Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.
Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.
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Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Trigger when a new contract created.
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Triggers when a new activity on a board is made.
Triggers when a new board is created.
Triggers when a new card type is defined for a board.
Triggers when a new checklist item is added to a task.
Triggers when a new comment is added to a task.
Triggers when a new swimlane is created for a board.
Triggers when a new task is added.
Triggers when a new workflow stage is created for a board.
Triggers when a task is archived.
Triggers when a task is moved to another workflow stage or swimlane.
Triggers when a task is updated.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Archives a specific task.
Completes an existing checklist item on a task.
Creates a new checklist item on a task.
Writes a new comment on a specific task.
Creates a new task on a specific board.
Deletes a checklist item from a task.
Deletes a specific task.
Moves a specific task between workflow stages and swimlanes.
Updates a task's name, description, due date or other details.
— Autotask — kanban Tool
Autotask is a software that is used for managing the work of technicians or IT support specialists. It helps to manage tasks and projects; send notifications; collaborate with other colleagues, customers, and vendors; track time and expenses; and much more. Autotask is a cloud-based IT management software that allows companies to manage their business in a better way. Autotask is designed to manage tasks of all kinds, from small projects to larger efforts across functional teams and departments, including marketing, sales, customer service, IT, finance, and human resources.In the past, Autotask was only available on the internet as a cloud-based system. Nowadays, Autotask provides a desktop version so that users can install it on their computers and use it offline. The desktop version is called AutoTask Local and is available for Mac OS X and Windows operating systems.
Kanban Tool is an online project management tool that helps to visualize team workflow and visualize flow of work through your entire organization. Kanban Tool is designed for teams who want to get things done without a heavy process to follow. With Kanban Tool you can easily create boards for every phase of your work. For example:The Team Board shows your team’s work at a glance, providing a visual overview of your team’s backlog, current status, team size, velocity and more. This makes it easy to see what the team is working on right now and what they’ll move to next.The Work Board is a visual list of everything that needs to be done on the project. You can filter by status, name, tags, or due date, or just see everything at once.The Burndown Chart keeps track of how much work is left to complete each task. You can track your progress over time and know when you’ll be done with all your work.The Time Board lets you keep track of when you’re spending time on your tasks. Kanban Tool makes it easy to see how much time you’ve spent on each task and where you spend your time most often.Autotask and kanban Tool are integrated into one platform called kanban Tool Autotask Integration. It’s a solution that manages collaboration for professional services businesses and IT organizations who need to collaborate with their customers, suppliers and partners. This integration is designed to help organizations reduce the time required to execute projects and increase productivity. Using kanban Tool Autotask Integration, companies can:
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