Adding a View in Zendesk
Vikki Tokarz
|
19 steps
|
2 minutes
1
Navigate to your Zendesk admin dashboard
2
Click "Workspaces"
3
Click "Views"
4
Click "Add view"
5
Click the "New view" field and enter the name of the new view
6
Click the "Description" field and add a description for this view
7
Click the drop-down menu "Who has access" and update access permission
8
Click "Add condition"
9
Click "Status" to add a ticket status related condition
10
Fill the next tabs to define the condition
11
Click "Add condition" to add another condition
12
Add as many conditions as you need
13
Format the view by dragging and dropping fields
14
Click "Add column" to add new fields to the view.
15
Select the new column in the view
16
Click "Save" to save the view
How an Agent Can Check the New View
17
Navigate to the agent dashboard in Zendesk
18
Click on the "Views" icon
19
Click on the view just created. All the tickets in this view will appear on the right pane.