Admins can configure tasks to perform actions when it's status changes. Individual tasks are also more powerful with automatic lists.
With tag-based lists, you're not limited to the number of lists that can appear on a ticket. You could also use a macro or trigger to activate a checklist. For example, you can use tag-based custom ticket fields (i.e., checklist, dropdown, or tagger fields).
Tockler program update#
Anything that can update tags on a ticket can be used to activate or deactivate a checklist. Tags are what makes these lists so powerful. When those tags are present on a ticket, the list is activated automatically without any action needed from the agent. Each automatic list is associated with either a tag or a combination of tags. You can also prevent a ticket from being solved until the list is complete.Īutomatic lists (also known as tag-based lists) are much more powerful. For example, saved lists can be marked as 'uneditable', so agents can only update the status of tasks. Saved lists also come with features not available with regular ad-hoc lists. Admins can also save shared lists, which are available to all agents with access to Tickler. Agents can save lists to their profile, which they can manage from the app. Saved lists can also be appended to an ad-hoc list, if there's already one on a ticket. Saved lists being as ad-hoc lists that then saved, so they can be easily reused on similar tickets. This allows agents to easily customize the list as the situation dictates. Ad-hoc lists are flexible and unstructured. Agents can add, edit, reorder and remove tasks without needing any special permissions or rights. It includes all the features from the earlier apps, including support for three different styles of lists: ad-hoc lists from Tickler FREE and PLUS, saved lists from Tickler PLUS, and automatic tag-based lists from Tickler PRO.Īd-hoc lists as the name implies, can be created and edited on the fly.
Tockler program upgrade#
Tickler is an upgrade for all previous Tickler apps. Tickler also allows you to build powerful workflows through automatically activated lists and the triggering of business rules. Tickler gives you the ability to create and use checklists within Zendesk.
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