Tasks for Zendesk

Tasks for Zendesk is a suite of apps designed by SweetHawk to enhance project management, client onboarding, and change management processes within the Zendesk platform. According to the vendor, this software solution is suitable for companies of all sizes, ranging from small startups to large enterprises. It is utilized by various professionals and industries, including project managers, client success managers, IT service management professionals, HR professionals, and compliance officers.

Key Features

Task Automation: According to the vendor, automate task lists and workflows within Zendesk by creating tasks that are automatically assigned to agents based on predefined rules. This is said to streamline task management and improve productivity.

Flexible Task Creation: Easily create and manage tasks directly within Zendesk tickets. Assign tasks to specific agents or teams and set due dates and priorities for tasks.

Task Templates: Save frequently used task lists as templates for easy reuse. Create predefined tasks with specific details, such as subject, description, and assignee.

Subtasks and Subtickets: Convert tasks into sub-tickets (subtasks) for more complex workflows. Divvy out and assign different tasks across your team while keeping sub-tickets linked to the main project for easy tracking.

Task Reordering: Reorder tasks within a list to prioritize work. Drag and drop tasks to change their order, ensuring efficient task management.

Task Completion and Progress: Mark tasks as completed to track progress. Monitor the completion status of tasks to ensure timely completion and stay on top of project milestones.

Task Logging and Auditability: Log task actions and changes for audit purposes. Access task history and details for each ticket, providing transparency and accountability.

Integration with Zendesk Triggers and Automations: Leverage the power of Zendesk triggers and automations to create custom workflows based on task events. Automate ticket actions based on task start, stop, or completion, streamlining processes further.

Custom Reports and Insights: Sync task data to Zendesk ticket fields for reporting and analysis. Build custom reports in Zendesk Explore to gain insights into task activity, allowing for informed decision-making.