Zoho Projects & ZenDesk
Successful project management software helps users effectively track issues. The Zendesk extension for Zoho Projects acts as an add-on to the Issues module in Zoho Projects. You can associate a ticket from your Zendesk account with an issue or a task in Zoho Projects using this extension.
Installing the ZenDesk for Zoho Projects Extension in your Portal
- Navigate to Setup > Integration > Extensions
- Click All on the left panel.
- Click the ZenDesk for Zoho Projects extension
- Click Install to proceed to installation
- Set your preferences under the General section
- Choose the profiles and projects when you would like the extension to be shared
- Agree to the Terms of Use
- Click Install Extension. You will be taken to the configuration settings now
- Enter your Zendesk domain name and click Save Configuration
- Navigate to the Connections tab
- Click Authorize
- Enter the Zendesk sub-domain name
- Click Save Details
- Sign into your Zendesk account
- Click Allow to allow Zoho Workflow to access your account
Associating a Zendesk Ticket with an Issue or a Task in Zoho Projects
- Navigate to your project and pick the task or issue that you want to associate a ticket with
- Scroll down to the details page and click the Zendesk extension
- Click Associate Ticket
- Search for the ticket using the search bar or choose the ticket from the list
- Click Associate
Viewing a Ticket
- Navigate to the task or issue that has the associated ticket you want to view
- Click the Zendesk extension
- View the ticket details that are associated with the current task or issue
- The title, status, and owner of the ticket are displayed here
Deleting a Ticket
- Navigate to the task or issue that has the associated ticket you want to delete
- Click the Zendesk extension
- Hover over the ticket and click the trash icon
- Click Yes! Delete