Clearing the Autotask Ticket Primary Resource via Rocketship Workflows
Learn how to utilize the enhanced workflow engine in Autotask to clear the primary resource from a ticket or task. Streamline resource management and optimize task assignments.
Learn how to utilize the enhanced workflow engine in Autotask to clear the primary resource from a ticket or task. Streamline resource management and optimize task assignments.
This knowledge base article provides a comprehensive guide on how to update Autotask Ticket and… Read More »Updating Autotask Ticket and Task User-Defined Fields (UDFs) via Rocketship Workflow Engine
SmartWorkflows in Rocketship offer a powerful toolset that not only facilitates various changes performed by… Read More »Using SmartWorkflows in Rocketship: A Guide to Published Workflows
Learn why Autotask requires users to have Autotask Roles and how to fix the issue of users without roles. Follow these steps for resolution.
Rocketship supports creates/updates/deletes of Service Calls by 3rd party software. This KB describe that interaction.… Read More »How long does it take for Rocketship to show imported Service Calls?
In this KB, we’ll walk you through the configuration needed to see Autotask Service Calls… Read More »Enable Autotask Service Calls to show on Outlook Calendar
Rocketship supports CRM Searches that use more than one Autotask User Defined Field (UDF). Performance… Read More »Using Multiple UDFs in a CRM Search
This KB describes what API Throttling is and how to troubleshoot it. What is API… Read More »Troubleshooting API Throttling
The Escalation Engine supports several assignment methods, such as First Available, Round Robin, and Least… Read More »First Available vs Sticky Escalations
In Rocketship, our dispatch & escalation engine uses tiers composed of “Teams”. Understanding a Rocketship… Read More »Autotask vs Custom Teams
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.
