Issue Views

Organize your work with issue views.

Views in your Pylon Dashboard

Overview

Views in Pylon help you organize and manage customer conversations across Slack, email, in-app chat, and more. With Views, you can:

• Focus on what matters most by filtering Issues and Tickets by status, priority, assignee, or source
• Create team dashboards tailored to specific functions or workflows
• Support triage at scale by visualizing queues clearly
• Personalize your day with saved filters and layouts for your role
• Standardize processes across support and success teams

Whether you’re managing hundreds of issues a day or just want a cleaner workflow, Views help you stay focused.

Setup

Use cases

• Individual Queue
  • A Kanban view filtered by Assignee = Current User to see all of your issues
• Support Queue
  • A List view filtered by Team = Support, sorted by priority for quick triage.
• Feature Requests
  • A view filtered to Question Type = Feature Request to view issues AI labeled as feature requests

Best practices

• Start simple
  • Begin with a few broad views filtered down by team, account owner, or assignee
• Hide extra views
  • Hide views that you don’t use
• Use sharing wisely
  • Keep views private by default, but share important ones to drive alignment across teams.