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Recurring Ticket generation on a frequency/schedule
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.
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6 comments
Brandon (729)
Not natively, but both SweetHawk and MyndBend have add-ons for this purpose.
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Stephan Marzi
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.
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Steve Lacoss
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.
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Jonas Ericsson
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.
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James Hawkins
This is a feature that I would really like to see added to Zendesk.
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Jason Cormier
Please add this feature
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