Saved Views and Favorites

Plain offers two powerful ways to stay organized and focused: Saved Views and Favorite Pages.

Saved views

Saved Views let you build customized support queue views shared across your entire workspace – ideal for teams to track what matters most.

Use cases:

• Triage by Tier, or channel

• Dashboards for Sales or Success teams

• Monitor breaching SLAs

• Shared queue ownership

Display options:

• Board View – great for visual triage and drag-and-drop workflows

• Table View – ideal for scanning high volumes of threads

To create a Saved View:

1. Go to Views in the sidebar

2. Click Create view

3. Set your filters, sort/group preferences, layout, and fields

4. Save and favorite the view

Filters

Saved views support flexible filtering so you can build both simple and advanced logic.

Available filters:

• Assignee, Participant, Label, Status

• Company, Tenant, Tier, Priority

• Group, Channel, Thread field

• Created at, CSAT sentiment, tenant field

Filter operators

Each filter supports:

• is — include threads that match the value

• is not — exclude threads that match the value

Example:

• Label is not spam

Combining filters

You can choose how filter blocks are combined:

• Match all — all filter blocks must match (combined with AND)

• Match any — any filter block can match (combined with OR)

This lets you control how strict or broad a saved view should be.

Repeating filter blocks

You can add the same filter block multiple times. This is useful when you want to apply different conditions to the same field.

Example logic:

• Threads with label security AND threads with either bug or feature request

This would be represented as:

• One label block containing bug and feature request

• A second label block containing security

• The blocks combined with AND

Sorting options:

• Status changed (oldest/newest)

• Closest to SLA breach

• Priority or most recent message

Grouping options:

• Priority, Status, Company, Label

• Tier, Channel, Assignee, Group

Favorite pages

Favorite Pages help you pin essential views and entities for quick access in the sidebar.

You can favorite:

• Saved Views – including ones created by others

• Specific Company, Tenant, Label, Group, or Tier pages

How:

• New Saved Views are auto-favorited

• Click the ⭐ icon to add/remove favorites