Anand Lall

Customizing your ticket views with preset filters

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With Trakdesk ticket filters, you can quickly sort your tickets with preset filters. Example; you can setup a filter to display all high priority only, or tickets that are currently assigned to you. 

Setting up ticket filters lets you get things done faster. You can setup ticket filters and assign them to yourself or make them visible to all agents.

Creating a new ticket filter

  1. Login to your helpdesk as an agent.
  2. Go to the Tickets Page.
  3. Click on the Filter button to toggle the ticket filter options.

    You can pin the ticket filter options to the page by clicking on the Pin / Unpin icon.

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  4. Select all of the filters that you would like to use and click on the Save this filter icon.
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  5. Once the popup modal has opened, enter a name for the filter and select the appropriate permission. Image title
  6. Click on the Save button to save the filter.

Using ticket filters

  1. Login to your helpdesk as an agent.
  2. Go to the Tickets Page.
  3. At the Top Left of the page, click on the Filter: drop down menu and select the filer that you would like to use. Image title
    By default, if you have not select a filter or if it has been over 24 hours since you have selected your last filter, the Open Tickets filter will automatically be select.

    Note: Ticket filters are sticky, this means once you have selected a filter, it will stay active until 24 hours, unless if you manually reset it. You can manually reset the sticky filter by clicking on the Reset option in the drop down menu or clearing your browser cache.
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