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Autotask Product Training Workshop: Smart IT

Live Training
Live Training
11/10/2016 | 
8:30 AM Central Time US & Canada (UTC-06:00)
Autotask Office
Schaumburg, IL, United States

This event is full. If you would like to be added to the waitlist, please fill out the registration form. If a seats becomes available we will contact you directly.

Goal:
Learn the tools of Autotask PSA that provide the greatest support of Smart IT efforts in your organization.

Smart IT is based on three pillars: Efficiency, Accountability and Intelligence.  This workshop will explore some of the tools in Autotask PSA that support these pillars.
We will kick off the day ensuring your Incoming Email Processing is configured for efficiency. You should never manually copy/paste an email to a ticket.

We will then dive into the efficiency of Notification Templates and Workflow Rules, including showing several of the amazing features from our 2016.1 release.
We will round out the day with Accountability and Efficiency through the deployment of the Client Portal.

The day will wrap up by showing you the intelligence you can gain utilizing the right Security, Dashboard Tabs and Widgets.

Learning Objectives:

  • Create Efficiency with Incoming Email Processing
  • Create Efficiency and Automate with Workflow Rules & Notification Templates
  • Manage Accountability and Efficiency with Client Portal
  • Create Intelligence with Security, Dashboard Tabs and Widgets
Requirements: Bring your laptop and make sure you have access to the following admin areas; Incoming E-mail Process, Notification Templates, Workflow Rules (in the Application Wide (Shared) Features area), Client Portal & Taskfire (on the Extensions & Integrations tab).

Agenda

8:30 AM - 9:00 AM
Breakfast and Registration
9:00 AM - 10:00 AM
Create Efficiency with Incoming Email Processing
10:00 AM - 10:30 AM
Workshop
10:30 AM - 12:00 PM
Create Efficiency and Automate with Workflow Rules & Notification Templates
12:00 PM - 1:00 PM
Workshop & Lunch
1:00 PM - 1:45 PM
Manage Accountability and Efficiency with Client Portal
1:45 PM - 2:15 PM
Workshop
2:15 PM - 4:00 PM
Create Intelligence with Security, Dashboard Tabs and Widgets
4:00 PM - 4:30 PM
Workshop

Event Speakers

Jeanne-Denise Chapdelaine
Customer Trainer
Jeanne-Denise was born to be a trainer. Her passion for teaching others began shortly after she learned to speak, when she began a lifelong quest to educate others on the correct way to pronounce and spell her name. JD was thrilled to join Autotask as a Product Support Specialist in 2012, and she was quickly promoted to Customer Trainer. JD loves being able to guide customers to their "lightbulb moment," when everything finally makes sense. 
Event Registration
Please submit your information to secure your seat at this event.