Saved Views

Saved views let you store frequently used filter combinations for instant access. Build your perfect workflow with custom views.

Understanding Saved Views

A saved view captures:

Filter criteria (status, priority, assignee, tags, etc.)
Search queries
Sort order
Column configuration (table view)

When you click a saved view, these settings are instantly applied.

Creating a Saved View

Step-by-Step

Set up your filters: Use the filter bar to configure your criteria
Optional: Add search terms: Include any search queries
Optional: Set sorting: Choose your preferred sort order
Save: Click Save View button (or Cmd/Ctrl + Shift + S)
Name your view: Give it a descriptive name
Set visibility: Choose Private or Shared
Confirm: Click Save

Visibility Options

Visibility	Who Can See	Who Can Edit
Private	Only you	Only you
Shared	Everyone	Admins only

Built-in Views

Relay includes these default views:

My Tickets

assignee:me status:open,pending

All open and pending tickets assigned to you.

Unassigned

assignee:unassigned status:open

Open tickets that need an owner.

All Open

status:open

Every open ticket in the organization.

Urgent

priority:urgent status:open,pending

High-priority tickets needing immediate attention.

Recent

created:today

Tickets created in the last 24 hours.

Example Custom Views

By Role

Team Lead - Escalated Issues

tag:escalated status:open

New Agent - Simple Questions

type:question priority:normal,low assignee:unassigned

Billing Specialist

tag:billing,refund,payment status:open

By Priority

Fire Fighting

priority:urgent status:open sla:breaching

Quick Wins

priority:low status:open type:question

By Time

Stale Tickets

updated:<7d status:pending

Today's New Tickets

created:today status:open

This Week's Resolved

status:resolved updated:>7d

By Channel

Widget Chat

channel:widget status:open

Email Backlog

channel:email status:open assignee:unassigned

Combined Views

VIP Customers - Urgent

tag:vip priority:urgent,high status:open

My Pending - Need Follow-up

assignee:me status:pending updated:<3d

Managing Views

Editing a View

Click on the saved view to apply it
Modify filters as needed
Click Update View (or Save as New)

Renaming a View

Hover over the view in sidebar
Click the ... menu
Select Rename
Enter new name
Press Enter

Deleting a View

Hover over the view in sidebar
Click the ... menu
Select Delete
Confirm deletion

Note: Deleting a shared view affects all users.

Reordering Views

Drag and drop views in the sidebar to change their order. Your personal order is saved.

View Organization

Using Folders (Coming Soon)

Group related views into folders:

📁 By Channel
  ├── Email Tickets
  ├── Widget Tickets
  └── SMS Tickets
📁 By Priority
  ├── Urgent
  ├── High Priority
  └── Quick Wins

Naming Conventions

Use consistent naming for easy scanning:

Good names:

"Urgent - Open"
"My Pending - This Week"
"Billing - Unassigned"

Avoid:

"View 1"
"test"
"asdf"

Shared Views for Teams

Creating Team Views

As an admin, create shared views for common workflows:

Create the view with your filters
Set visibility to Shared
Communicate to team

Recommended Team Views

View Name	Purpose	Filters
Daily Triage	Morning ticket review	`created:today status:open`
SLA At Risk	Tickets about to breach	`sla:warning status:open`
Needs Assignment	Queue for assignment	`assignee:unassigned status:open`
Week Review	Team standup	`updated:>7d status:resolved`

Advanced: View as Home

Set a view as your default when opening Relay:

Navigate to your preferred view
Click ... menu on the view
Select Set as Home

Now Relay opens to this view by default.

Troubleshooting

"View shows no tickets"

Your saved filters might be too restrictive
Tickets matching the criteria may have changed status
Check if filters are still valid (e.g., deleted tags)

"Can't edit shared view"

Only admins can edit shared views
Ask an admin to make changes
Or create your own private version

"View not syncing across devices"

Views are organization-specific, not device-specific
Check you're in the same organization
Try refreshing the browser

"Filters reset when I leave"

Make sure you clicked Save View, not just applied filters
Temporary filters reset when you navigate away
Check the view name is selected in sidebar

Tips for Power Users

Create a "Now" view: Your current priority focus
Archive old views: Delete views you no longer use
Use views for reports: Views + export = quick reports
Keyboard shortcut: 1-9 jumps to first 9 views
Combine with Smart Inbox: Views work in all layout modes

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