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Tracking Employee PTO with Autotask Dashboard Widgets

The Out of Office Widget

You want you and your team to have visibility into who has time-off and when that will be. This is a common need when you, as a manager, want the oversight, or if you, as a team manager, want to ensure your entire team has visibility when a fellow team member is off.

This can be done via New LiveReports (as emails) or via an Autotask dashboard widget. Generally, dashboard widgets are better for this as email-alerts tend to train people to ignore emails, while a dashboard widget that is not empty (or 0) should drive activity. In this blog, we’ll take the dashboard widget route. (But, again, you can certainly do this via a New LiveReport that is sent out as an email to you, a small group, or all of your staff.)

  1. Go to a shared dashboard that your entire team can see.
  2. Click + Add Widget
  3. Create a “new widget” with Entity ”Out of Office” and Widget Type “Grid”
  4. Click Next
  5. Configure the widget:
    1. General:
      1. Widget Name: Out of Office
      2. Primary/First Column: Resource
    2. Additional Columns: Date Range, Holiday, Hours Out, Returning
    3. Filters
      1. Date DYNAMIC RANGE: Starting (blank) TO TODAY PLUS # Months (1)
      2. Resource IS ACTIVE
    4. Options
      1. Display Data Based On: Start Date
  6. Click Finish

Once done, you’ll have a widget that your entire team can see showing all upcoming holidays, time-offs, etc. This is very useful, especially in daily or weekly meetings, team reviews, etc.


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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