How to Add a View in Zendesk
- George Apostolov
How to Add a View in Zendesk: step-by-step guide
Go to the left-side panel and then click 'View'.
Following that, tap 'Manage Views'.
On another tab, head over to the left-side panel and then click 'Workspaces'.
Select 'Views' from the list of options under Agent Tools.
Navigate to the main dashboard afterwards, then click 'Add View' at the top-right corner.
Enter your preferred View name.
Subsequently, write a short description for the new View.
Tap the drop-down menu below 'Who Has Access' and then select one from the given options.
Specify your preferred conditions afterwards. Simply click 'Add Conditions' and then select the specific measures you wish to implement.
Once done, scroll down to the bottom section and click 'Save'.
After completing these steps, a new Zendesk View will be created and added based on your inputs.
Quick answer: To add a new view in Zendesk, navigate to the side panel to manage views, access workspaces, and select views under Agent Tools. Next, go to the main dashboard to add a view, enter the name, write a description, set access permissions, specify conditions, and save your changes.
About this Zendesk tutorial
Create and configure a custom view in Zendesk by setting access permissions, specifying conditions, and saving your new workspace preferences. This guide shows how to add a View in Zendesk in 11 steps, starting with "Go to the left-side panel and then click 'View'" and finishing with "After completing these steps, a new Zendesk View will be created and added based on you...". The interactive demo above is a click-through copy of the real Zendesk interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to add a View in Zendesk?
11 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Zendesk data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Zendesk. Related guides: How to Add Agents in Zendesk, How to Add an Admin to the Zendesk Workspace and How to Add an Agent Signature in Zendesk. Last reviewed 05 Oct 2026.
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