Creating Case Views in Freshdesk
Creating case views in freshdesk is a useful tool that helps to organise your ongoing cases. While this document will cover how to set up an engineering task view, this same method can be used for setting up any view you like.
Log into Freshdesk
Go to the Tickets tab
Click on the “Ticket Views” symbol at the top left.
Click on “My Unresolved Cases” from the dropdown menu.
On the right hand side of the page in the Filters menu, remove the “All unresolved” Status, and then add “Engineering Task”
6. Click Apply
7. At the top left of the page, click the tick with two dots underneath.
8. Name it and then click Save.
9. You will now have a view saved in the filters menu that will let you quickly filter by the status we chose earlier.
10. Click it and your view will update to show you all cases with that status.
