use them?

Smart Views are the equivalent to Views in other customer service platforms. Smart Views can be customized by Issue status, operating system, language, tags, assignee, and more. By default, there is a...

How do I organize Smart Views into folders?

As your support team and organization grows, so will your list of Smart Views. Organizing Smart Views into Folders allows you to maintain a clean Dashboard while allowing your Agents to quickly access...

How do I reorder my Smart Views?

To reorder Smart Views and Shared Smart Views, navigate to Issues, click the gear icon at the top of the list of My Smart Views, then click the ‘Change Order.’ button. This will enable you...

How do I edit or remove an existing Smart View?

To edit or remove an existing Smart View, navigate to the Issues page, click the title of the Smart View you wish to edit or remove as listed under the ‘My Smart Views’ header, then click ...

How do I create Smart Views?

Smart Views allow you to create an organized, filtered view of Issues by platform, app title, Issue status, assignee, tags, Custom Issue Fields, and more. There are two types of Smart Views in Helpsh...

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