Recent searches


No recent searches

Recurring Ticket generation on a frequency/schedule

Answered


Posted Apr 24, 2024

Is there a way to generate a recurring ticket on a set scheduled and frequency? In HelpDesk - SolarWinds it is called Tasks. The auto-generation would automatically generate a new ticket each time. 

 


 

 

Here is an example:

 

I have eyewash stations that need to be serviced once a month. Is there a way in zendesk to create a ("Task") or a recurring ticket that autogenerates once month on the 1st Monday of the month. It has instructions included and a description, etc. and a place to put content like a how too video, etc. 


1

6

6 comments

image avatar

Brandon (729)

Zendesk LuminaryUser Group LeaderThe Humblident Award - 2021Community Moderator

Not natively, but both SweetHawk and MyndBend have add-ons for this purpose.

0


image avatar

Stephan Marzi

Zendesk Luminary

I also managed to use the ticket type “task" in order to set a date and a corresponding trigger to set the status of ticket to open on the day you would like to have an announcement. Nevertheless the ticket has to be added manually.

0


image avatar

Steve Lacoss

Zendesk Luminary

Hi Rory,

I have used Zapier to create the weekly task tickets. But if this is only an announcement and not a work ticket that needs updated,  simply create a trigger to set it forward a week when set to pending,  and then an automation to set to open on the specified date.  When task I complete,  set to pending and then when it is time to do it again. the ticket is right there to remind you. 

0


Establishing monthly recurring tasks would be highly beneficial. This approach ensures that our team is consistently reminded of the invoicing schedules for our partners, whom we bill on a monthly basis. 

 

By setting up recurring tasks, we would be able to streamline our workflows and maintain timely invoicing. Scheduling the tasks for the first Monday of each new month would be a good way remind the team.

 

This is of course doable in calender reminders, but keeping it in Zendesk would help us having Zendesk more as a one-stop-shop.

1


This is a feature that I would really like to see added to Zendesk. 

0


Please add this feature

0


Please sign in to leave a comment.

Didn't find what you're looking for?

New post