Customizing Your Profile in Autotask
Your Profile in Autotask lets you manage how you appear to and communicate with other… Read More »Customizing Your Profile in Autotask
Autotask
Introduction to Dashboards in Autotask
A dashboard in Autotask is a user interface that displays and summarizes information in a… Read More »Introduction to Dashboards in Autotask
Getting Help in Autotask
Autotask provides several ways to get help while using its platform: Context-sensitive help. When you… Read More »Getting Help in Autotask
How to use the Calendar in Autotask
The Calendar icon is located on the Autotask main navigation menu. The Calendar defaults to… Read More »How to use the Calendar in Autotask
The benefits of using the Community in Autotask
The Community Online icon located on the Autotask main interface is the place to connect… Read More »The benefits of using the Community in Autotask
How to create Bookmarks in Autotask
There will be times in Autotask when you need to quickly revisit a page (for… Read More »How to create Bookmarks in 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… Read More »How to use the Recent Items menu in 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”… Read More »How to Create a Time Delayed Action using Autotask Workflow Rules
Creating Holiday Auto Replies in Autotask
During holidays, it’s nice for clients to know you aren’t available, or, if you are,… Read More »Creating Holiday Auto Replies in 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… Read More »How to Notify the Client if there is no Ticket Contact on an Autotask Ticket
