How to Add a View in Zendesk

Quick summary

A Zendesk View is a filtered ticket list that helps support agents quickly access the right tickets. This demo walks you through adding a new View in Zendesk by setting a name, description, access permissions, and ticket conditions before saving.

Steps

1. Go to the left-side panel and click 'View'.
2. Tap 'Manage Views' to open the Views management screen.
3. On another tab, navigate to the left-side panel and click 'Workspaces'.
4. Select 'Views' from the list of options under Agent Tools.
5. From the main dashboard, click 'Add View' at the top-right corner.
6. Enter your preferred View name in the name field.
7. Write a short description for the new View.
8. Open the 'Who Has Access' drop-down menu and select an access level from the given options.
9. Click 'Add Conditions' and select the specific ticket conditions you wish to apply.
10. Scroll down to the bottom and click 'Save' to confirm your settings.
11. Your new Zendesk View is now created and added based on your inputs.