Keyboard shortcuts in Zendesk WFM

Plan requirement

Subscription Any plan
Also required Workforce Management or Workforce Engagement Management
Access Agent

Shortcuts for the schedule editor, where the work is repetitive enough for them to matter. Cmd+K opens a search: two keys and two letters replaces a walk.

There is one, and it is the quick switcher

Press cmd+K on a Mac or ctrl+K on Windows and a search window opens. Type the name of the page you want, or pick it from the list with the up and down arrows, and press return.

Short phrases are enough: aa finds agent activity, sc finds the schedule. Two keys and two letters replaces a walk through the menu, which is the whole of the saving.

Chaining is where it becomes fast

The switcher runs into whatever the next page offers. cmd+K, then aa, then return, then cmd+F and a name, and you are looking at one agent's activity without having touched the mouse.

That pattern is worth more than any single shortcut, because it works the same way wherever you are going.

Find the current list in the product

Shortcuts change as the product develops, so the list in the interface is the reliable one.

Worth two minutes

This is one shortcut and two letters, not a set to learn. For anybody who opens Zendesk WFM daily it pays back the same week; for anybody else there is nothing here to memorise.

See also

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