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Orbitly

Help Center / Desk

Use views and filters to find tickets

Switch between ready-made views, narrow a list with filters, and open the agent and team queues.

The Tickets page lists every ticket. A view decides which ones you see.

The Tickets page with the views panel on the left and ticket cards in the middle
The Tickets page with the views panel on the left and ticket cards in the middle

Pick a view

The panel on the left lists views under STARRED VIEWS and ALL VIEWS. Ready-made views include:

  • All Tickets, Open Tickets, My Open Tickets
  • Unassigned Open Tickets
  • Overdue Tickets and Tickets Due Today
  • On Hold Tickets and Escalated Tickets
  • Closed Tickets and My Closed Tickets
  • Answered by AI Agent

Choose the star beside a view to keep it under STARRED VIEWS. Use the search box above the list to find tickets by what they say.

Filter a view

  1. Choose Filter above the list. A filter panel opens on the left of the list.
  2. Open the + Add filter… menu and pick a field, such as Status or Priority. A few special filters, like Tags, are at the top of the menu.
  3. Pick an operator, then fill in the value. The operators depend on the field: text fields offer is, isn't, contains, starts with and is empty; dropdown fields offer is and isn't; number fields offer =, <, > and between; date fields offer on, before, after, between, today, this week and in the last N days.
  4. Add up to 5 conditions. The ticket must match all of them. Remove one with the close button beside it.
  5. Choose Apply filter. Choose Clear to remove the conditions.

To keep a set of conditions, choose + (Create Custom View) in the views panel. Your saved views appear in My saved filters and in the view list.

Change how the list looks

  • Tickets show as cards by default. Choose Classic View for a table.
  • Choose the arrow next to it to sort by Created Time, Modified Time, Due Date, Priority or Status.
  • The footer shows the count and page. Use the arrows to move between pages.

Queues

Under QUEUES in the left panel:

  • Agent queue shows open tickets in a column per agent, plus Unassigned, soonest due first.
  • Team queue shows the same per department.
  • Tags lists tickets by tag.
  • Scheduled replies lists replies waiting to be sent.

Was this not what you needed? Contact support or search again.