- Welcome
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Getting started 2 min
- Main content
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Set up and manage IT assets in Zendesk 23 min
- Wrap up
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Course summary 4 min
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Share your feedback 5 min
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Congratulations 1 min
Set up and manage IT assets in Zendesk
Learn how to set up, import, and manage IT assets in Zendesk to give your agents full device context in every ticket.
Learn how to set up and manage IT assets directly in Zendesk so your team can track devices, resolve tickets faster, and keep your asset inventory accurate. This course walks you through designing asset types, importing your data, configuring permissions, and connecting assets to ticket workflows.
Learning objectives
By the end of this course, you will be able to:
- Configure IT asset management in Zendesk by designing an asset type structure, defining fields, setting up locations, and assigning permissions so your team has an accurate, scalable foundation for tracking assets.
- Import and maintain asset data in Zendesk using CSV bulk import and MDM data sync so your asset inventory is accurate, complete, and current.
- Use IT assets in ticket workflows by assigning assets, viewing asset details, and managing records so agents resolve requests faster with full device context.
Audience
This course is intended for administrators and managers.
Prerequisites
None required. It will be helpful to turn on IT asset management in your Zendesk account to follow along.