Organize your Support with custom views
Set private and custom views.
Learn how to organize your inbox with custom views. In this guide you'll learn:
How to create private views for personal use
Customizing columns and filters
Setting up shared views for team collaboration
Step 1: Open the Support app
Launch the Bird app and click on the Support tab from the main navigation.
Step 2: Navigate to Views
Head over to the Views section within Support.
You’ll see two types of views:
Private views – visible only to you, great for personalized workflows.
Shared views – visible to everyone, ideal for improving team collaboration.
Step 3: Create a new view
Click the Create view button in the top right corner.
Give your view a unique name so you can easily find it later.
Step 4: Choose your visibility
Select Private if the view is only for you.
Switch to Shared if you want your team to use it as well.
Step 5: Customize your columns
Choose which columns to display in your view.
Common options include Team, Assignee, and Status.
You can also select other useful fields to tailor the view to your workflow.
Step 6: Apply filters
Use filters to define which tickets will appear in the view:
Date range – filter tickets by a specific time frame.
Status – show only Open, Closed, or Snoozed tickets.
Assignee – focus the view on tickets assigned to certain agents.
Use Advanced search for more precise filtering.
Step 7: Save your view
Once your filters and columns are set, click Create to save your custom view.
Step 8: Access your private views
Navigate back to the Private views tab to access and use your newly created view.
Your custom view is now ready to streamline your ticket management.
