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Setup Rocketship in Autotask Dashboard

This article describes how to create a full-screen dashboard in Autotask for the Rocketship WorkBoard.

When complete, your team will have access to the Rocketship WorkBoard as a full dashboard inside of Autotask, as shown in the example below:

Create Shared Tab

  1. Login into Autotask as an Admin
  2. At the top, click on the graph icon next to the Search button in Autotask
  3. Click Manage Shared Tabs
  4. Click New Tab
    1. Set Tab Name = Rocketship WorkBoard
  5. Expand the “Tab-Level Filter”
    1. Set Filter = Resource
    2. Set Default Value = <you> (this is temporary)
    3. Set Limit Selections to.. = All
  6. Click Save

Add Rocketship Widget to Shared Tab

You now have a “blank slate” Dashboard. You will see an “Add Widget”.

  1. Click on the + Add Widget
  2. Click “Choose an integration vendor widget from the widget library”
  3. Click Next
  4. Click “Rocketship WorkBoard”
  5. Click Next
  6. In the Layout/Size, choose the last option that is 4 arrows pointing outward!
  7. Click Finish

There is a minor glitch that we will correct now. We will edit the Tab again so we can set the Tab Filter appropriately.

  1. Via the hamburger menu next to “Rocketship WorkBoard”, click Design
  2. Click Tab Settings (the vertical ellipses at the top-right of the Tab)
  3. Expand Tab Filter
  4. Set Limit Selections to.. = Mine (of Logged in Resource)
  5. Click Save & Close

Now, the Tab Filter defaults to the user logged in. Managers can also pull up the WorkBoard of their managed Resources.

Share Tab

Finally, let’s share the new Tab to your team.

  1. In the Design Tab, click the Back Arrow next to “Design Tab” (or simply return to the Shared Dashboards Tab menu via the graph icon at the top of the Autotask window)
  2. Hover on the hamburger menu for “Rocketship WorkBoard” and click Publish
  3. Click on Departments (you can publish via Security Levels, Departments, or directly to Resources, in this example we will use Departments)
  4. Share to all Departments listed
  5. Click the Back Arrow next to Publish Tab

View as Resource

Your team will now see the Shared Tab in the default Tab Group as “Rocketship WorkBoard”. Most people will want to drag that tab to the front of the group so it’s the first Tab they see:

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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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