Quick Guides

How do I do that in Zendesk?

Clear, practical answers to the things people actually try to do in Zendesk, and the SweetHawk app that makes each one simple.

Tasks & Subtickets

Tasks & Subtickets

About the app →
How do I add a checklist of tasks to a Zendesk ticket? How do I split a Zendesk ticket into separately assignable subtickets? How do I create child tickets linked to a parent ticket in Zendesk? How do I track progress across a parent ticket and its child tickets in Zendesk? How do I make step 2 wait until step 1 is done (sequential steps) in Zendesk? How do I stop a ticket being solved until all its tasks are complete in Zendesk? How do I automate employee onboarding or offboarding as tickets in Zendesk? How do I do project management in Zendesk?
Approve

Approve

About the app →
How do I set up a multi-step or sequential approval workflow in Zendesk? How do I require multiple or parallel approvers on one ticket in Zendesk? How do I route approvals by amount or condition (thresholds) in Zendesk? How do I let someone without a Zendesk license approve a ticket (email or Slack)? How do I add approval reminders, timeouts and auto-escalation in Zendesk? How do I require approval before a ticket can be solved in Zendesk?
Survey

Survey

About the app →
How do I send an NPS survey in Zendesk? How do I send a multi-question customer survey beyond CSAT in Zendesk? How do I measure customer effort (CES) in Zendesk? How do I customize the CSAT survey (scale, questions, branding) in Zendesk? How do I run an employee satisfaction (eNPS) survey in Zendesk?
Calendar

Calendar

About the app →
How do I see my Zendesk tickets on a calendar view? How do I automatically create a calendar event when a ticket is created in Zendesk? How do I schedule appointments or bookings in Zendesk? How do I give my team a shared calendar of scheduled tickets in Zendesk? How do I write a calendar event's date and time onto a Zendesk ticket field?

General

Applies across every SweetHawk app
How do I turn on AI features (the Liquid AI assistant) in SweetHawk apps?