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Using Autotask Notes as an Autotask Power User - Jun 20, 2024

Video: Using Autotask Notes as an Autotask Power User – Jun 20, 2024

Join Dustin Puryear from Giant Rocketship as he explores six innovative methods for sending customer notes in Autotask. Discover techniques like the Note Reply, Quick Note Reply, Pullup Menu, Speed Code Reply, Training Reply, and Workflow UDF Reply. Dustin demonstrates each method, including lesser-known features that can streamline your workflow and enhance communication. Perfect for IT service managers and technicians, this video is packed with practical tips to improve your Autotask experience. Don’t miss out on these expert insights to make your customer interactions more efficient and effective. ๐Ÿš€๐Ÿ“‹ #Autotask #CustomerNotes #GiantRocketship #SaaS #ITManagement #ServiceManagement #TechTips #OfficeHours

Building Custom Filters in Autotask Dashboards - May 23, 2024

Video: Building Custom Filters in Autotask Dashboards – May 23, 2024

Join Dustin Puryear, founder of Giant Rocketship, as he dives into Autotask, focusing on building and refining custom dashboards. Learn how to ensure work gets to the right people at the right time with optimized filters and widgets. Dustin demonstrates creating a dashboard and using filters to view specific data for different technicians. This video is perfect for service managers and technicians looking to streamline their workflow and improve their Autotask experience with expert tips from Giant Rocketship. ๐Ÿš€๐Ÿ”ง #Autotask #CustomDashboards #GiantRocketship #SaaS #ITManagement #ServiceManagement #TechTips #OfficeHours

Video: Innovation Unveiled: Our Idea Village Demo Day Presentation

Step into the realm of cutting-edge #Autotask #IT #msp #technology and groundbreaking ideas with our Idea Village Demo Day Presentation in #nola! ๐Ÿš€

Join us as we showcase the culmination of months of hard work, creativity, and ingenuity. In this Demo Day presentation, our Founder, Dustin Puryear, discusses how Giant Rocketship solves the #SLA problem for #MSPs, ensuring work gets to the right people, people do the right work, and they do it at the right time.

Managing Spam Tickets in Autotask - March 28, 2024

Video: Managing Spam Tickets in Autotask – March 28, 2024

Learn how to effectively manage spam tickets in Autotask to enhance efficiency in your processes!

This is the latest episode of: Unleash the Power of Autotask with Dustin Puryear’s Expert Office Hours for Autotask.

Learn more at: https://giantrocketship.com/

#autotask
#giantrocketship
#autotaskautomation

UPCOMING DECEMBER WEBINAR ON AUTOTASK KANBAN

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.