Configuring the major Autotask features
This topic provides links to the Activations topic and the configuration overview topics of all major Autotask features.
Feature activation
Autotask features that are not used by a majority of customers can be disabled and hidden. This simplifies the user interface for new customers and customers who only use core elements of the app. You can enable additional features when you are ready to use them.
Refer to Activations.
Feature configuration
For all Autotask core features, you have a large number of customization options that allow you to match Autotask to your company's workflow. The following topics contain an overview of customization options for each main feature or area, with links to the specific topics that describe the configuration steps.
- ADMIN: Configuring organizations and contacts
- ADMIN: Setting up your products and services portfolio
- ADMIN: Activating and configuring Knowledge Base and Documentation
- ADMIN: Configuring device settings
- ADMIN: Configuring your sales process
- ADMIN: Configuring contract features
- ADMIN: Configuring ticket settings
- ADMIN: Configuring Service Desk automation settings
- ADMIN: Configuring the Co-managed Help Desk
- ADMIN: Configuring project features
- ADMIN: Configuring inventory
- ADMIN: Configuring billing settings
- ADMIN: Configuring time tracking
- ADMIN: Configuring expense reporting
- ADMIN: Configuring the Client Portal
- ADMIN: Configuring the outsourcing feature
- ADMIN: Configuring LiveReports access and security