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Recurring Ticket generation on a frequency/schedule

  • April 24, 2024
  • 7 replies
  • 0 views
Rory13

Is there a way to generate a recurring ticket on a set scheduled and frequency? In HelpDesk - SolarWinds it is called Tasks. The auto-generation would automatically generate a new ticket each time. 

 


 

 

Here is an example:

 

I have eyewash stations that need to be serviced once a month. Is there a way in zendesk to create a ("Task") or a recurring ticket that autogenerates once month on the 1st Monday of the month. It has instructions included and a description, etc. and a place to put content like a how too video, etc. 

      7 replies

      Brandon12
      • Brandon12
      • April 28, 2024

      Not natively, but both SweetHawk and MyndBend have add-ons for this purpose.

        Stephan12
        • Stephan12
        • April 29, 2024

        I also managed to use the ticket type “task" in order to set a date and a corresponding trigger to set the status of ticket to open on the day you would like to have an announcement. Nevertheless the ticket has to be added manually.

        Steve25
        • Steve25
        • April 30, 2024

        Hi Rory,

        I have used Zapier to create the weekly task tickets. But if this is only an announcement and not a work ticket that needs updated,  simply create a trigger to set it forward a week when set to pending,  and then an automation to set to open on the specified date.  When task I complete,  set to pending and then when it is time to do it again. the ticket is right there to remind you. 

        J
        • Jonas14
        • October 22, 2024

        Establishing monthly recurring tasks would be highly beneficial. This approach ensures that our team is consistently reminded of the invoicing schedules for our partners, whom we bill on a monthly basis. 

         

        By setting up recurring tasks, we would be able to streamline our workflows and maintain timely invoicing. Scheduling the tasks for the first Monday of each new month would be a good way remind the team.

         

        This is of course doable in calender reminders, but keeping it in Zendesk would help us having Zendesk more as a one-stop-shop.

          J
          • James166
          • January 8, 2025

          This is a feature that I would really like to see added to Zendesk. 

            Jason81
            • Jason81
            • January 24, 2025

            Please add this feature

              D
              • Dainne
              • May 5, 2025

              Hi @jonas14 @james166 @jason81 

              Feedback like this helps Zendesk prioritize and drive meaningful improvements to our products and services – thank you for taking the time to provide it!
               

              I highly encourage you to create a new post in the relevant Product Feedback topic in our community to engage with other users who have similar needs and discuss possible workarounds. Conversations with a high level of engagement ultimately get flagged for product managers to review when they go through roadmap planning. Specific examples, details about impact, and how you currently handle things are helpful for our product teams to understand the full scope of the need when working on solutions. You may also want to review the Product feedback guidelines and how to write an effective feedback post. We truly value customer feedback, and your voice and votes in the forums help influence future Zendesk functionality.
               

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