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How do I schedule Autotask Tasks?

Rocketship does support Autotask Tasks. Currently, this support is restricted to the Next Activity Scheduler, although we have plans on more capabilities.

Unlike Autotask Tickets, Autotask Tasks do not currently support custom task insights. (We recommend you add your Feature Request to Autotask’s Idea board if you want them to release that feature.)

Because it isn’t currently possible to add custom task insights, you need to manually select the Task inside of Rocketship to access Rocketship’s Task capabilities.

  1. Log in your Rocketship Workboard.
  2. Expand the sidemenu.
  3. Enter the Task# (e.g., T99999999.9999) in the Task# Search Field.
Accessing an Autotask Task via the Rocketship Workboard
Accessing an Autotask Task via the Rocketship Workboard
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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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