Tickler

Delightful checklists in your tickets

A checklist app for Zendesk tickets. Tickler is used by agents to manage multiple tasks in series.

14-day FREE trial, then

US$ 1.95

per agent, per month

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via the Zendesk marketplace

30-day FREE trial

US$ 1.95

per agent, per month

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User guide >

Change log >

Features

Highly configurable
Any number of standard checklist templates
Sequential & non-sequential checklists
Enable & disable any of Tickler's features
Create & alter checklists on the fly
Multiple checklists per ticket
Ticking a checklist item can change a ticket field
Integrates with our Fork app

Details

Tickler introduces checklists to Zendesk. Manage standard tasks/procedures with preconfigured checklists (AKA todo lists). Your agents can also create one off checklists for a ticket.

Tickler can be pre-configured with checklists relating to common issues your agent have to address. Specific ticket tags and/or ticket field values are defined to make the appropriate checklist appear within tickets. This means Tickler will spring into action based on a field selected by the agent or end-user.

Tickler list items can be configured to set tags and field values when they are ticked.

ON-THE-FLY LIST CREATION
PENDING & SKIP STATUSES
SAVE PRE-CONFIGURED LIST FOR RE-USE
PREVENT TICKET SOLVE UNTIL LIST COMPLETE
MULTIPLE CHECKLISTS PER TICKET
AGENT CAN ADD COMMENTS TO LIST ITEMS
WORKFLOW: AUTO-ACTIVATE SAVED LISTS DEPENDING UPON FIELDS / TAGS
CHECKLIST ACTIONS CAN AUTO-UPDATE TICKET FIELDS

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What people are saying

This add-on is critical to our workflow.

Lovestock & Leaf find areas that need improvement and tackle them head on. In reading and understanding getting things done properly, a checklist is critical. This brings checklist into zendesk seamlessly. How long have we used this? We've used this for years and support has always been by my side in training and resolving issues (I'm typically the cause of the issue btw) . Thank you guys!

Adam

We are very happy that we found this app

We had a request from one of our support teams to be able to implement a procedure / checklist for specific enquiries so that they could follow up a determined list of activities based on the request. Our partner suggested this app. They had already been using it with another client, and gave us very good feedback. We installed the trial and could see that not only the app allowed us to define and monitor the process, but as well to fulfil another key requirement that was to automate / integrate some tasks / applications within the procedures, in order to speed up the process. We have been able to do that by using the automatic execution of macros and hyperlinks for accessing some other applications that were needed to fulfil the ticket. On top of this, the Lovestock & Leaf team has always been available and ready to help us whenever we have had any question or issue. They are as well totally opened to add new features to the app and keep improving it constantly. We are very happy that we found this app and we are sure that Tickler will allow us to give a step forward in the use of our ticketing system with a relevant added value. Thank you Lovestock & Leaf team!

Marta Garcia

Médecins Sans Frontières

Starting