Autotask (10)

Autotask

How to use the Recent Items menu in Autotask

The Recent Items feature resides on the Autotask main navigation menu and expands to show by...

Autotask

How to Create a Time Delayed Action using Autotask Workflow Rules

There are times you want a WFR to trigger only after a ticket sits “idle” for a certain amount of...

Autotask

Creating Holiday Auto Replies in Autotask

During holidays, it’s nice for clients to know you aren’t available, or, if you are, that you have...

Autotask

How to Notify the Client if there is no Ticket Contact on an Autotask Ticket

Sometimes you’ll need to create a Ticket in Autotask but not have a Ticket Contact assigned. But,...

Autotask

Notify Ticket Contact of Internally Created Ticket in Autotask

Sometimes you want to create a ticket for a client in Autotask opposed to the client creating one...