Quick Guides  /  Tasks & Subtickets

How do I split a Zendesk ticket into separately assignable subtickets?

Short answer

From any ticket, open the Tasks and Subtickets app, click the three dot menu next to a task, choose Convert to new ticket, and fill in the details. Each subticket is a real Zendesk ticket you can assign to another team, linked back to the parent. To make it repeatable, apply a ticket template automatically from a task list.

How to do it with Tasks and Subtickets

  1. On a ticket, open the Tasks and Subtickets app to see and add tasks.
  2. Click the three dot menu on any task and choose Convert to new ticket.On a Zendesk ticket, the Tasks and Subtickets app with the three dot menu open on one task, showing the Convert to new ticket option (and Link to existing ticket).
  3. Fill in the ticket details: choose which parent fields copy across (requester, subject and comment always do), set the group or agent, then click create ticket.
  4. The task becomes a real, assignable ticket linked to the parent, and ticks off once that subticket is solved.
  5. To repeat this, save a ticket template and either pick it on the convert screen, or attach it to a task in a saved list to create the subticket automatically.

Splitting a ticket is how one request that touches several teams gets done without a single agent owning all of it. Facilities, IT and finance each get their own ticket, and the requester still sees one clear parent.

Get it in your Zendesk

The quickest way is the SweetHawk Suite: one click installs Tasks & Subtickets and the rest of the suite into your account, with a free trial and no credit card. You can also install Tasks & Subtickets on its own from the Marketplace.

Tasks & Subtickets
Tasks & Subtickets
Break tickets into linked work
Explore Tasks & Subtickets

How this compares to native Zendesk

Zendesk can now create subtickets from a native task list, but an agent makes each one by hand, one per task, one level deep, with only a subject, comment, assignee and requester. Side conversation child tickets are manual too. SweetHawk subtickets are created automatically when a list is applied, arrive in the right form with fields copied from the parent, and can have subtickets of their own.

See how native Zendesk and Tasks & Subtickets compare, feature by feature →

Back to all quick guides