Custom views

Custom views let you save any combination of filters as a named, persistent shortcut in your inbox sidebar, so the queues you check every day are always one click away.

When to use a custom view

Use a custom view whenever you find yourself applying the same filters more than once. Common examples:

• My open threads — assignee = you, status = open

• Enterprise escalations — company tier = enterprise, pain level = high

• Untriaged from the widget — origin = widget, status = needs response

• Bugs from a specific customer — company = Acme, tag = bug

Create a view

1. Open the inbox.

2. Apply the filters you want to save using the filter bar (company, person, issue, tag, project, assignee, origin, pain level, creator, status, company tier, company status, company owner, company revenue, or company size).

3. In the sidebar, hover the Views section and click Add view.

4. Type a name (max 20 characters) and pick an icon.

5. Press Enter or click Save.

The view appears in your sidebar with a live thread count next to it.

Edit a view

Hover the view's icon in the sidebar and click the ⋯ menu, then Edit. You can:

• Rename the view

• Change the icon (click the icon to open the picker)

• Update the saved filters using the filter button in the editor

Click Save to commit, or Cancel to discard. Your inbox's current filter state is restored automatically when you exit edit mode.

Delete a view

Hover the view's icon, open the ⋯ menu, and click Delete. The view is removed immediately for everyone in the workspace.

Good to know

• Views are workspace-wide. Anyone in your workspace sees the same set of views — treat them like shared queues, not personal bookmarks.

• Counts update live. The badge next to each view reflects the current number of matching threads in real time.

• Empty views are hidden. If a view has zero matching threads, the count badge isn't shown.

• Filters are stored as a snapshot. Editing the underlying tag, project, or company doesn't break the view — it just re-evaluates against the current data.

Let me know if you want me to add screenshots, adjust the tone, or save it somewhere specific (the help center articles aren't stored in the repo, so I left this as text for you to paste in).