Best Practices for Setting Up Zendesk Views
What are the best practices for setting up views in Zendesk?
When setting up views in Zendesk, it's important to follow best practices to ensure they are effective and efficient. Start by clearly defining the purpose of each view and the criteria that tickets must meet to be included.
Use conditions to filter tickets based on relevant fields like status, priority, or type. Organize columns to display the most important information, and consider the order in which views are accessed to streamline workflow. Regularly review and update views to keep them aligned with your team's needs.
More related questions
How can I create a custom view in Zendesk?
Creating a custom view in Zendesk is a great way to organize your tickets based on specific criteria. To create a view, navigate to the Admin Center, click on Workspaces in the sidebar, and select Agent tools > Views. From there, click 'Add view'…
What are the different types of views in Zendesk?
Zendesk offers three types of views: default, shared, and personal. Default views are standard and created when you open a Zendesk Support account. Most can be edited or deactivated, except for the Suspended and Deleted tickets views. Shared views…
How do I add conditions to a Zendesk view?
Adding conditions to a Zendesk view allows you to filter tickets based on specific criteria. When creating or editing a view, you can add conditions by selecting a field, operator, and value for each condition. For example, you might set a…
Can I clone an existing view in Zendesk?
Yes, you can clone an existing view in Zendesk to create a copy that you can modify for other purposes. To clone a view, go to the Admin Center, click on Workspaces in the sidebar, and select Agent tools > Views. Hover over the view you want to…
How can I manage the visibility of views in Zendesk?
In Zendesk, the visibility of views is managed by setting who has access to each view. When creating or editing a view, you can choose to make it available to any agent, agents in specific groups, or only to yourself as a personal view. If you have…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
