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The Tickets tab, AKA the Ticket List View, gives you an overview of the tickets in your account and allows you to filter them to make management easier. You can take bulk actions on tickets from this tab.
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Overview of the Ticket List view
When you go to the Tickets tab, there is a lot of information on the page.
The segments of information are as follows:
- Ticket list: the actual list of tickets that have arrived in your Helpdesk. At the top of the list are options to sort your tickets and switch between the Card View and Table View layouts.
- Filters panel: A list of ticket fields that you can use to filter the tickets shown in the list.
- Ticket Views button: Access your saved filter views.
Layouts and sorting for your ticket list
The default Card View layout is designed only to surface the most important information for you. Each ticket is represented by a card where you can update its Priority and Status, and assign it to an Agent and Group.
You may also switch to the Table View layout, which is editable, more detailed, and customizable.
- Change to the Table View layout near the top-right corner of the ticket list.
- Click Edit (pencil icon) next to the table headers.
- In the dropdown, search for or select the fields you want in your table.
- Drag the fields to rearrange them and click Apply.
For either layout, you can sort your tickets in chronological or reverse chronological order. Admins can set sorting preferences for all agents.
- In the portal, click on your profile picture in the top-right corner and click Profile settings.
- Find the Sort conversations section in the right pane.
- Click the dropdown and select Show oldest on top or Show newest on top.
- Near the bottom of the page, click Save Changes.
When you have more than 30 tickets, you can also adjust your view to display 30, 50, or 100 tickets on a page. This selection is local to an agent and is reset per session.
The Filters panel
The Filters panel is on the right side of the Tickets tab. You may need to toggle the Show/Hide filters button to see it. Use the Search field to quickly find filters set up for your organization.
Freshdesk provides a wide range of filters to narrow down your ticket list. For example, you can filter by:
For dropdown fields (default and custom), you can also click the filter label to select a NOT version, i.e. a "does not include" filter. You can also use various date and time filters, including custom date fields created by admins. For example, you can view tickets resolved or closed in the past 1 hour.
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Admins may set up custom ticket fields so that agents can refer to past events and track future follow-ups. For example, an airline might require the following fields:
- Booking date: Find tickets about a customer's booking dates.
- Approval date: View tickets that were approved in the past, or need to be approved in the future.
- Scheduled departure dates: View tickets for upcoming flight departures.
To get date-based filters, contact support@freshdesk.com. Alternatively, use Scheduled reports where you can filter the reports based on companies and save them.
The Ticket Views button
A “Ticket View” is a saved set of filters. The Ticket Views button in the top-left corner gives you a categorized list of ticket list views:
- your personal saved views,
- views shared with you by others,
- default views (see below),
- Trash, Spam, and Archive.
Click a saved view to quickly apply saved filters to your ticket list.
Permission for managing ticket list views
As an admin, you can decide to provide permissions to your team to manage personal or shared ticket list views using roles.
- Go to Admin | Roles and choose a role, e.g. Supervisor.
- Under Tickets, you can change the permission to:
- Manage personal list views: Agents may create ticket views only visible to them. They can use views created by others but cannot modify or delete them.
- Manage shared list views: Agents may create personal or shared ticket views. They can modify and delete views created by others.
Default ticket views
View | What it shows |
My Open and Pending Tickets | All tickets assigned to you whose status is either 'Open' or 'Pending' |
My Overdue Tickets | All tickets assigned to you that were due before 'Today' |
Open Tickets in My Groups | All tickets in groups you are a member of, with the status 'Open' |
Urgent and High-Priority Tickets | All tickets in your helpdesk with Priority marked as 'High' or 'Urgent' |
All tickets | All tickets created in your helpdesk in the last 30 days |
All undelivered messages | All ticket replies that were not delivered to the customer |
All unresolved tickets | All tickets in your helpdesk which are not 'Resolved' or 'Closed' |
New and my open tickets | All tickets assigned to you with the Status 'Open', and all Unassigned tickets in your helpdesk |
Tickets I raised | All tickets in your helpdesk that have the requester field set to your name |
Tickets I'm mentioned in | All tickets in your helpdesk that you've been tagged in by anyone |
Tickets I’m watching | All tickets that you have been added as a watcher for (may be assigned to anyone) |
Spam | All tickets marked as Spam |
Trash | All tickets that have been deleted from your helpdesk |
Create custom ticket list views
Custom ticket views are available from the Growth plan onwards.
To create a custom ticket list view:
- Applying a list of filters to fit your use case.
- Next to the Ticket Views button, click an icon to save your filters as a view.
- The Save view icon: Only visible if you apply new filters to a saved view. Updates the saved view.
- The Save view as icon: Save the applied filters as a new view. A dialog pops up where you can name your custom view and set its visibility.
- The Discard changes icon: Resets your applied filters.
- Click the Ticket Views button to access your saved views.
Apply bulk updates to tickets
The ticket list view also allows you to perform actions on multiple tickets at once.
- In the ticket list view, apply your choice of filters or use the search bar to find the tickets to update.
- Click the checkmark next to the tickets to update and click Bulk Update.
- In the Bulk update panel, check the ticket fields to update, provide the details, and click Update.
- If you change the Status to closed, you may get an error if you haven't provided mandatory fields. Provide those values and click Update.