a year ago
Organize Projects by Account Manager in Autotask
Autotask customers have new ways to organize project boards according to company account managers. This is useful for account managers to have a single view of the projects of all their companies.
There are two new features:
- Project boards can use swimlanes according to each project's company's account manager. There will be a swimlane for each account manager, each swimlane showing the projects for that manager's companies.
- Project boards can be filtered to show projects for only one specific account manager's companies.