Customizing Your Profile in Autotask
Your Profile in Autotask lets you manage how you appear to and communicate with other… Read More »Customizing Your Profile in Autotask
Elizabeth Canterbury
Introduction to Dashboards in Autotask
A dashboard in Autotask is a user interface that displays and summarizes information in a… Read More »Introduction to Dashboards in Autotask
Getting Help in Autotask
Autotask provides several ways to get help while using its platform: Context-sensitive help. When you… Read More »Getting Help in Autotask
How to use the Calendar in Autotask
The Calendar icon is located on the Autotask main navigation menu. The Calendar defaults to… Read More »How to use the Calendar in Autotask
The benefits of using the Community in Autotask
The Community Online icon located on the Autotask main interface is the place to connect… Read More »The benefits of using the Community in Autotask
How to create Bookmarks in Autotask
There will be times in Autotask when you need to quickly revisit a page (for… Read More »How to create Bookmarks in Autotask
How to use the Recent Items menu in Autotask
The Recent Items feature resides on the Autotask main navigation menu and expands to show… Read More »How to use the Recent Items menu in Autotask
How to use the hamburger menu in Autotask
At the top of the Autotask PSA (Professional Services Automation) interface, you will see the… Read More »How to use the hamburger menu in Autotask
How to use Quick Search in Autotask
The Search field in the Autotask main interface lets you search for a variety of… Read More »How to use Quick Search in Autotask
How to troubleshoot popups not working in Autotask
To ensure correct functionality of the Autotask PSA platform, it is recommended to enable pop-ups in… Read More »How to troubleshoot popups not working in Autotask
