Editing and Duplicating Workspaces in Zendesk
How do I edit or duplicate a contextual workspace in Zendesk?
Editing or duplicating a contextual workspace in Zendesk is straightforward. To edit, go to Admin Center, click Workspaces in the sidebar, then select Agent tools > Contextual workspaces. Click the title of the workspace you want to change, update the information, and save your changes.
To duplicate a workspace, locate the workspace you want to clone, hover over it to display the options menu, and select Clone. Modify the name, description, and settings as needed, then save your changes. You can save the workspace as either Active or Inactive.
More related questions
How can I view contextual workspaces in Zendesk?
To view contextual workspaces in Zendesk, navigate to the Admin Center and select Workspaces from the sidebar, then choose Agent tools > Contextual workspaces. This page will display a list of both active and inactive workspaces defined for your…
How can I change the run order of contextual workspaces in Zendesk?
Changing the run order of contextual workspaces in Zendesk ensures that the correct workspace is applied to tickets. To do this, go to Admin Center, click Workspaces in the sidebar, then select Agent tools > Contextual workspaces. Click Edit order…
What is the process to delete or deactivate a workspace in Zendesk?
To delete or deactivate a workspace in Zendesk, first navigate to Admin Center, click Workspaces in the sidebar, then select Agent tools > Contextual workspaces. Locate the workspace you want to deactivate, hover over it to display the options…
Who can manage contextual workspaces in Zendesk?
In Zendesk, administrators, advisors, and agents with custom roles and the necessary permissions can manage contextual workspaces. This includes viewing, editing, duplicating, changing the run order, and deleting or deactivating workspaces. If you…
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