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Create personal templates to streamline your review process and enhance coaching sessions. Use templates to structure feedback with sections like general observations, positive aspects, and areas for improvement. Implement templates for regular reviews and recognize team achievements with pre-set notes. Customize templates with emojis and text formatting to suit your needs.
Templates help you save time recognizing your team’s achievements and structuring your feedback and coaching effectively.
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About Zendesk QA templates
You can create templates to streamline the review process. Use templates with talking points to prepare for your coaching sessions, ensuring a structured discussion and providing support for the topics addressed. These templates are personal and accessible only to you.
For example, you can create a template to standardize evaluation checklists.
Your template may include sections such as:
- General observations
- Positive aspects
- Areas for improvement
- Coaching opportunities
See Using Zendesk QA as a reviewer.
You can also implement coaching templates for monthly one-on-ones or quarterly reviews, featuring the same predefined questions. This approach streamlines your preparation, allowing more time for meaningful discussions. See Understanding coaching sessions.
Additionally, you can save time recognizing your team’s achievements by setting up templates for pins. For example:
- Well done! 100% is no easy thing to do, but you aced every category.
Creating Zendesk QA templates
To create a Zendesk QA template
- In Quality assurance, click your profile icon in the top-right corner.
- Click Settings (
). - Under Personal settings select Templates.
- Click Create template.
- Enter a Template name.
- Select where the template should appear from the following options:
- Enter the template content.
You can add emojis and change the appearance of text by clicking the emoji and text formatting icons.
- Click Create template.