---
title: Using HubSpot Index Views for Data Feed
description: A reference guide to the pre-built ticket, company, and task views that power your day-to-day work in the Feed & Web Integration Requests pipeline.
---

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# Using HubSpot Index Views for Data Feed

## A reference guide to the pre-built ticket, company, and task views that power your day-to-day work in the Feed & Web Integration Requests pipeline.

### 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 Data Feed Specialists, index views are the primary way to:

- See every 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.

### Data Feed Ticket Views

#### Views scoped to you ("My")

These are the views you should check first each day.

| View | What it shows |
| --- | --- |
| [My Data Feed Requests Due This Week](https://app.hubspot.com/contacts/2686234/objects/0-5/views/63682828/list) | Your tickets with a Requested Date of Completion in the current week — your immediate priority list |
| [My Open Data Feed Build Requests](https://app.hubspot.com/contacts/2686234/objects/0-5/views/63682401/list) | Your active **new build** requests that aren't yet completed |
| [My Open Data Feed Change Requests](https://app.hubspot.com/contacts/2686234/objects/0-5/views/64517332/list) | Your active **change** requests that aren't yet completed |
| [My Blocked Data Feed Requests](https://app.hubspot.com/contacts/2686234/objects/0-5/views/63682508/list) | Your tickets currently in Blocked status — follow-up needed to unstick them |
| [My Pending Review Data Feed Requests](https://app.hubspot.com/contacts/2686234/objects/0-5/views/63682893/list) | Your tickets waiting on platform approval (e.g., Google Merchant Center) |
| [My Completed Data Feed Requests](https://app.hubspot.com/contacts/2686234/objects/0-5/views/63682969/list) | Your historical closed requests — useful for reference and reporting |

#### Team-wide views ("All")

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

| View | What it shows |
| --- | --- |
| [All Open Data Feed Requests](https://app.hubspot.com/contacts/2686234/objects/0-5/views/64142138/list) | Every open Data Feed request across the team |
| [All Open Data Feed Build Requests](https://app.hubspot.com/contacts/2686234/objects/0-5/views/63684085/list) | Every open **new build** request across the team |
| [All Open Data Feed Change Requests](https://app.hubspot.com/contacts/2686234/objects/0-5/views/64517353/list) | Every open **change** request across the team |
| [All Blocked Data Feed Requests](https://app.hubspot.com/contacts/2686234/objects/0-5/views/63684097/list) | All Blocked tickets team-wide |
| [All Pending Review Data Feed Requests](https://app.hubspot.com/contacts/2686234/objects/0-5/views/63684124/list) | All tickets awaiting platform approval team-wide |
| [All Completed Data Feed Requests](https://app.hubspot.com/contacts/2686234/objects/0-5/views/63684137/list) | All completed tickets team-wide |

### Company Views

Company records drive ticket assignment. When a Data Feed ticket is created, the Assignee field inherits the **Data Feed Specialist** value from the associated Company record. These views help keep that data clean.

- **[Companies With No Data Feed Specialist](https://app.hubspot.com/contacts/2686234/objects/0-2/views/63689854/list)** — Company records missing a Data Feed 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)](https://app.hubspot.com/contacts/2686234/objects/0-2/views/64518456/list)** — Company records where you are listed as the Data Feed Specialist or SEM Tracking Specialist. A quick way to see your book of accounts.

### Task Views

Tasks are how the pipeline prompts you to act. As you manage 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](https://app.hubspot.com/tasks/2686234/view/all/filters)** — Every open task assigned to you
- **[Due Today Tasks](https://app.hubspot.com/tasks/2686234/view/due_today)** — Tasks due today
- **[Overdue Tasks](https://app.hubspot.com/tasks/2686234/view/overdue)** — 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 Data Feed Requests Due This Week** — orient to what needs to be addressed ASAP
2. **My Blocked Data Feed Requests** — check whether any blockers have been resolved and are ready to move forward
3. **My Pending Review Data Feed Requests** — check platform approval status externally, close out any that are approved
4. **My Open Data Feed Build / Change Requests** — continue active work
5. **Overdue Tasks** — clear anything past due first
6. **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.
- **"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 **Data Feed Specialist** field on the associated Company record — most routing issues trace back to one of those two fields.

---

If you run into a view that isn't behaving as expected, or you'd like a new view built to match a workflow you run regularly, reach out to Tristan.

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