Categorizing Macros in Zendesk
How do I categorize macros in Zendesk?
Categorizing macros in Zendesk helps in organizing them for easy access.
You can categorize macros by including categories in their titles, separated by two colons (::). For example, 'Assign to::me::question' indicates a top-level category 'Assign to', a subcategory 'me', and the macro name 'question'. This structure allows for easy filtering and application of macros when working with tickets.
More related questions
How do I access the Macros page in Zendesk?
To manage your macros, you need to access the Macros page in Zendesk. Simply go to the Admin Center, click on Workspaces in the sidebar, and then select Agent tools > Macros. Here, you can browse, categorize, sort, reorder, and filter your macros….
How can I browse and search for macros in Zendesk?
Browsing and searching for macros in Zendesk is straightforward. Macros are divided by activation status, with the default view showing Active macros. You can view deactivated macros by clearing the Active filter. If you know the name or part of…
What actions can I perform on macros in Zendesk?
In Zendesk, you can edit, clone, deactivate, or delete macros. To edit a macro, select the checkbox next to its name and click Edit in the action bar. Cloning creates a copy of the macro for modification. Deactivating a macro moves it to the…
How can I filter the list of macros in Zendesk?
Filtering macros in Zendesk allows you to view only the ones you need. You can filter macros based on their status (Active or Inactive), availability (such as all shared macros or those available to specific agents), and categories. To apply…
How do I sort the list of macros in Zendesk?
Sorting macros in Zendesk helps you organize them by different criteria. You can sort macros by name, creation date, or date last updated. If you're on a Suite Growth or Support Professional plan or higher, you can also sort by usage. To sort,…
How can I reorder macros manually in Zendesk?
Reordering macros manually in Zendesk is possible by enabling manual ordering. To turn on manual reordering, go to Admin Center, click Workspaces, then Agent tools > Macros. Click Actions > Manage settings, select Turn on manual ordering, and click…
How do I turn off the most-used macros option in Zendesk?
You can disable the most-used macros option in Zendesk if it doesn't suit your workflow. By default, the three most-used macros from the past week are displayed at the top of the macros list. To turn off this feature, go to the Macros page, click…
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