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How to Clone a Ticket in Autotask

You may need to clone tickets in Autotask, whether for your own use or perhaps this is a request by Giant Rocketship’s support team when troubleshooting a support request.

To clone a ticket, you can use the built-in tool for this provided by Autotask.

  1. Open Autotask
  2. Open the Autotask Ticket
  3. In the Ticket’s menu, click Tools->Copy
  4. A New Ticket screen will open with a copy of the previous ticket’s contents
  5. Make any desired changes
  6. Click Save & Close

If the request is by our support team, be sure to provide the NEW ticket#.

Cloning (copying) a ticket in Autotask
Cloning copying a ticket in Autotask
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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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