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How to create and use custom views

Gmelius Updated by Gmelius

Custom views are available on the Growth, Pro, and Enterprise (legacy) plans.

Custom views are currently in Beta. Do you have any feedback? Let us know.

Views in shared inboxes

Each shared inbox allows you to have various views to help you quickly locate emails based on different filter conditions. There are 2 types of views: default and custom.

Each shared inbox contains 5 default views: Unassigned, Mine, Assigned, Pending, and Closed. When you create a board view for your shared inbox, it will also appear as a view under the shared inbox folder on the left of your inbox.

Along with the default views, you can create custom views based on the conditions of your choosing.

What is a custom view?

Gmelius custom views allow you to save unique combinations of filters and easily access them from the left side panel of your inbox. For example, you may want to create a view to filter conversations assigned to a specific teammate or conversations nearing an SLA breach, monitor specific projects or clients, sort conversations with specific tags, and more.

Who can create and use custom views?

Any user on the Growth, Pro, and Enterprise (legacy) plans can create custom views.

When you create a custom view, it will be a private view - only visible to you, and not to other members.

For what custom views can be created?

You can create a custom view for:

  • Any shared inbox you are part of
  • All shared conversations folder

How to create a custom view

Custom views can be created directly from your Gmail inbox.

  1. Decide for which shared inbox (or "All shared conversations" folder) you'd like to create a custom view, and
    1. Hover over the shared inbox and under the 3-dot icon click Create custom view
    OR
    1. Access the shared inbox and on the toolbar at the top click Create custom view
  1. Enter a view name
  2. Select filter(s)
  3. Click Create
Each user can create up to 50 custom views. For example, if you save 3 custom views in the shared inbox called Orders, 2 views in the shared inbox Info, and 5 views in All shared conversations, you will have 10 views in total.
List of filters

Filters allow you to set up a criterion or multiple of them that must be respected to filter email conversations.

List of filters includes:

  • Assignee is any of, or is not any of specific teammate(s), nobody (Unassigned), or all teammates
  • Status is any of Open, Pending, or Closed
  • Tag is any of, is not any of, is all of, or is not all of tag(s) that are part of the selected shared inbox (or "All shared conversations" folder)
  • Sender, Recipient, Cc, Bcc email address(es) is, is not, contains, doesn't contain, starts with, or ends with text requirements in the selected field
  • Email subject contains, doesn't contain with text requirements in the conversations' subject line
  • Date is last 7 days, last 30 days, last month, or a custom range
Filters - AND & OR logic

Gmelius allows you to determine your custom view with multiple filters, using AND or OR logic.

  • To filter conversations that meet all criteria within a set of filters, use AND logic.
  • To identify conversations that meet at least one criterion within a set of filters, use OR logic.

How to access a custom view

Once a custom view is created, it will be visible as a sub-folder inside your Shared inbox or "All shared conversations" on the left sidebar.

Custom views enable accessing data from September 4, 2022. At the moment, any email conversations that were shared before this date might not be displayed in your custom views.

How to edit a custom view

There are 2 ways to edit an existing custom view.

  1. Hover over a custom view and under the 3-dot icon click Edit view

OR

  1. Access a custom view and on the toolbar at the top click Edit custom view

Once the editor is open, edit filter(s) and save the view.

You can also duplicate and delete a custom view.

How to organize views

All views, both the default and custom ones, can be re-ordered. To change a position of a view:

  1. Hover over the view on the side panel
  2. Under the 3-dot icon click Move up or Move down

If you'd like to search for conversations across multiple workspaces or to apply more advanced filters, you can use Gmelius advanced search. Learn more here.

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How to use workspaces?

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