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Updating the Ticket Due Date

You may want to update the Ticket Due Date based on some action you perform in Giant Rocketship, e.g., when you schedule a new Next Activities, you may want to update the Ticket Due Date. This can be done using Workflows.

A Workflow can perform these operations on a Ticket Due Date:

  • No Update/No Change
  • Update to Today and [some defined time]
  • Update to Created Service Call Date and [some defined time]

You can use a custom Workflow for this or you can use the Workflow tied to your Create Fixed Appointment and/or Create Next Activity. (Be sure to update every Workflow you want to update the Ticket Due Date, especially since the Create Fixed Appointments and Create Next Activity actions use different Workflows.)

Updating a Ticket Due Date via Workflow

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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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