navigating autotask: learn how to get things done better and faster

Navigating Autotask:  Learn how to get things done better and faster!

Pachita Lekanda Implementation manager

Autotask UK Limited

1- Navigating Autotask

AGENDA

2- Autoforms3- Sending text messages from

Autotask

6- Q & A4- Adding spell

checker in Autotask

5- Autotask Community Forum

tips and tricks

Navigating Autotask

“My Tasks and Tickets” screen

Helps you view your own workload on one screen

Users with Admin access have the option to view any ones “My Tasks and Tickets” from the dropdown on their page

View other users’ “My Tasks and Tickets”…

Different way to find tickets

Find the ticket using:

The Autotask search bar for ticket title key words

Under service desk drop down, choose Ticket Search

Or using the left nav, filter tickets using by type (tickets,

recurring tickets or internal Taskfire) prior to searching

Different way to find tickets

Extend your CRM view

Improve CRM Dashboard view to have better visibility and control of sales opportunities.

Extend your CRM view

In Admin Left Nav: Site Setup Resource setup Security Levels Select one of the resources and change CRM Dashboard settings

Did you know that you could… Use Favourites to maximize your time

Use Speed codes and Favourites to speed up tickets and opportunities creation

Uses/benefits: Save time with repeatable data entry (i.e. think tickets) Standardize the quality of information Develop and enforce standard steps for all to follow Use customer facing text every tech can use Introduce min time values for defined tasks Report and analyze tickets and opportunities with the same

information/titles

Favorites can be created as follow

Use My Autotask and Bookmarks to save time

Use My Autotask and Bookmarks to save time

Cut down on click

Access your Recent items ( last ten pages visited are displayed as well as favourites)

Set your login homepage screen

AUTOFORMS

Collect Info. from Your Web Site Use Autotask AutoForms to collect information on: New Leads, Contacts; Opportunities ; To-Do’s & Notes

Use your website to collect data

Benefits: Self help – no time investment from you Easy data entry for prospects once the page is live Goes directly into Autotask Use Autotask notifications to follow up Increase your web traffic Generate leads Enforce consistent process

Sending text messages from Autotask

Use notifications to send text messages from Autotask

Use Cases

When new leads enter the system

High priority notifications for specific conditions

RMM codes requiring instant notification

Notifications when major upgrade or/an issue is resolved

Use notifications to send text messages from Autotask

Country Provider Email format

Spain Vodafone 0number@vodafone.es

UK O2 44number@mobile.celloneusa.com

Germany T-mobile number@t-mobile-sms.de

Netherlands Orange 0number@sms.orange.nl

ITALY Vodafone number@sms.vodafone.it

South Africa MTN number@sms.co.za

France SFR number@sfr.fr

How to send text messages from Autotask Vodafone Example:

From email or from Notifications type the following To: 065727899@vodafone.es Subject: New Ticket Notification Body: This is the text that will be in the body of the email.

Result on the phone: From: [Name]@domain.es (New Ticket Notification) This is the text in the body of the email.

Reply to text from a phone generates a text file attachement with the message sent to the Email address with no subject or text in the body of the Email.

Adding a spell checker to Autotask

Adding a Spell Checker to Autotask

Internet Explorer: Speckie: version: 5.8.0 (22 March, 2013)

Instructions: Search in Google “Speckie” Download the install file Read the license agreement and make sure you are

comfortable with it Install the spell checker Enable spell-check even for one liner fields

Adding a Spell Checker to Autotask

Google Chrome – built in (Version 26.0.1410.64 m) Firefox : https://addons.mozilla.org/en-us/firefox/addon/spell-checker/

Check Out Our Tips & Tricks Section

Q&A / Discussion