Latest videos by autotasktraining

Video duration: 683 seconds

How to track and manage expenses in Autotask, including how to create an expense report; associate expenses with an account and ticket, project or task; bill expenses to a customer account; and submit them for approval and reimbursement.

Related: autoatsk training, expense reports, timesheets, expense, expense item, submit, billable expense, project expense, software tutorial

Video duration: 524 seconds

For System Administrators: Get started by completing these steps to configure, customize, and optimize Autotask Admin settings for your business process.

Related: autotask training, autotask admin, autotask site setup, admin, system administrator, location, holiday set, resources, roles, company setup, queues, local terms and symbols, security

	Products and Services Administration Posted by: AutotaskTraining Video duration: 507 seconds Desscribes products and services and how to add them and use them in Autotask. Related: autotask training, product, service, administration, service bundle, configuration item

	Projects Overview Posted by: AutotaskTraining Video duration: 560 seconds Describes how to use Autotask to manage multi-task, team based, or long term projects. Related: autotask training, projects, security, task, issue, team, department, schedule, my tasks and tickets, team member

	Configuration Item Management Posted by: AutotaskTraining Video duration: 539 seconds How to create and manage configuration items for remote device monitoring and management. Related: autotask training, configuration item, product, device, installed product, remote monitoring, device discovery

Video duration: 405 seconds

How to use the Dispatcher's Workshop to manage service calls and your technicians' schedules: schedule assignments, balance workloads, and eliminate scheduling conflicts.

Related: autotask training, tech scheduling, technician, dispatchers workshop, dispatch, service call, calendar, appointment, to-do, task, ticket, software tutorial

	Creating, Managing Contracts Posted by: AutotaskTraining Video duration: 613 seconds Describes four key things you need to know about Contracts: how to create a contract; manage that contract once it's been created; apply that contract to things like tickets, projects, and configuration items; and how to report on Contracts. Related: ticket, configuration item, software tutorial

	Using the Subcontractor Portal Posted by: AutotaskTraining Video duration: 890 seconds For partners accepting work outsourced by an Autotask user. How to use the Subcontractor Portal to accept, complete, and bill for the work outsourced to you. Related: autotask training, subcontractor portal, subcontractor, outsource, insource, portal, outsource portal, software tutorial

	Insourcing (Receiving) Tickets Posted by: AutotaskTraining Video duration: 554 seconds What to do if you're invited to receive tickets as an outsource parnter. How to accept and manage tickets outsourced to you. Related: autotask training, outsource, insource ticket, receive ticket, accept ticket, insourced work, software tutorial

	Outsource Module Admin Posted by: AutotaskTraining Video duration: 708 seconds How to activate the Outsource module, invite partners, outsource tickets, and bill for outsourced work. Related: autotask training, outsource, outsourcing, invite partner, outsource ticket, outsource billing, ticket sharing, software tutorial

	Outsourcing Overview Posted by: AutotaskTraining Video duration: 1010 seconds Describes how you can use Autotask to outsource work to partners, vendors, or service networks. Related: autotask training, outsource, outsourcing, portal, subcontractor, ticket sharing, outsource partner, software tutorial

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