Create a View to Replicate Legacy Agent Dashboard
How can I create a view to replicate the legacy agent dashboard in Zendesk?
To replicate the legacy agent dashboard in Zendesk, you can create a custom view in the Admin Center. This view will help your agents transition smoothly to Agent Home.
Start by navigating to Admin Center, then go to Workspaces > Agent tools > Views. Click 'Add view' and name it something like 'Assigned to your groups'. Set the access to 'Any agent' and add conditions such as 'Status | Less than | Pending'. Customize the columns to match the legacy dashboard, including ID, Subject, Requester, and more. Finally, set the grouping and ordering preferences, then save your changes. For more details, check theoriginal link.
More related questions
What are the steps to refine a view to match the legacy agent dashboard in Zendesk?
Refining a view to match the legacy agent dashboard involves filtering tickets to show only those relevant to the agent's workflow. The legacy dashboard excludes tickets assigned to other agents within the same group. To mimic this, agents can…
What is the purpose of creating a view similar to the legacy agent dashboard in Zendesk?
Creating a view similar to the legacy agent dashboard helps agents transition to Agent Home by providing a familiar interface. This view acts as a ticket filter, similar to what agents are used to, making the change management process smoother. It…
Can agents filter tickets in a view to show only relevant tickets in Zendesk?
Yes, agents can filter tickets in a view to display only those relevant to their workflow in Zendesk. By filtering the view to show only tickets assigned to the current agent or unassigned tickets, agents can focus on the most pertinent tasks. This…
What are the benefits of upgrading to Agent Home in Zendesk?
Upgrading to Agent Home in Zendesk offers a centralized workspace for agents to manage their tasks efficiently. Agent Home provides a one-stop shop for all open work, with new tasks assigned through omnichannel routing or located within views. This…
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