Tickler

Checklists in Zendesk tickets, with workflow

Tickler brings structured checklists directly into your Zendesk tickets, so your team always knows what needs to be done and what’s already been handled.

Whether you're onboarding a customer, managing an escalation, or handling day-to-day support work, Tickler keeps tasks visible and part of your normal workflow. No spreadsheets or side docs.

Use checklists your way

Create checklists on the fly, reuse templates, or trigger them automatically based on ticket conditions.

• Ad-hoc lists for one-off tasks
• Saved lists (templates) for repeatable workflows
• Automatic lists based on tags or field values

You can run multiple checklists on a single ticket when needed.

Track tasks and keep work moving

• Mark tasks as Done, Pending, or Skipped
• Add comments to individual tasks

• Reorder and update tasks as work evolves

• Track progress with a clear visual indicator

Everything is saved with the ticket.

Turn checklists into actions

• Update ticket, user, or organization fields automatically

• Apply macros or manage tags when tasks are completed

• Trigger actions per task or when the checklist is complete

• Add updates directly into ticket comments

Keep work consistent

• Prevent tickets from being solved until tasks are complete

• Use shared templates to standardize processes

• View full activity history for visibility and handovers

Make progress visible

• Export checklist progress into Zendesk ticket fields

• Use progress in views, triggers, and notifications

Built for real support teams

Use Tickler to standardize onboarding, manage escalations, handle multi-step requests, and keep teams aligned on what’s done and what’s next.

Advanced configuration

Tickler supports YAML or JSON configuration for more complex workflows.

• Trigger lists using tags, fields, or combinations

• Customize formatting and behavior

• Control statuses and permissions

Getting started

Tickler works directly in the Zendesk ticket sidebar and is quick to set up.

For full setup and configuration, see the Tickler user guide.

About Lovestock & Leaf

Tickler is built by Lovestock & Leaf, creators of Zendesk apps designed to improve how support teams work.

Questions? Contact support@lovestockleaf.com.

Privacy policy

Your privacy is important to us.

Lovestock & Leaf apps do not transfer or store sensitive Zendesk data outside of Zendesk. All data is processed through Zendesk’s APIs and remains within your Zendesk environment.

We are committed to transparency about how our apps handle Zendesk data.

For full details, please review our company privacy policy and Zendesk API data privacy handling notice: https://www.lovestockleaf.com/privacy