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Tickets & workflows

Build a useful ticket queue with saved views

Keep a repeatable view of the work your team needs to review.

6 min readRelayDesk 0.12.57Step-by-step guide
Before you start
  • Access to Tickets.

Step-by-step walkthrough

  1. 01

    Open Tickets and choose a starting queue such as Mine, My teams, Unassigned, Open, or Pending. Counts and records follow your current access.

  2. 02

    Apply the relevant priority, channel, team, assignee, tag, and search filters. Select a sorting option that matches the review you are doing.

  3. 03

    If using reviewed triage, expand Triage filters and choose the labels or review freshness that matter. A suggested urgency label does not change the ticket priority.

  4. 04

    Choose Save current view and give it a descriptive name. Reopen the saved view and confirm the same filters and sorting are applied.

  5. 05

    When a ticket seems missing, clear the view and filters before assuming it was deleted. Assignment changes can also change your access to the record.

A closer look at the interface

These are actual product captures from a fictional demo workspace. Navigation and available controls can differ by role, configuration, or release.

Ticket queues and saved views

Saved views combine ordinary ticket filters with optional reviewed-triage filters.
Ticket queues and saved views
Ticket queues and saved views

Saved views combine ordinary ticket filters with optional reviewed-triage filters.

  1. 1Choose the queue that matches your responsibility.
  2. 2Apply filters before saving the view.
  3. 3Reviewed urgency is distinct from the actual priority.

Expected result

A reusable queue focused on the work you intend to review.

Important details

Team Inbox uses newest request creation time first in the installed ordering update. The dedicated Tickets screen has its own sorting controls.

Need help with this workflow? Contact the team and include this guide’s title.