An agent would want to start his day by logging in to his service desk to view all the tickets that he has for the day. Similarly, in multiple instances, you would want to view and update multiple tickets at once.
To help you view all your tickets, Freshservice displays all the tickets your customers have raised in the tickets tab. There are two views in which the tickets are displayed:
List view
Board view
List view
In the List view, you can choose the ticket fields you want to display and also, their order.
The list view lets you organize relevant ticket information in rows and columns. The tickets are displayed as rows and the ticket fields as columns.
Click on the
icon to the right of the table.You can use the checkboxes to select the fields that you want to see.
You can drag and drop the fields to reorder them.
To resize a column, click and drag the column handles to resize.
Hover over the ticket subject to see the ticket’s description. You can also hover over the requester’s name to see his contact information and recent tickets.
The following properties also have inline edit support in the list view:
Status
Priority
Assigned to - You can assign the ticket to a group or an agent by editing the Assign to field.
Board view
The Kanban board consists of tickets and service requests arranged in columns as per status (default & custom). The sorting of tickets is based on the ticket creation date. Multiple boards can be created based on different categories of tickets and shared with agents and groups. With the Kanban board, you can reduce your resolution time and help improve predictability and quality of service.
Kanban boards can help:
visualize the tickets and service requests
improve agent’s efficiency and productivity
admin/supervisor to have better visibility for teams and individuals
Each card represents a ticket; agents can get a birds-eye view of the ticket info on the card, such as subject, priority level, status, assigned agent/group, etc. An agent can also change the priority level and status on the card.
More details on kanban board configuration here
FAQs
1. Can the Kanban board view be created with any other column?
The board can be created using only the status column.
2. How to create a custom view in the ticket view or how do I create a view of service requests that are not related to employe-onboarding (joiners) or employe-offboarding (leavers)?
Navigate to the All Tickets view by clicking on the three lines near the Ticket List in the top left corner. Adjust the filter settings to match your specific requirements.
Once this is done click on the Save as option and have your view named and saved.
3. How to delete a ticket list view?
To delete a ticket list view in Freshservice, click on the three lines near the Ticket List in the top left corner, select the view you want to delete, and then click on the 3 dots > Delete icon. Confirm the deletion to remove the ticket list view.
