MeisterTask’s Zendesk integration allows you and your support team to create tasks directly from Zendesk tickets. Once created, the tasks and tickets will synchronize when modified.
Set Up and Authorization
Install the MeisterTask app in Zendesk via the Zendesk Marketplace. Follow the Zendesk installation wizard to complete the MeisterTask installation.
After installing the Meistertask app in Zendesk, log in to Zendesk with your MeisterTask credentials. Click Authorize MeisterTask and you will be redirected to MeisterTask to complete the login flow.
Enter your MeisterTask credentials to be redirected to Zendesk.
When viewing a ticket in Zendesk, open the app panel using the button on the top right. In the right panel, select the project and section the task should be created in. Then click Create Task.
Next, choose the name of the task, the assignee and what should appear in the task description. Then click Create Task.
Note: Be sure to click Submit as Open in the bottom right or the MeisterTask task will be created but not saved to the Zendesk ticket.
If a Zendesk ticket has an attachment, you can add it directly to a task. To do this, click the attachment icon in the right panel. This icon will appear only on tickets with an attachment.
Return to Zendesk
To return to the Zendesk ticket from the task in MeisterTask, click the link in the right panel of the task.