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New Rocketship KB Articles – Week of Aug 21st

Following are KB articles created recently.

Updating Autotask Ticket and Task User-Defined Fields (UDFs) via Rocketship Workflow Engine
Aug 14th, 2023
This knowledge base article provides a comprehensive guide on how to update Autotask Ticket and Task User-Defined Fields (UDFs) using the Rocketship workflow engine. It’s essential to note that this u…

Clearing the Autotask Ticket Primary Resource via Rocketship Workflows
Aug 14th, 2023
This knowledge base article outlines the process of utilizing the newly enhanced workflow engine to clear the primary resource from an Autotask Ticket or Task. This enhancement offers users the abilit…

Troubleshooting Escalation Rules: Common Reasons for Non-Matching Tickets
Aug 18th, 2023
Escalation Rules map tickets in Autotask to escalation paths used by Rocketship to assign and (if configured) automatically schedule resources. At times, a ticket may not match an Escalation Rule. Thi…


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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