How to Create a New View on Zendesk?

Created with Trainn AI

Here’s a step by step tutorial on how to create a new view on Zendesk:

1. Go to Admin center, and click on "Workspace", in the navigation bar.

Creating Zendesk Views - Step 1

2. Click on "Views" in Agent tools.

Creating Zendesk Views - Step 2

3. Click on "Add view" to create a new view.

Creating Zendesk Views - Step 3

4. Enter a title to the View in the blank field.

Creating Zendesk Views - Step 4

5. Select access options from the dropdown menu in the "Access" field.

Creating Zendesk Views - Step 5

6. In the Conditions section, set the conditions for the tickets to appear in the view.

Creating Zendesk Views - Step 6

7. In the first section, you can add tickets that meets all conditions. Click on "Add condition" to start adding.

Zendesk Views

8. Open dropdown to view and select your required ticket condition.

Zendesk Views

9. Next, select the values for each condition. For example, we have selected Status of ticket = solved.

Zendesk Views

10. In this second section, you can add tickets that meets any of your conditions. Click "Add condition" to start adding.

Zendesk Views

11. Similarly, select your conditions and their values from the following dropdown menu.

Zendesk Views

11. Click on "Preview" to check filtered view of tickets.

Creating Zendesk Views - Step 11

12. Click and drag the column options to reorder (If required).

Creating Zendesk Views - Step 12

13. Click on "Add column" to add additional columns (if required).

Creating Zendesk Views - Step 13

14. Click on "Save" to save the filtered view.

Creating Zendesk Views - Step 14

Congratulations! You have successfully created a new view on Zendesk.