Using HubSpot Index Views for Code Install

What are Index Views?

HubSpot's Index Views are saved, filtered lists of records (tickets, companies, or tasks) that you can open with a single click. Instead of re-applying the same filters every time you want to see your open requests or companies missing a specialist assignment, a view does that work for you and keeps itself current automatically.

For SEM Tracking Specialists, index views are the primary way to:

• See every code install request currently on your plate
• Triage incoming work by status (New, Audited, In-Progress, Blocked, Pending Review)
• Monitor the broader team queue for capacity and coverage
• Identify company records that need a specialist assigned

Bookmark the views you use most — they are designed to replace ad-hoc searching.

How Views Are Named

View titles follow a consistent pattern so you can predict what each one contains:

• "All" views show every matching ticket across the team, regardless of assignee. Use these for team-level visibility or when covering for a colleague.
• "My" views are filtered to the current logged-in user. These are the views you'll live in day-to-day.

Code Install Ticket Views

Views scoped to you ("My")

These are the views you should check first each day.

Team-wide views ("All")

Use these when you need visibility beyond your own queue — for coverage, reporting, or escalation.

Company Views

Company records drive ticket assignment — when a Code Install ticket is created, the Assignee field inherits the SEM Tracking Specialist value from the associated Company record. These views help keep that data clean.

• Companies With No SEM Tracking Specialist — Company records missing an SEM Tracking Specialist assignment. If left unassigned, incoming tickets for these companies won't route correctly, so this view should be reviewed regularly.
• My Companies (Support Team) — Company records where you are listed as the SEM Tracking Specialist or Data Feed Specialist. A quick way to see your book of accounts.

Task Views

Tasks are how the pipeline prompts you to act. As you work on Tickets, you should also be creating your own tasks as reminders for in-progress work. These three views keep you on top of all of that.

• All Tasks — Every open task assigned to you
• Due Today Tasks — Tasks due today
• Overdue Tasks — Open tasks with a past-due date

Suggested daily routine

A simple order of operations that covers most of your day-to-day work:

1. My New Code Install Requests — triage anything fresh that's landed in your queue
2. My Blocked Code Requests — check whether any blockers have been resolved and are ready to move forward
3. My Pending Review Code Install Requests — review and close out any that are ready
4. My In-Progress Code Install Requests — continue active work
5. All Unassigned Microsoft Help Requests — claim or route anything sitting unassigned
6. Overdue Tasks — clear anything past due first
7. Due Today Tasks — handle today's automated prompts (audits, confirmations, follow-ups)

Tips

• Bookmark your most-used views in your browser, or pin them in the HubSpot sidebar for one-click access.
• Sort and customize columns within any view — HubSpot remembers your preferences per view.
• "All" vs "My" is a filter, not a permission — you have access to every ticket; the "My" views simply narrow the list. Use "All" views anytime you're covering for a teammate or investigating a request you didn't originally receive.
• If a view ever looks wrong (e.g., a ticket you expect is missing), double-check the Assignee on the ticket and the SEM Tracking Specialist field on the associated Company record — most routing issues trace back to one of those two fields.