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Video: How to send automatic emails from Autotask Projects

Written by Dustin Puryear | Dec 8, 2022 11:07:43 AM

As with Autotask helpdesk tickets, you’ll find that you need to send automated emails to customers when you work on projects and project tasks in Autotask. And, again as with tickets, this is done using the Autotask Workflow Rule (WFR) engine.