Dustin Puryear

Kanban is a method for managing workflow and production that helps organizations focus on what’s important and stay on track. The new Kanban boards in Datto Autotask provide visual feedback for progress, and help team members work toward a common goal, avoiding burnout and improving overall quality. Autotask has created Kanban boards for its customers, and you’ll learn how they can help you manage your workflow and production.

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 of them in your organization. You’ll also discover what you need to know before setting up a Kanban-style board in your team’s workflow and learn the benefits of using Kanban boards in your organization.

As with helpdesk tickets, you’ll find that you need to send automated emails to customers when you work on projects and project tasks in Autotask. And, again as with tickets, this is done using the Autotask Workflow Rule (WFR) engine. We include a YouTube video if you prefer that format.

As with Autotask helpdesk tickets, you’ll find that you need to send automated emails to customers when you work on projects and project tasks in Autotask. And, again as with tickets, this is done using the Autotask Workflow Rule (WFR) engine.

In this video, I’ll walk you through the process of tracking and completing Autotask CRM ToDos. You can also read the blog for full details: https://www.giantrocketship.com/blog/how-to-be-notified-when-an-autotask-crm-todo-is-due/