How to create a Personal View in Zendesk

Creating a personal view in Zendesk allows you to filter and organise tickets based on specific conditions that are relevant to your workflow.

To see a video on how to create a view, please reference the Adding views section of the Zendesk Help support article: Creating views to build customised lists of tickets.

Steps to Create a Personal View in Zendesk

1. Go to Views Settings in the Zendesk Support interface and click the Manage views link on the left sidebar.
2. Navigate to Workspaces > Views and click Add view.
3. Set the View Title and Description.
4. Click Who has access dropdown and select Only you to make it a personal view.
5. Create Conditions where you can control what appears in your view by using All and Any conditions.
   • All Conditions: Add needed condition(s) by clicking the Add condition button under Tickets must meet all of these conditions to appear in the view dropdown, and select the desired ticket filters.
   • Any Conditions: Add needed condition(s) by clicking the Add condition button under Tickets can meet any of these conditions to appear in the view dropdown, and select the desired ticket filters.
   • Note: You can preview how your conditions might work together to filter tickets by selecting the Preview button.
6. Set Formatting Options, where you can choose which columns appear in your view by
   • Dragging and dropping to reorder them.
   • Selecting the X to remove them.
   • Adding additional columns by selecting the Add column button.
   • You can better organise and sort your tickets by selecting a desired option from the Group by and Order by dropdown menus. Note: You can also select if you want them to show in ascending or descending order.
7. Save your new Personal View by clicking Save.

Important Notes

• Personal views will only be visible to you.
• You can edit or deactivate any of your views from the Views admin page (steps 1 and 2 above).
• You are allowed to create up to a maximum of 10 columns in your view. 

For additional information on creating personal views, standard views, and shared views, please review the following Zendesk Help support article: Creating views to build customised lists of tickets.