Last updated: May 14, 2025
Available with any of the following subscriptions, except where noted:
Service Hub
Professional
,
Enterprise
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Customize the views in the left sidebar of help desk to help your team prioritize and manage tickets effectively. You can create, edit, delete, or set a view as the default homepage in help desk.
Please note:
- Only Super admins with a Service Hub seat can access all views, as well as edit and manage default views.
- Users must have a Service Hub seat and Custom views permission to view, create, and manage custom views.
- You can only edit custom views with the Private sharing option if you created the view.
- In your HubSpot account, navigate to Service > Help Desk.
- In the left sidebar menu, navigate to Inbox & Help Desk. Then, select Help Desk.
- In the Help desk customization section, click Views customization.
- To create a new view, click Create view in the top right.
- To edit a view, click the 3 vertical dots next to the view and select Edit.
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- In the right panel, edit the name and select a sharing option.
- If you're editing a custom view, you can edit the filters by clicking Edit in the Filters section.
- Once you're done, click Save.
- Super admins with an assigned Service Hub seat can set a view shared with Everyone as the homepage. Click the 3 vertical dots next to the view and select Set as homepage. This will make the selected view the default when you navigate to help desk.
- To delete a view, click the 3 vertical dots and select Delete. In the dialog box, select the I am sure that I want to delete this view checkbox. Then, select Delete.
Please note: you can only delete custom views. It's not possible to delete HubSpot default views.
Learn more about organizing teams and views in help desk.