Editing and updating workspace assignment status in Zendesk QA

Manage assignments by editing, duplicating, activating, deactivating, or deleting them. Update assignments mid-cycle without losing progress, duplicate to preserve the original, and activate or deactivate based on usage needs. Deleting removes all associated data permanently. These actions help streamline your quality assurance tasks and maintain an organized workflow.


Assignments in Zendesk Quality Assurance (QA) are recurring tasks consisting of
sets of conversations assigned to reviewers for evaluation based on specific criteria and
predefined goals.
Admins, workspace leads, and managers can edit a
workspace's assignments and update their status.
This article contains the following topics:

Editing assignments
Duplicating an assignment
Deactivating an assignment
Activating an assignment
Deleting an assignment

Related articles:

Setting up assignments in Zendesk QA
Accessing and viewing the Assignments dashboard in Zendesk QA



Editing assignments

If you need to update an assignment mid-cycle, you can do so without losing the cycle's
progress. All given reviews will still count towards the goal of the assignment.
To update and assignment

In Quality assurance, click your profile icon in the top-right
corner, then select Users, bots, and workspaces.
Choose your workspace.
Click Assignments.
Click the name of the assignment you want to edit to open it.
Update the assignment settings, then click Publish
changes to make it available for use or click Save as Draft if you aren't ready to publish it.




Duplicating an assignment

To edit an existing assignment without altering the original, you can make a
duplicate copy of it.
To duplicate an assignment


In Quality assurance, click your profile icon in the top-right
corner, then select Users, bots, and workspaces.
Choose your workspace.
Click Assignments.
Click the options menu ( ) next to the assignment you want to clone, then
select Duplicate.

The assignment is duplicated and you can now edit it.





Deactivating an assignment

When an active assignment is deactivated, it's hidden from reviewers and can't be
used for evaluations. However, the scorecard's historical data remains intact in the dashboard regardless of its status.
To mark an assignment as inactive


In Quality assurance, click your profile icon in the top-right
corner, then select Users, bots, and workspaces.
Choose your workspace.
Click Assignments.
Click the options menu ( ) next to the assignment you want to deactivate,
then select Mark as inactive.

The assignment is deactivated and can't be used for evaluations





Activating an assignment

Inactive assignments can't be used for evaluations in their selected workspaces.
To allow an assignment to be used by your reviewers, you must activate it.
To mark an assignment as active

In Quality assurance, click your profile icon in the top-right
corner, then select Users, bots, and workspaces.
Choose your workspace.
Click Assignments.
Click the options menu ( ) next to the assignment you want to activate, then
select Mark as active.
The assignment is activated and reviewers can use it for reviews.




Deleting an assignment

Deleting an assignment removes the assignment and all its associated data
permanently from Zendesk QA.


Note: Deleted assignments can't be recovered.

To delete an assignment


In Quality assurance, click your profile icon in the top-right
corner, then select Users, bots, and workspaces.
Choose your workspace.
Click Assignments.
Click the options menu ( ) next to the assignment you want to remove, then
select Delete.

Click Delete to confirm the deletion.