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Video: How to send automatic emails from Autotask Tasks

Written by Dustin Puryear | Dec 8, 2022 11:22:07 AM

As with 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. We include a YouTube video if you prefer that format.