How to use filters

1 min read
updated: Sep 26, 2024
HelpDesk
158 29

Video tutorial for filtersLink icon

Filters help you customize your ticket list and identify specific customer cases.

You can filter your tickets according to:

  • Agent
  • Assignment
  • Attachments
  • Creation date
  • Followers
  • Last activity
  • Last message
  • Priority
  • Rating
  • Source
  • Status
  • Tag
  • Team

Adding filters to tickets on the main dashboard in HelpDesk.

To add a filter, go to the ticket list, click the “+ Add filter” button, and choose the filter you’d like to add. When you’re done, click on the “Done” button to see the results.

Selecting one of the filters in HelpDesk.

You can filter your tickets by multiple values at once.

Selecting a few filters in HelpDesk.

Note that if you select multiple values while filtering tickets, the OR or AND operator applies to your values.
Note that if you select multiple values while filtering tickets, the OR or AND operator applies to your values.

If the filtered tickets are important to your daily work, you can save them as “My View” to always have them on hand.

Also, try the filtering feature in the “Report” section, so you can comfortably explore your performance.

Was this article helpful?

Got it!

Thanks for your feedback.

Thank you!

We’re happy to help.

Try HelpDesk today

Free 14-day trial Simple setup

You'll be in
good company

Companies using HelpDesk
HelpDesk tickets that are created with Shopify, Salesforce, LiveChat, and Messenger

Discover Text products