Tickler

Tickler

Checklists in tickets, with workflow

Keep track of everything that needs to get done. No spreadsheets, no side docs, no guesswork.
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14-day FREE trial, then
US$ 1.95
per agent, per month
Free trial >Try it now >
via the Zendesk marketplace
30-day FREE trial
US$ 1.95
per agent, per month
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The simple free version of Tickler, known as Tickler FREE, is available here >

Packed full of features

Packed full of features

  • Use checklists your way
  • Multiple checklists per ticket
  • Reusable templates
  • Status options for every step
  • In-task communication
  • Fully configurable
  • Smart automation
  • Prevent tickets from being solved too early
  • Keep stakeholders in the loop
  • Pairs perfectly with Escalator

Tickler is the leading checklist app for Zendesk, trusted by thousands of teams to keep their processes clear and consistent.

It adds reliable, easy-to-use checklists right inside your Zendesk tickets. Whether you're onboarding a new customer, fulfilling a complex request, or just need to make sure a few key steps aren’t missed, Tickler helps your team stay on track without having to think twice.

No more second-guessing what’s been done or chasing agents for updates. With Tickler, your checklists are visible, actionable, and built into your team’s natural workflow.

Use checklists your way

Create checklists on the fly, pull from saved templates, or trigger them automatically based on ticket tags.

Use checklists your way

Create checklists on the fly, pull from saved templates, or trigger them automatically based on ticket tags.

Multiple checklists per ticket

Need a list for customer onboarding and a separate one for internal approvals? No problem! Tickler supports as many as you need.

Multiple checklists per ticket

Need a list for customer onboarding and a separate one for internal approvals? No problem! Tickler supports as many as you need.

Reusable templates

Create and manage unlimited templates. Standardize team processes or save personal checklists for common tasks.

Reusable templates

Create and manage unlimited templates. Standardize team processes or save personal checklists for common tasks.

Status options for every step

Not every task is just done or not. Agents can mark tasks as Done, Pending, or Skipped. Admins can customize which statuses are available and how they appear.

Status options for every step

Not every task is just done or not. Agents can mark tasks as Done, Pending, or Skipped. Admins can customize which statuses are available and how they appear.

In-task communication

Agents can leave comments on individual checklist items to share context, updates, or instructions—without cluttering the main ticket thread.

In-task communication

Agents can leave comments on individual checklist items to share context, updates, or instructions—without cluttering the main ticket thread.

Fully configurable

Admins can enable or disable specific features, adjust how statuses work, and tailor the experience to fit your workflow.

Fully configurable

Admins can enable or disable specific features, adjust how statuses work, and tailor the experience to fit your workflow.

Smart automation

Let Tickler handle the busywork. Tasks can auto-update fields, run macros, or tag tickets as soon as they’re ticked off.

Smart automation

Let Tickler handle the busywork. Tasks can auto-update fields, run macros, or tag tickets as soon as they’re ticked off.

Prevent tickets from being solved too early

Make sure nothing slips through. You can block ticket resolution until every item is marked complete.

Prevent tickets from being solved too early

Make sure nothing slips through. You can block ticket resolution until every item is marked complete.

Built for how real teams work

Ad-hoc lists for one-off tasks
Perfect for when agents just need to jot down tasks on the spot. No setup required.

Saved lists for common workflows
Standardize processes like onboarding, escalations, or returns with reusable templates.

Automatic lists for consistency
Ensure critical tasks never get missed. Lists appear automatically when certain ticket conditions are met.

Track progress as you go
See at a glance how much is done. Use comments to note updates without cluttering the ticket thread.

Stay aligned across the team
Everyone can see what’s been completed and by whom. Great for handovers or shared responsibility.

Keep stakeholders in the loop
Checklist progress can appear in ticket views, triggers, or notifications, so no one’s left guessing.

Loop in other teams when needed
Turn a checklist step into a sub-ticket using Escalator, perfect for involving external teams or handovers.

Advanced configuration

Trigger checklists automatically
Use tags, dropdown field values, or combinations of both to display specific lists for different ticket types or workflows.

Export progress to ticket fields
Show checklist progress in Zendesk views, email notifications, or triggers using real-time placeholders—no need to open the ticket.

Run actions when tasks are ticked
Automatically apply macros, set field values, or update tags when an agent marks a task as Done, Pending, or Skipped.

Customize formatting
Choose between numbered steps, bullet points, or roman numerals. Add task descriptions and tooltips to guide agents.

Configure everything in YAML or JSON
Set up complex workflows with precision. Use our free Lovely companion app to manage your configuration safely with syntax validation and version control.

Tailor behavior to your team
Enable or disable task statuses, lock down templates, hide progress fields from agents, or prevent ticket resolution until checklists are complete.

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
Frequently Asked Questions

FAQ

Yes, you can restrict the usage of an app specific to Zendesk Roles and/or Groups. The cost is calculated daily based on the number of agents that have access to the app.

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Yes, all of our apps are free to install and use on your sandbox instance.

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Yes, all of our apps are compatible with the new Zendesk Agent Workspace.

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Disabling pauses subscription payment and keeps app settings. Uninstalling loses app settings.

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Starting

Getting started is as easy as

Install app
From the Zendesk marketplace straight into your Support help desk
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Start using it
It's ready to use straight out of the box
Customize as you go
There's many configurable features you can tweak to meet your needs
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