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Mapping Rocketship Workflows to Rocketship Actions

One of the most powerful aspects of Rocketship is that almost every action performed, from clicking Start on an Event to escalating a ticket executes a Workflow. Since you are able to edit Workflows to suit the needs of your business processes, this ensures Rocketship can be exactly mapped to those processes.

To know which Workflows execute for each Rocketship action log into Rocketship Admin and..

For Escalations:

  1. Click on Dispatch&Escalations->Escalations Home
  2. View Custom Settings

For Ticket Scheduling:

  • Click on Scheduling->Scheduling Home
  • View Next Activity Settings
  • View Fixed Appointment Settings

For the Workboard:

  • Click on Account->Personalization
  • View the Workboard mapping
Mapping Rocketship Workflows to Rocketship Actions Giant Rocketship | Autotask
Workflows triggered by the Workboard

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.

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