Autotask users can now use Kanban for two common cases:
  • Set a ticket or task primary assignment- great for service managers, project managers, or for technicians who fetch work from a team queue and need to assign themselves.
  • Enter time on a ticket or task- very useful for engineers
Both functions are available under the ticket/task card ellipse menu:
Screenshot of card menu with new options
If you don’t see the option, give the board a full page refresh. Please try it out and let us know what you think! E-mail [email protected].
We’ll soon be starting work on secondary assignments and service calls for Autotask.