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How to use Quick Search in Autotask

The Search field in the Autotask main interface lets you search for a variety of features right from the top navigation menu such as Accounts (Clients), Contacts, Co-workers, Tickets, Projects (Tasks) and Opportunities (Quotes). Additionally, you can search Online Help and the Datto Community (the place to interact with and learn from other users and experts).

The Quick Search is great for quickly moving around Autotask.


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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