Task management for Zendesk
Add tasks to tickets, break work into linked subtickets, and use templates to standardize team processes.
When your tickets have complex or repeatable processes
Tasks & Subtickets transforms Zendesk into a full task management platform, you can even start managing projects in Zendesk!
- Auto-add task lists from Zendesk triggers
- Auto-create subtickets linked to tasks
- Auto-assign subtickets to specific agents
- Break long task lists into phases
Phased task lists
Create sequential task phases that guide agents through complex multi-step processes in the right order, every time.
Linked subtickets
Break complex tickets into linked child tickets. Each subticket is a full Zendesk ticket, visible and manageable from the parent.
Auto-create subtickets
Use Zendesk triggers to automatically create subtickets when a ticket meets certain conditions β no manual effort required.
Ticket updates when tasks complete
When all tasks, a task list, or a specific task is completed, trigger custom ticket updates: update fields, add tags, add a public comment, etc.
Different forms per subticket
Use different Zendesk ticket forms and custom fields on each subticket β so the right information is captured for each type of work.
Copy fields to subtickets
Automatically copy specific field values from the parent ticket to its subtickets, keeping data consistent without duplication.
Pass parent attachments
Automatically pass attachments from the parent ticket to subtickets, so agents always have the files and context they need.
Light agent participation
Allow light agents to create subtickets and contribute to complex workflows β expanding who can participate without changing their role.
Auto-update parent ticket
Trigger actions on the parent ticket based on subticket status changes or side conversation activity β keeping everything in sync automatically.
With Tasks & Subtickets you can automate all the things
Our 1000+ Tasks & Subtickets customers have pushed the boundaries for over 10 years and we enable workflows Zendesk does not achieve out of the box such as:
- Assign subtickets to specific agents
- Auto-create subtickets via triggers
- Use different forms/fields on subtickets
- Copy specific fields to subtickets
- Create phased task lists
- Pass parent attachments to subtickets
- Allow light agents to create subtickets
- Perform actions on parent based on subticket/side conversation activity
- Auto-update parent from subticket
Live activity
The Tasks and Subtickets app is the engine behind a lot of workflows
Tasks created
Subtickets created
Customers
Choose your Tasks & Subtickets plan
- Reusable task lists
- Turn tasks into subtickets
- Ticket updates based on task completion
- Everything in Basic, plus:
- Automatically add task lists to tickets
- Define subtickets to be instantly created on task lists
- Translate task lists into any language
- Everything in Core, plus:
- Multi-phase task lists
From the Blog
- Release notes for 1 April 2026 β April 1, 2026
- Release notes for 1 March 2026 β March 1, 2026
- Introducing multi-phase task lists in Tasks & Subtickets β February 26, 2026
- Release notes for 1 February 2026 β February 1, 2026
- Release notes for 1 January 2026 β January 1, 2026
- Release notes for 1 December 2025 β December 1, 2025
- Release notes for 1 November 2025 β November 1, 2025
- Choosing between Zendesk side conversations & SweetHawk's Tasks & Subtickets app β October 16, 2025