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Improvementautotask
a year ago

Service Tickets and Project Tasks Available Together for Autotask

Autotask users can now see service tickets and project tasks together in TopLeft!

Here's an example of a board with a top swimlane for service tickets, followed by swimlanes for each project. This is a great view for engineers to see all their work in one place, whether the work is for helpdesk or projects.

The boards can even be configured to show the service and project work mixed together within the same columns- making it easy to rank tickets and tasks together to plan which work will be done first.

To the best of our knowledge, TopLeft is the only platform that can show Autotask tickets and tasks together.

To show tickets and tasks together, administrators can click Boards in the main menu, then Add Board, then Ticket + Tasks.

This feature has been used by a number of customers already and now we're offering it to all Autotask users. We still have a few improvements in the backlog, such as for automatic ranking and additional filter choices, but the most widely used functions are available today. Try it out and let us know what you think!

Avatar of authorMatt Fox