A guide to your tickets home
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In HubSpot, you store and manage information, including notes and emails back and forth, on ongoing issues with customers in your ticket records. A ticket is tracked through pipeline stages until the ticket is closed.
Your tickets home is where all your tickets are displayed. You can:
have an overview of your tickets in or ;
quickly filter tickets based on their property values;
that show only tickets that meet a certain criteria; and
, including deleting them.
Learn more about managing your , , and in their respective homes.
In your HubSpot account, navigate to Service > Tickets.
In the upper right:
Actions: click to make changes to your tickets.
Edit properties: select to edit your ticket properties. This option is only available in table view. Learn more on .
Restore tickets: select to . Only users with or permissions can use the recycle bin.
Import: click to . You can import new records, import to bulk update existing records, or import to bulk associate records.
Create ticket: click to .
In your HubSpot account, navigate to Service > Tickets.
By default, your tickets will be displayed in a table. By default, they will be sorted so the most recently created tickets will be at the top.
To locate a specific ticket, you can enter a search term in the search box under the tabs.
Customize the table where your records are shown.
If you're in the board format, to switch to the table view, click the listView table icon in the upper left.
To edit the properties shown in the table, click Edit columns on the right. In the dialog box:
On the left, select the properties you want to appear in the table.
On the right, drag and drop properties to arrange them to how you want them to appear in the table. Click x to remove a property.
Click Save.
To sort your records using property values, click the property name at the top of the table.
To resize your columns, click, hold, and drag the edge of the column to your preferred size.
To re-arrange your columns, click, hold, and drag the dragHandle handle of the column to your preferred area.
Customize the board where your records are shown.
To sort the records within each stage, click Sort in the upper right. In the dialog box, click the Priority dropdown menu and select the property to sort by, then click the Sort by dropdown menu to determine the order.
Drag and drop records to change the records' pipeline stage.
You can further filter the tickets in the table, even when you're in a view.
Click the default property dropdown menus (Ticket owner, Create date, Last activity date, Priority) and select the values that you want the displayed tickets to have.
If you are currently in the All tickets tab and already set up filters, you can save this set of filters as a view. In the bottom left, click Clone and in the dialog box, enter a name for the view and click Save.
If you're in another view, you can click Save in the bottom left to update the view's filters.
To change views on the tickets you see:
In the table version, click the tab that you want to view.
In the board version, click the second dropdown menu at the top of the page and select the view you want.
To add a new view:
In the board format, click the second dropdown menu at the top of the page and select Create new view.
To view all available views for your user:
In the table format, click All views.
In the board format, click the second dropdown menu at the top of the page and select All views.
You can also .
To record or retrieve information on a ticket, click its name to access the .
You can also using the table.
To switch to the board format, where you can see records in each , click the grid board icon in the upper left. In the board format, you can only view tickets of a specific and not across all pipelines, because the stages can be different.
To update the pipeline stages, click Edit stages. This will bring you to the .
Click a record to view and work with it quickly in the right panel, and click the record's name to fully.
To view tickets from a specific pipeline, click the first dropdown menu at the top of the page and select the pipeline you want to view. In the board view, you can only view tickets of a specific and not across all pipelines, because the stages can be different.
For other properties, click More filters, and in the right panel, search for and click the property. Learn how to .
You can also .
You can save , so you don't have to set them up again, and access them easily on your tickets home.
In the table format, click Add view to .
