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:
Go to Views in the sidebar
Click Create view
Set your filters, sort/group preferences, layout, and fields
Save and favorite the view
Available filters:
Assignee, Participant, Label, Status
Company, Tenant, Tier, Priority
Group, Channel, Thread field
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
Saved Views are shared across your workspace – they are not currently personal or private.
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