Love the new "Spaces"? Let's make them perfect by linking our existing Views!

HubSpot Ideas
1

Hi HubSpot Community,

We are really excited about the new “Spaces” feature for organizing the help desk. It’s a great concept.

However, we immediately ran into a major workflow problem: we cannot use our existing custom “Views” (from “Views customization”) within the new “Spaces.”

The Problem: We have spent a significant amount of time building and refining dozens of custom views for our team. The current setup for “Spaces” forces us to manually recreate every single view from scratch just to add it to a Space.

This creates a huge amountof duplicated effort, makes view management confusing (which one is the “real” one?), and makes adopting “Spaces” a very time-consuming project instead of a quick win.

The Solution: Please allow us to link, share, or add our existing custom views directly to a Space.

Instead of only having a “create new view” option within a Space, we should also have an “add existing view” option that lets us pull from the library of views we’ve already built.

Why this is needed: This change would make the “Spaces” feature infinitely more powerful and easier to adopt. It would allow teams to:

  • Instantly organize their existing, proven workflows into different Spaces.
  • Avoid the massive time-sink and potential for error in recreating views.
  • Manage a single “master” view that can be used across multiple Spaces, making updates much easier.
  • Interchangeably add or remove views from Spaces without having to delete and rebuild them.

This feels like a critical missing piece for “Spaces” to work efficiently. If you’re also facing this frustration, please upvote!

2

Supporting the remarks from @MAshby14. Want to add more suggestions for improvements to how Spaces can become really great.

  • When changing pipeline or category, it is currently not possible to update the assigned team from a workflow. The assigned team must be able to keep up with the correkt team when a case is recategorized, otherwise it will be left in the wrong space.
  • Not related to sapces alone, but Help Desk in general: When setting up views, there is no option to clone views. This means that relatively similar views must be set up from scratch. A repetitive task that could have been much more efficient if the views could have been cloned.
  • There should have been an option to control whether a space should be visible to others than the teams assigned to that space. If a user or team has no space assigned, the feature should not be displayed in the Help Desk for them.
  • If one team works with several different case types, there is very little information available in split view. This means that you have to click on cases to get oriented. A suggested solution is to be able to color code the case based on pipeline, category, etc., and that this color could be displayed in one place (as a background in the thread list or label).