Filters and saved views

Managing a busy support inbox means being able to surface the right conversations at the right time. Filters and saved views in Deskwoot let you slice through your conversation list using specific criteria, so you spend less time searching and more time helping customers.

Using quick filters

The conversation sidebar includes built-in filters for the most common views: All, Mine, Unassigned, and each status. These quick filters are always available and update in real time, giving you an instant snapshot of your workload or your team's queue without any setup required.

How to apply a quick filter

Open the conversation sidebar on the left side of your Deskwoot dashboard.
Click on the desired filter label. For example, Mine to see only conversations assigned to you, or Unassigned to find conversations that haven't been picked up yet.
The conversation list refreshes immediately to match your selection.

Saving custom views

Quick filters cover the basics, but custom views let you combine multiple filter criteria to build precisely the list you need. After configuring a filter, click Save Filter and give it a name. Saved filters appear in the sidebar under Custom Views, ready to be accessed with a single click at any time.

How to create a saved view

Apply one or more filter criteria to narrow down your conversation list (for example, a specific status combined with a particular assignee or label).
Once the results match what you want, click Save Filter.
Enter a descriptive name. Something your teammates will understand at a glance, such as VIP. Pending Response or Billing. Open.
Your new view now appears under Custom Views in the sidebar for quick access.

Best-practice tips

Name views clearly. Use a consistent naming convention so every team member can find and understand each view without guessing.
Keep the list lean. Create saved views only for workflows you check regularly. Too many views can clutter the sidebar and slow decision-making.
Review periodically. As your support processes evolve, revisit your saved views and remove or update any that are no longer relevant.

Common pitfalls

Overlapping filters: If a saved view returns no results, double-check that your combined criteria aren't contradictory (for example, filtering for a status and assignee combination that doesn't exist).
Forgetting to save: Applying filter criteria without clicking Save Filter means your view is temporary and will reset when you navigate away.

Frequently asked questions

Can I edit a saved view after creating it?

Yes. Open the saved view, adjust the filter criteria as needed, and save it again with the same name to overwrite the previous version.

Are saved views visible to other team members?

Saved views you create typically appear in your own sidebar. Check your workspace settings to see whether shared views are available for your team.

Is there a limit to how many saved views I can create?

There is no strict limit, but keeping your list focused on the views you use most often will help you stay organized and efficient.