Autotask Product Training: Better Service Delivery with Tickets, Tabs and Widgets

Live Training
Live Training
25/10/2016 | 
9:30 AM Dublin, Edinburgh, Lisbon, London (UTC+00:00)
Autotask offices, Ambassador House, Paradise Road
Richmond-upon-Thames TW9 1SQ

This event is now at full capacity; feel free to register and you'll be placed on a waiting list. We will inform you should a place become available.

This workshop will help you create efficient processes for ticket tracking in Autotask with tools like the Ticket Work List.  We will explore how to work with Service Calls and the Dispatch Calendar.  We will also review the best configuration for your queues and issue types to ensure quality data is available in Widgets.

 Learning Objectives:

  • Create Ticket and Ticket Time Entry Form Templates to support common scenarios and work entries
  • Establish a process for working with the Ticket Work List
  • Create Views and Filters for efficient scheduling in Dispatch Calendar
  • Create a Dashboard Tab that consists of your top 3 metrics to review daily

After this workshop, you will be able to:
Properly configure:
Service Desk
Dispatch Calendar
Dashboard Tabs

Create in Autotask:
Form Templates
Service Level Agreements
Dashboard Tab
Ticket Widgets


9:30 AM - 10:00 AM
10:00 AM - 10:10 AM
Introduction and Expectations
10:10 AM - 11:00 AM
Configuring: Configure Service Desk and Create Form Templates
11:30 AM - 12:30 PM
Scheduling: Dispatch Calendar and Ticket Work List
12:30 PM - 1:30 PM
Lunch & Workshop
1:30 PM - 2:15 PM
Managing: Service Level Management and Dashboard Tabs
2:15 PM - 2:45 PM
2:45 PM - 3:45 PM
Automating: Workflow Rules and Notifications
3:45 PM - 4:45 PM
4:45 PM - 5:00 PM

Event Speakers

Laura Poblete

With over 4 years of Autotask experience as a Product Support Specialist and Trainer, Laura is easily able to educate customers on how to fully utilize the Autotask platform to grow their business. Laura’s current role of Trainer focuses on delivering effective training programs to increase customers’ knowledge and use of Autotask. Prior to her work at Autotask, Laura has provided database support to customers across the globe in English, German, French and Spanish.

Event Registration
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