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Templates and Speed Codes in Autotask

You can use templates and speed codes in Autotask PSA and LiveMobile to quickly populate fields for a number of entities including ticket and recurring ticket, task, ticket or task time entry and note, project note, service call, quick call, opportunity, and quote.

Templates

Templates automatically populate multiple fields in Autotask forms. A template can also be configured to trigger notification emails to specified recipients. After loading a template, you can edit any automatically populated field. To make templates even faster, use speed codes (up to 10 letters, numbers, and symbols).

Templates and Speed Codes in Autotask › Giant Rocketship | Autotask

Speed Codes

Speed codes in Autotask PSA can be used to quickly populate fields for the following entities:

  • ticket and recurring ticket
  • task
  • ticket or task time entry and note
  • project note
  • service call
  • quick call
  • opportunity
  • quote

Templates you create can be available only to yourself (personal) or, depending on your security level permissions, made available for your department or the entire company.

Become an Autotask expert with our posts on Checklists in Autotask and Daily Alerts in Autotask.

Want to Automate your MSP? Schedule a demo or sign up for a free trial to see how Rocketship for Autotask can automate your calendars, escalations and ticket assignments, allowing you to focus on what really matters – helping your clients, not micromanaging tickets.

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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.

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