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How to Use Dashboard Bookmarks - Frequently asked questions

Discover answers to common questions about using dashboard bookmarks in Zendesk. Learn how to create, manage, and optimize bookmarks for efficient workflow.

Frequently asked questions

How do I create a dashboard bookmark in Zendesk?

Creating a dashboard bookmark in Zendesk is a straightforward process that allows you to save specific filter settings for easy access later. To create a bookmark, first, open your dashboard for editing and set the filters to your desired values….

Can I hide the Bookmarks widget in Zendesk dashboards?

Yes, you can hide the Bookmarks widget in Zendesk dashboards for a cleaner look. If your dashboard only has one bookmarked state, hiding the widget can simplify the interface. To do this, select the Bookmarks widget, click the down arrow in the…

How can I use bookmarks across multiple dashboard tabs in Zendesk?

To use bookmarks across multiple dashboard tabs in Zendesk, you need to apply them to each tab individually. By default, bookmarks work on a single tab, so you'll need to add the necessary filters to each tab and set a bookmark for each one. This…

What are the benefits of using dashboard bookmarks in Zendesk?

Dashboard bookmarks in Zendesk offer the convenience of quickly switching between different sets of saved filter settings. This feature is particularly beneficial for users who need to view the same dashboard with different configurations, such…

Can I set a default bookmark in Zendesk dashboards?

Yes, you can set a default bookmark in Zendesk dashboards to ensure a specific filter configuration is displayed by default. When creating a bookmark, you have the option to pin it, which makes it the default bookmark. This means that whenever a…

How do I add additional bookmarks to a Zendesk dashboard?

Adding additional bookmarks to a Zendesk dashboard allows you to save multiple filter configurations for easy access. To add more bookmarks, update the filter values you want to save, select the existing Bookmarks widget, and click the down arrow…

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