Orange Tracker Filters, Queues, and Dashboards
Brian Chabot
Brandon Viertel
Overview
Queues and Dashboards are very similar and they can display tickets in order to keep track of assignments and tickets you're working on, and that both rely on the usage of Filters.
Filters are individual, saved searches in Orange Tracker that can be used in other areas such as Queues and Dashboards.
Filters
Filters allow you to save an issue search. Filters can be created either through the Basic query editor, or the JQL (Jira Query Language) editor. After a search has been ran, select Save Filter to add it to your Filters.
Basic Query Editor
The Basic Query Editor is a simple dropdown search mechanism. Essentially, you select which field(s) to search on from a dropdown.
JQL Editor
The JQL Editor is a bit more advanced, providing the ability to enter highly customized search parameters through a query string.
Atlassian Documentation: https://support.atlassian.com/jira-service-management-cloud/docs/use-advanced-search-with-jira-query-language-jql/
Queues
Queues are a new feature within Orange Tracker to quickly view tickets. They provide high-level information on a ticket, showing fields like summary, status, and others. Queues are very similar to Filters, but Queues auto-refresh in the browser and are very easy to share within the project. Queues are designed for a single project.
You can use the pre-configured queues in your service project or Projects Adminstrators can create custom queues. Custom queues allow you to choose the name for the queue, determine what requests are filtered into the queue, and what columns appear in the queue. For example, you may have a ‘time to first response’ goal. Your queue prioritizes requests to the top of your list that are closest to expiring on that goal. This way you can focus on the most important requests first.
Default Queues
There are a few default queues created for each project, but you may create new ones. Some examples could be:
- All Open Tickets
- All Unassigned Tickets
Feel free to delete any queue you do not need. If you are not using SLA's, you may remove/delete all SLA queues.
Queue How-To's
- Create a new queue
- Edit queues
- Arrange queues into groups to prioritize work for your team
- Delete queues
- Best practices for managing queues at scale
- Triage customer requests for your agents with queues
Dashboards
Dashboards can also quickly view tickets. Dashboards are more complex as they require gadgets to display information, and can show tickets in multiple forms. Dashboards can also display tickets for multiple projects. Dashboards are not auto-refreshed, but there is an option to configure the refresh rate.
To create a New Dashboard: https://support.atlassian.com/jira-service-management-cloud/docs/manage-dashboards-and-gadgets/
Audience
AGENTS
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