- Home > My Tasks and Tickets
- My Tasks and Tickets - Now Provides Column Chooser: With Autotask Update A10 SP1, it is possible to personalize the columns that are visible in the My Tasks and Tickets list. In addition, several new columns are available in this list. This new feature makes it possible for each user to have a different "view" of their data, enhancing the user experience. To use the Column Chooser, right-click in the column header of the My Tasks and Tickets list and select "Column Chooser". This new functionality also introduces the ability to sort columns by clicking in a column header. Personalization settings are remembered for each of the different list types. Personalization settings will be lost if Internet Explorer cookies are deleted or the user moves to another PC.
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- CRM > Workflow
- Opportunities - Now Support Automated Notifications: Autotask Update A10 SP1 introduces support for workflow and business process automation through automated notifications. With this new workflow functionality, Autotask administrators can configure notification rules that are applied when the status of an opportunity changes. This powerful feature provides the ability to automatically notify specific resources of changes to opportunities as they progress through the sales cycle. Workflow rules notifications are distributed "behind the scenes" - they do not prevent or impact the ability to notify resources through the standard process.
- CRM > Opportunities
- Opportunities - Now Provides Editable Grid: With Autotask Update A10 SP1, it is possible to edit certain opportunity values directly in opportunity search results lists. Opportunity Projected Close Date, Amount, and all five Advanced Fields can be edited and saved without having to edit each opportunity individually. This new feature is a welcome enhancement for busy CRM users whose opportunity forecasts change frequently. This feature can be enabled or disabled by Autotask administrators, based on each organization's workflow policies.
- CRM > Quotes
- Quotes - Now Provides Install Products Wizard: Autotask Update A10 SP1 introduces the ability to "install" products at an account once a quote has been accepted and its associated opportunity has been closed. This workflow feature eliminates the need to create installed products for the account manually. The Install Products Wizard gives users the ability to set install and warranty expiration date information, as well as the ability to automatically create subscriptions for products that are billed on a monthly, quarterly, or yearly basis. The Install Products Wizard is available in the Tools > Install Products Wizard menu item in the Open Quote window. Quote Management is an optional Autotask extension, please contact Autotask Sales for more information.
- CRM > Related Reports
- NEW! Sales Quota Performance Summary Report: The new Sales Quota Performance Summary report displays sales performance against specified quotas over a user-specified date range. The Sales Quota Performance Summary report can be found in CRM > Related Reports.
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- Contracts > Approve and Post
- Approve and Post - Now Provides Additional Search Options: With Autotask Update A10 SP1, it is possible to search for approve and post items by department, simplifying the process of inter-departmental or department-specific billing.
- Contracts > Invoices
- Invoice Wizard - Now Provides Additional Invoice Options: It is now possible to include Payment Terms, Purchase Order Number, and Invoice Date Range on invoices generated from Autotask. These new options make it possible to customize invoices to better meet customer preferences. To assist with identifying work performed by resources in different departments, the Invoice Wizard also displays the resource Department Name for invoice items. This update makes it possible to generate separate invoices for each department in an organization.
- Contracts > Exports
- Export Wizard - Now Provides Additional Data: Autotask Update A10 SP1 introduces an improved invoice Export Wizard. The new Export Wizard includes several new data elements, including Invoice ID, Account ID, External Account Number, Department Name, External Invoice Number, Allocation Code Name and External Allocation Code Number. This new feature further enables integration with external financial, human resource, and other applications.
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- Projects > Workflow
- Projects and Tasks - Now Support Automated Notifications: Autotask Update A10 SP1 introduces support for workflow and business process automation through automated notifications. With this new workflow functionality, Autotask administrators can configure notification rules that are applied when the status of a project or task changes. This powerful feature provides the ability to automatically notify specific resources of changes to projects or tasks as they progress through their lifecycle. Workflow rules notifications are distributed "behind the scenes" - they do not prevent or impact the ability to notify resources through the standard process.
- Complete Project Wizard - Now Provides CRM Workflow: With Autotask Update A10 SP1, users can associate an opportunity with a project. When a project is completed and the Complete Project Wizard is run, users are given the option to automatically update the Projected Live/Ship Date and Status of the associated opportunity. By default, the opportunity Projected Live/Ship Date is set to the complete date of the project and the Status will be set to "Implemented". Through several CRM related reports, users are able to see the number of opportunities that were implemented as the result of completed projects during a given time period. Users can associate an opportunity with a product in the Edit Project window. This new workflow enhancement tightens the integration of the CRM and Projects modules and improves the coordination of the resources involved.
- Projects > Related Reports
- Project Budget To-Date Report - Now Provides Additional Report Criteria: Users of the Project Budget To-Date report may now report on specific time periods, in addition to timesheet periods. This new feature makes it possible to compare the budget performance of the entire project to the budget performance over a specific timeframe within the project. The Project Budget To-Date report can be found at Projects > Related Reports or Reports > Project Reports.
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- Service Desk > Workflow
- Tickets - Now Support Automated Notifications: Autotask Update A10 SP1 introduces support for workflow and business process automation through automated notifications. With this new workflow functionality, Autotask administrators can configure notification rules that are applied when the status of a ticket changes. This powerful feature provides the ability to automatically notify specific resources of changes to opportunities as they progress through the ticket resolution cycle. Workflow rules notifications are distributed "behind the scenes" - they do not prevent or impact the ability to notify resources through the standard process.
- Service Desk > Related Reports
- NEW! Tickets Detail Report: Reporting on Service Desk tickets improves with Autotask Update A10 SP1, which includes the new Ticket Detail report. This new ticket report provides the ability to report on tickets in many ways, including Queue, Allocation Code, Resource, and date range, among others. Users can sort and group tickets flexibly, further meeting the needs of Service Desk managers and supervisors. The new Ticket Detail report also includes account address information, linked to MapQuest maps. This feature makes it possible to view the geographic location of assigned tickets. The Ticket Detail report can be found in Service Desk > Related Reports and Reports > Service Desk Reports.
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- Timesheets > Expense Reports
- Expense Report - Now Remembers Last Payment Type: When creating expense reports, Autotask now remembers the last Payment Type provided and defaults to that value for the next expense report item. Personalization settings will be lost if Internet Explorer cookies are deleted or the user moves to another PC.
- Timesheets > Waiting Approval
- Waiting Approval - Now Displays Inactive Resource Timesheets: Autotask Update A10 SP1 provides the ability to approve and/or reject timesheets submitted by inactive resources. This scenario is possible when a resource leaves an organization, leaves a department or is simply no longer an Autotask user. Timesheet approvers now have visibility to all timesheets that are waiting approval, regardless of the status of timesheet resources. Timesheets for inactive resources are displayed in gray.
- Timesheets > Related Reports
- NEW! Resource Hours Detail Report: Autotask Update A10 AP1 introduces a new report detailing all of the work performed by one or more resources. This new report provides flexible criteria for researching and viewing resource activity.
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- Reports > Resource Reports
- NEW! Resource Hours Detail Report: Autotask Update A10 AP1 introduces a new report detailing all of the work performed by one or more resources. This new report provides flexible criteria for researching and viewing resource activity.
- Reports > Time and Attendance Reports
- Timesheet History by Resource Report: The Timesheet History by Resource report has been updated to include the Role Name column. This addition provides the ability to monitor the types of work that were performed by resources within specified timesheet periods.
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