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freshdesk kanban board pro

Filtering, Sorting, and Views

Filtering Tickets

Click the Filter button in the board toolbar to open the filter panel. You can filter by:

  • Agent, Group, Status, Priority, Ticket Type, Tag
  • Custom fields
  • Created date, Updated date, and other date properties

Multiple filters are applied with AND logic — only tickets matching every active filter are shown. Filters are sent to the server, so results always reflect a fresh API query.

Clearing Filters

  • Remove a single filter to keep all others active.
  • Click Clear All to remove every filter and restore the full ticket list.

Quick Filter Presets

Quick presets apply a pre-configured combination of filters in a single click. Click a preset to apply it; click it again or use Clear All to reset.

Filters Persist

Active filters are saved automatically. When you reload the page, the same filters are restored and the board shows filtered results straight away.


Sorting Tickets

Open the Sort control in the board toolbar and choose a sort field. Tickets within every column are reordered consistently. Sort settings persist across page reloads.


Board Density

Switch between Compact and Comfortable density modes from the board toolbar. Compact shows more cards at once; Comfortable gives each card more breathing room. Your preferred density is saved automatically.


Collapsing Columns

Click the collapse icon on any column header to fold it down. No ticket data is lost — the tickets are there when you expand the column again. The board layout adjusts to fill the freed space.


Swimlanes

Swimlanes add a second grouping dimension to your board, turning it into a two-dimensional grid.

Enabling Swimlanes

Click Swimlane in the board toolbar and choose a grouping dimension (e.g., Agent, Group, Priority). The board switches to swimlane layout with columns across the top and swimlane rows down the side. Each cell shows tickets that match both the column value and the swimlane row value.

Collapsing a Swimlane Row

Click the collapse icon on a swimlane row header to hide its cards. The data is preserved and reappears when you expand the row.

Swimlane Settings Persist

The swimlane setting and chosen dimension are saved automatically and restored on reload.


Need Help?

Email us at support@taroo.in and we’ll respond within one business day.

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