Community tip: Best practices for using views

Views are the primary way of managing tickets in Zendesk. The tickets displayed in a view reflect an agent’s ticket privilege, so agents only see the tickets they are authorized to process.

This tip shares some best practices and things to think about when:

• Creating shared views

• Using the Home screen views

• Naming a view

• Formatting views

• Sorting within views

• Reviewing views

• Bookmarking views

• Reporting from views

• Refining a view’s conditions for better search results

• Reviewing the audit log

This community tip is from Graeme Carmichael, a moderator on the Zendesk forums, and a Financial Accountant at NHS Greater Glasgow & Clyde.