The Recent Items feature resides on the Autotask main navigation menu and expands to show by...
There are times you want a WFR to trigger only after a ticket sits “idle” for a certain amount of...
During holidays, it’s nice for clients to know you aren’t available, or, if you are, that you have...
At the top of the Autotask PSA (Professional Services Automation) interface, you will see the main...
The Search field in the Autotask main interface lets you search for a variety of features right...
If you merge two tickets, you’ll want to notify the original Ticket Contact so they know what...
Sometimes you’ll need to create a Ticket in Autotask but not have a Ticket Contact assigned. But,...
Sometimes you want to create a ticket for a client in Autotask opposed to the client creating one...
To ensure correct functionality of the Autotask PSA platform, it is recommended to enable pop-ups...