Assigning tickets to Trello in Zendesk is a great way to streamline your workflow and keep track of tasks. In this article, we will guide you through the process of assigning tickets to Trello in Zendesk.
Step 1: Create a Trello Board
The first step is to create a Trello board that will be used to track your tasks. To do this, log in to your Trello account and click on the “Create Board” button. Give your board a name and add any necessary details such as a description or labels.
Step 2: Create Lists
Once you have created your Trello board, it’s time to create lists. Lists are used to organize tasks within the board. To create a list, click on the “Add List” button and give it a name. You can also add any necessary details such as a description or labels.
Step 3: Create Cards
Now that you have created your lists, it’s time to create cards. Cards are used to represent individual tasks within the board. To create a card, click on the “Add Card” button and give it a name. You can also add any necessary details such as a description or labels.
Step 4: Assign Tickets to Trello
To assign tickets to Trello in Zendesk, you will need to use the “Create Task” button. This button is located in the top right corner of your Zendesk dashboard. Click on the button and select “Trello” as the task type. You can then select the Trello board and list that you want to assign the ticket to.
Step 5: Monitor Your Tasks
Once you have assigned your tickets to Trello, it’s important to monitor your tasks. You can do this by logging in to your Trello account and checking the status of each card. You can also add comments or attach files to each card to keep track of any updates.
Conclusion
Assigning tickets to Trello in Zendesk is a great way to streamline your workflow and keep track of tasks. By following the steps outlined in this article, you can easily assign tickets to Trello and monitor your tasks with ease.
