HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

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How to view help desk tickets in board view in HubSpot

Here is how to view help desk tickets in board view in hubspot

First click the "Workspaces" icon in the left sidebar
Then click on "Help Desk" option in the workspaces dropdown menu
Next click on the layout settings icon in the top-right corner of the board
Select "Board" view option in the layout settings popup
Click "Apply" button to confirm the layout change
To view a specific pipeline, click the pipeline dropdown menu in the board header
Select the pipeline from the pipeline options menu
To hide tickets in a specific status, click the "left carat" icon at the top of the column
If a column is already collapsed, click the "right carat" icon to expand it
To segment your tickets based on properties, click the "property" dropdown menus to filter by common properties, or click "Advanced filters" to filter by other properties
Then from the board view, you can cick a board card to view a ticket in the right panel, or click the ticket's name to view and edit the full record

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Why should you view help desk tickets in board view in HubSpot

HubSpot is a versatile platform designed for seamless customer relationship management and business growth.

Viewing help desk tickets in board view within HubSpot brings a visual clarity that enhances team coordination. This organized layout allows team members to quickly assess the status and prioritization of tickets.

The board view system promotes efficient workflow management, helping teams to resolve customer issues promptly. It also improves tracking ticket progress, ensuring no query is overlooked.

Utilizing this feature boosts productivity and customer satisfaction by providing a streamlined approach to handling inquiries.

Last update

February 6, 2026

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