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Managing Agent Activities in Zendesk WFM

Learn how to manage agent activities in Zendesk WFM by editing or deleting completed tasks.

How can I manage agent activities in Zendesk WFM?

In Zendesk Workforce Management (WFM), you can manage agent activities by editing or deleting completed activities. Ongoing activities, however, cannot be modified.

To manage these activities, navigate to the Agent activity page in the Zendesk WFM web app. You can edit activities by selecting the agent's name and using the options menu to make changes. Remember, you can't change workstreams or update general tasks to workstreams. Deleting an activity is also possible, but this action is irreversible. For more details, visit theoriginal link.


More related questions

Can I edit ongoing activities in Zendesk WFM?

No, ongoing activities in Zendesk Workforce Management (WFM) cannot be edited or deleted. Only completed activities are eligible for modifications. If you need to make changes, you must wait until the activity is completed. Once completed, you can…

What is a hidden activity in Zendesk WFM?

A hidden activity in Zendesk WFM is an entry that appears between the End Day and Start Day when editing activities. It behaves like any other activity but cannot have its type changed. This hidden activity is crucial for avoiding overlapping…

How do I delete an agent activity in Zendesk WFM?

To delete an agent activity in Zendesk WFM, navigate to the Agent activity page, select the agent, and use the options menu to delete the activity. Click the trash can icon next to the activity you wish to remove, then confirm by clicking Delete….

Can I change a workstream in Zendesk WFM?

In Zendesk WFM, you cannot change one workstream to another or update a general task to a workstream. These limitations ensure consistency in activity tracking. When managing agent activities, you can edit the time spent or update the activity…

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