[Closed for comments] Customization of the dashboard | The place for Zendesk users to come together and share
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December 10, 2012
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[Closed for comments] Customization of the dashboard

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  • December 10, 2012
  • 203 replies
  • 392 views

In the new Zendesk Interface, the dashboard by default displays a "Tickets Requiring Your Attention" view. (I realize this is not a "view" in the Zendesk-defined sense)  This way of looking at tickets is not customizable - the fields displayed cannot be altered, the column widths cannot be changed, and there's no way to "anchor" alternate views on the left side where the existing icons (for dashboard, reporting, settings, etc) reside.  Those are features we consider vital in order for us to use the Lotus interface.  The most glaring omission on the default dashboard is the absence of the ticket number.  It would be great if Zendesk started by making that change, and then making the dashboard customizable so that it has real value to those users who need a different dataset than Zendesk has provided by default.

    This topic has been closed for replies.

    203 replies

    March 11, 2015

    Would like the ability to display "pending" tickets on an agent's dashboard as well as the "open" ones.

    March 13, 2015

    @Daniel,
    You can watch this url https://support.zendesk.com/hc/communities/public/topics/200132066-Community-Product-feedback.  

    When signed in you can filter on planned activities. This is just to give some idea. I guess this is not thoroughly. Zendesk never gives full insights in their upcoming features.

    March 23, 2015

    I'll add my vote to this issue. Bookmarking views is a workaround for this. There should be the functionality to customize the dashboard for agents - ideally based on what group they belong to. 

    March 25, 2015

    Yeah as a new user I agree with most of what is said here.  I literally just need to add some columns in and sort it so it's by latest update and not oldest ticket and it will be useful to me.  Not too much needed, just as much functionality as a regular view.

    April 15, 2015

    A feature that has been requested by many of our agents is to be able to delete an update in the dashboard once they have completed the required action on the ticket. This will allow the agents to use the updates in the dashboard as a checklist of actions/ tasks.

    May 1, 2015

    Being able to modify the default dashboards is key for our business efficiencies as well.  1+ to the previous comments and examples requesting this.  We agree with the value these capabilities would add.  Here are some additional examples.

    We use our views to manage workflows and hence have a sequence field that is vital for our agents to know what demands top attention.  Without being able to add our custom field as a column to a view the dashboard has no value to us.  

    For this same reason we need ability to customize the default views in the Organization view.    

    Are there considerations on making these default views customizable as well?  

    We very often need to look at all tickets in an organization or all tickets submitted by a user and it is extremely convenient to be able to look at this information directly from within the ticket.  However because we cannot customize the way the information that pulls for the Org and User ticket lists we are not able to effectively manage our workflows from them.  We need to be able to add a custom column to each of these defaults.  Can this be done?  Please add this to your considerations.

     

    May 1, 2015

    The "Updates to your tickets" feed is a very important feature which is now hidden in a corner of the dashboard. If this gets a separate place in the navigation menu it will help the agents to track and action tickets faster.

    Another add-on to this feature should be the ability for agents to close or mark the update on the as complete so that they don't see the updates that are already actioned. May be the completed actions can move to a separate queue which can be accessed if required.

    This will reduce the dependency on the columns like "Latest update" or "Update by agent/end-user" in views.

    May 5, 2015

    We would like to customize "Updates to your tickets" on dashboard to view ticket that are more important to us ( there could a criteria based filtering or we simply pick the ticket numbers )

    May 24, 2015

    Our last day on Zendesk for unrelated reasons.

    This request is almost three years old (2012/12/09) and it does not sound like a difficult change. Would rather turn off the dashboard and go to the first view in the 'Views' list instead, because at least it can be customized while the dashboard cannot. Seems like that would solve the issue for a lot of folks.

    For whatever reason the first screen viewed on login does not appear to be a high priority at Zendesk. Still an excellent tool, but it would be nice if progress on the agent user experience end went a little faster.

    June 2, 2015

    18 months since the word was that this feature was in the works.  

    The dashboard drives me crazy because I can't see the customer.  There have been many reasons posted here for driving others crazy.  

    The solution is to 1) make it customizable; or 2) allow an agent to set a default view.

    Obviously we don't know the effort required to make either of these changes, but the criticality is high.  

    Zendesk this is your agent front door.  And we're telling you that your first impression sucks which then makes us suspicious of the entire product.