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Outvio Desk: How To Set Up Folders
Outvio Desk: How To Set Up Folders
Maarit Marguste avatar
Written by Maarit Marguste
Updated over a week ago


Within the Outvio Desk, you can organize your tickets into distinct folders. These folders come in two types: Personal Folders and Company Folders.


Personal Folders offer a private space, visible only to you, making the management of your tickets more personalized.

Create Personal Folders

➡️ To create or modify your Personal Folders, simply navigate to Settings -> Personal Folders.

First, create a name for your folder. To visually differentiate it from your other folders, you may choose an emoji.

In the properties section, you can select the channels you wish to see in this folder: Email, Facebook, Instagram, WhatsApp (COMING SOON).

Next, choose the languages of the tickets you wish to see in this folder. You can choose as many languages as you would like.

Additionally, you can connect all the brands from your account you would

If you are signed up for a Conquer subscription, click here to see how to set up multiple brands

Next, you can add tags to the folder. This way tickets with the selected tags will appear in the folder. You can select all the tags you would like to be included in your folder.

Once you have configured all the above fields, don't forget to click on Save:


Your folder is now ready! 🎉


Create Company Folders

To make a Company Folder, click on Company Folders in the left-side menu. Just remember, Company Folders are visible to all users.

Company folders work the same way as personal folders, but here you can choose which agents have their tickets shown in this folder. This adds a useful layer of flexibility for team coordination.

You can see your newly created folders in the dashboard of Outvio Desktop.


How to sort tickets into folders?

🏷 You can manually add matching tags to tickets you wish to see in this folder. Tick all the tickets, click on three dots and choose "add tag".


See more below:

🔁 The second and more automated option is to add tags to tickets with routing rules.

See more:

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