Quick summary
A Zendesk View is a filtered ticket list that helps support agents quickly access the right tickets. This demo walks you through adding a new View in Zendesk by setting a name, description, access permissions, and ticket conditions before saving.
Steps
- Go to the left-side panel and click 'View'.
- Tap 'Manage Views' to open the Views management screen.
- On another tab, navigate to the left-side panel and click 'Workspaces'.
- Select 'Views' from the list of options under Agent Tools.
- From the main dashboard, click 'Add View' at the top-right corner.
- Enter your preferred View name in the name field.
- Write a short description for the new View.
- Open the 'Who Has Access' drop-down menu and select an access level from the given options.
- Click 'Add Conditions' and select the specific ticket conditions you wish to apply.
- Scroll down to the bottom and click 'Save' to confirm your settings.
- Your new Zendesk View is now created and added based on your inputs.
