To-do list for each Agent

2 Comments

  • Graeme Carmichael

    Rotem

    I do not believe there is a native task list for each agent in Zendesk.

    You could create macros to add a private note to a ticket as a check list or to-do list for the agent. 

    Or there are a couple of commercial task list apps in the marketplace such as Tasks and Tickler. But I have not experienced using these.

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  • Heather R

    I was thinking through this for my team too, and I think I'm leaning towards a new form with a series of drop down fields for tasks that we do a lot like onboarding new team members.

    I've tried Tickler in the past, and may go back to that, there's a small fee per user to have saved task lists.

    I do wish there was a better way natively....

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