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Views are boards that filter your data on each (like Tickets, Assets, Alerts). You can customize your filters in many ways and then save the result as a View. You can also share Views globally with your team. Use Client Focus when you want to filter based on a specific client. The Client Focus works in combination with your selected View. For example:
  • You have a View that shows ‘Mine & Unassigned’ tickets.
  • When applying a Client Focus will filter the data to only show ‘Mine & Unsigned’ for that specific client.
The Client Focus also persists across all lists.

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Create a View from Alerts

This example uses the Alerts list.
  1. Navigate to the Alerts list
  2. Click ‘Create a view’ at the bottom of the Views pane
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  3. Enter the fields to filter the list
    • Name: this is the name that shows in the Views pane (emojis work) E.g 🏹 Huntress
    • Keyword: this will filter by keyword in the Alert name (white text)
    • Clients: leave blank for all clients or choose specific clients
    • Severity: choose one or multiple severity levels
    • Type: choose one or multiple types
    • Ticketed: toggle on to show alerts that have been associated with a ticket
    • Ignored: toggle on to show ignored alerts
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  4. Click Save and navigate back to the Views pane
Tips!
  • The 3-dot menu beside each View can be used to:
    • Edit: make changes to the View
    • Set Default: this is the view that will load automatically for you
    • Set Global: this will share the View to everyone in your organization (only Admins can do this)
    • Hide: this will put the View into the collapsible section called ‘Hidden Views’
    • Delete: this will delete the View
  • Some lists will have toggles up the top-right to quickly make changes E.g show Ticketed/Ignored on the Alerts list

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Filter Alerts by Client

We’ll use the Alerts list as an example here.
  1. Navigate to the Alerts list
  2. Click the Client Focus button in the top right of the Views pane
  3. Enter the client’s name. Your list will now be filtered by the View AND the Client Focus.
Tips!
  • Client Focus persists across all lists in Gorelo. If you set the Client Focus on alerts and then navigate to Tickets, it will still be there.

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Next steps

Tickets

Manage your clients’ requests and organize your work.

Alerts

Monitor important events or issues in Gorelo.