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Setup Rocketship in Autotask Ticket Insight

This article describes how to configure a new Ticket Insight for Rocketship’s /CMD board. When done, you’ll be able to work with Rocketship/CMD, as shown in this example:

  1. Log into Autotask
  2. Click on Admin -> Features & Settings
  3. Click on Service Desk (Tickets)
  4. Click on Ticket Categories
  5. Edit your Standard Ticket Category
  6. Click on Insights
  7. You will see “Rocketship/CMD” in the Hidden Insights section. Drag it to the top of “Visible Insights”, as shown in the screenshot below.
  8. Click Save& Close

You will now see Rocketship/CMD in any ticket that has the Ticket Category of Standard. You can repeat this as needed for each Ticket Category.

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UPCOMING DECEMBER WEBINAR ON AUTOTASK KANBAN

In this webinar, Dustin Puryear, Autotask expert and MSP industry veteran, will show you how to set up Kanban boards in Autotask, integrate them with your workflow rules, and how to get the most out of them.

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