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ScreenSteps Documentation » Zendesk and ScreenSteps Live » Add the Zendesk ScreenSteps Live Tasks widget

Topics

  • 1. Overview 1
    • 1.1 How ScreenSteps Live will improve your Zendesk help desk
  • 2. Set up the integration 4
    • 2.1 Add the Zendesk custom template to your ScreenSteps Live site
    • 2.2 Add a link to your ScreenSteps Live site in the main Zendesk menu
    • 2.3 Add a ScreenSteps Live search box to your Zendesk Home page
    • 2.4 Make your ScreenSteps Live custom template match your Zendesk colors
  • 3. Add the ScreenSteps Live Widget to Zendesk 3
    • 3.1 Zendesk widgets overview
    • 3.2 Add the Zendesk ScreenSteps Live Search widget
    • 3.3 Add the Zendesk ScreenSteps Live Tasks widget
  • 4. Improving your customer support with ScreenSteps Live and Zendesk 2
    • 4.1 Create documentation with the "Plan not to plan" methodology
    • 4.2 Teach your agents to respond with documentation
  • 5. Reference 1
    • 5.1 Adding a widget to a Zendesk page

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Last Updated

May 18, 2011

Other Resources

  • ScreenSteps Desktop & Workgroup

  • ScreenSteps 2.9
  • ScreenSteps Workgroup
  • Customizing HTML Templates
  • ScreenSteps: Tips & Tricks
  • Creating Word Templates
  • Publishing to Blogs & Wikis
  • ScreenSteps Live

  • ScreenSteps Live
  • Setting up a New Admin, Editor or Author on ScreenSteps Live
  • ScreenSteps Live Support Client
  • Integrating ScreenSteps Live With Other Services
  • Collaborating on ScreenSteps Live
  • ScreenSteps Live Remote Authentication
  • ScreenSteps Live API
  • API Examples
  • Implementation Guides

  • Creating a Software Manual With ScreenSteps
  • Creating a ScreenSteps Live Support Site
  • Zendesk and ScreenSteps Live
  • Help Scout and ScreenSteps Live
  • FAQs

  • FAQs

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  • Prev: Add the Zendesk ScreenSteps Live Search widget
  • Next: Create documentation with the "Plan not to plan" methodology

Add the Zendesk ScreenSteps Live Tasks widget

This lesson will show you how to add the ScreenSteps Live Tasks widget to your Zendesk account. The Tasks widget will let you create tasks in your ScreenSteps Live account right form within Zendesk. You can use this to let you support agents create tasks that your ScreenSteps Live authors can then later complete. A link to the original ticket in Zendesk will be added to the ScreenSteps Live task.

Select Extensions

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Login to your Zendesk account and select Settings > Extensions.

Select Add widget

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Add ScreenSteps Live Widget

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Scroll down the page and add the ScreenSteps Live widget.

Title and Availability

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1. The title can be whatever you would like.
2. You can choose who can see the widget by setting the Availabie for.

Account and Login Information

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Enter you account and login information.

IMPORTANT: Don't use an administrative username and password here. Setup an API Access user account on ScreenSteps Live and enter their information here.

SSL and Space ID

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1. Use SSL - You can require that Zendesk use SSL to contact your account by checking this box. IMPORTANT - You must have enabled SSL on your space in ScreenSteps Live.

2. Space ID - This is the space that will be searched on ScreenSteps Live. Enter your permalink or space id here. See how to get your space id.

Create Widget

Create_widget_display

Select Create Widget and then Submit. As of this writing, previewing the widget doesn't seem to be working. But creating the widget does work.

  • Prev: Add the Zendesk ScreenSteps Live Search widget
  • Next: Create documentation with the "Plan not to plan" methodology

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