Views

Operations documentation page for Zendesk views

What are Zendesk views?

As per Zendesk:

Views are a way to organize your tickets by grouping them into lists based on certain criteria. For example, you can create a view for unsolved tickets that are assigned to you, a view for new tickets that need to be triaged, or a view for pending tickets that are awaiting response. Using views can help you determine what tickets need attention from you or your team and plan accordingly.

Currently, Zendesk has 3 view types:

  • Default: Pre-defined views created by Zendesk
  • Shared: Views created by the Zendesk Administrator(s) (ie. Customer Support Operations)
  • Personal: Views created by you and usable only by you

Currently, Zendesk views have some limitations:

  • Views cannot use criteria that is not “defined”, meaning it must be selectable data (text fields will not work, as an example).
  • You can only display up to 100 shared views
  • You can only display up to 10 personal views
  • Views will not include archived tickets (i.e. Closed tickets after 120 days.)

View categorization

For information on view categorization, please see Zendesk documentation.

Creating a view

For information on creating a view, please see Zendesk documentation.

Editing a view

For information on editing a view, please see Zendesk documentation.

Cloning a view

For information on cloning a view, please see Zendesk documentation.

Deactivating a view

For information on deactivating a view, please see Zendesk documentation.

Deleting a view

For information on deleting a view, please see Zendesk documentation.