How to create a view to see tickets with tasks

To create a view in Zendesk first you'll need to click on the cog at the bottom left side of the screen within the agent interface.

Then click on views on the left and "Add View" after that, like this:

Next you'll need to give your view a name. Then under "Meet all of the following conditions" set the rules:

Ticket:Status - Less than - Solved

Ticket:Tags - Contains at least one of the following - tasks_remain

After that you'll need to choose the columns that make up the view. Make sure you add "Remaining tasks" ticket field by dragging it from the left column to the right.

Since the "Remaining tasks" field can contain a lot of information, it's also recommended to keep your other columns to a minimum.

In order to make your view more readable, you could order the tickets by due date, or request date like below. It's also ok to leave these two dropdowns blank :-)

Now that you've created your view, you should be able to see it in your list of existing views like this:

So now it's super easy to see what tasks need to be performed across all of your tickets.

That's it! You're done :-)

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk