Autotask Features
Incident Management (5)
-
Automate Ticket Routing
Routes tickets automatically to the appropriate user.
-
Ticket Prioritization
Prioritizes tickets based on factors configured by the user.
-
Ticket Notifications
Notifies the IT team when a ticket needs action.
-
Knowledge Base
Provides a forum for answers to common questions.
-
Knowledge Base/Ticket Integration
Integrates knowledge base articles into a ticket.
Reporting (3)
-
Dashboards
Displays important metrics relating to performance.
-
Time Tracking
Tracks time worked on a ticket.
-
Surveys
Provides surveys to measure employee satisfaction.
Access & Usability (4)
-
Mobile
Enables access to service desk features via mobile device.
-
Self Service
Enables employees to view the status of their tickets.
-
Active Directory
Provides a directory of all users within an organization.
-
Multi-Channel Access
Enables access to service desk features through multiple channels such as email, phone, or the portal.
Administration (6)
-
Change Management
Tools to track and implement required IT changes in a system.
-
Asset Management
Tools to organize and manage all IT assets within an organization.
-
Reports & Analytics
A means to view and analyze a large amount of data in order to gain business insights.
-
Standard Integrations
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
-
Workflow
Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
-
Access Management
Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.
Service Desk (3)
-
Help Desk
A place for users to submit tickets when they require IT help.
-
Incident Reports
Reports based on IT incidents so IT members can prioritize high risk issues and maintain a record of problems and how often they occur.
-
Process Workflow
The ability to create flowcharts and other means to outline specific processes to ensure that all requirements are met.
Functionality (4)
-
Ticketing System
Provides a service desk for users to submit tickets for IT-related issues.
-
Performance Logging
Tracks action-by-action asset performance with machine- or human-readable logs.
-
Alerting
Creates alerts when tracked assets encounter errors or performance issues.
-
Automation
Automates repetitive tasks associated with IT service operations and maintenance.
Management (5)
-
Reporting
Provides graphics, dashboards, and general reporting around IT service, assets, and incidents.
-
Administration Console
Provides administrative tools for routine maintenance, upkeep, and tracking.
-
Access Management
Gives administrators control over user privileges and accessibility for IT assets.
-
Asset Management
Gives administrators control over hardware and software resource allocation and tracking.
-
Policy Dictation
Controls policies and configurations across business applications and hardware.
Customer Management (4)
-
Customer Profiles
Maintains a central repository of customer information and communications.
-
Sales
Identify sales opportunities and manage leads pipelines by customer or region.
-
Marketing
Create and manage marketing campaigns and track their performance
-
Client Portal
Provides a portal for clients to view project progress, budgets, resources, project documents, etc.
Project Management (4)
-
Project Planning
Generate plans that define tha main activities and resources needed for a project
-
Project Tracking
Monitor the progress or all tasks and activities that are part of a project
-
Resource Definition
Contains library of skills and resources to allow project managers to find and assign to projects.
-
Resource Management
Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.
Accounting (5)
-
Revenue Recognition
Automate revenue recogniton by project, portfolio, or milestone and deliverable.
-
Invoice Management
Ability to create and send electronic invoices, including templates that can be customized/branded.
-
Payments
Accepts multiple types of payments from clients and match with invoices.
-
Project Accounting
Deliver features to track and manage costs and revenues by project.
-
Budget Tracking
Enables accountants and project managers to track and manage budgets.
Portfolio Management (4)
-
Portfolio Definition
Define multiple types of portfolios for projects, programs, and services.
-
Portfolio Performance
Monitor the performance of different types of portfolios and programs.
-
Risk
Identify risks that may negatively impact the performance of a portfolio of projects.
-
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Analytics (3)
-
Forecasting
Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
-
Reporting
Access pre-built and custom reports and dashboards that can be configured by users.
-
KPIs
Include business and financial KPIs that are specific to project and portfolio management .
Platform (5)
-
APIs
Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.
-
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
-
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
-
Mobile
Allows software to be easily used on multiple mobile devices including phones and tablets.
-
Offline Access
Ability to create and access tasks, transactions and reports while not connected to internet.
Generative AI (2)
-
AI Text Generation
Allows users to generate text based on a text prompt.
-
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Service Desk (7)
-
Autonomous Task Execution
Capability to perform complex tasks without constant human input
-
Multi-step Planning
Ability to break down and plan multi-step processes
-
Cross-system Integration
Works across multiple software systems or databases
-
Adaptive Learning
Improves performance based on feedback and experience
-
Natural Language Interaction
Engages in human-like conversation for task delegation
-
Proactive Assistance
Anticipates needs and offers suggestions without prompting
-
Decision Making
Makes informed choices based on available data and objectives
Artificial Intelligence - Professional Services Automation (3)
-
Predictive Forecasting
Predicts project profitability, revenue, and resource utilization based on historical data and current trends.
-
Smart task suggestions
Gives task and resource allocation suggestions based on project context.
-
Automated workflows
Automates time-tracking, invoicing, and expense reporting.
Agentic AI - IT Service Management (ITSM) Tools (7)
-
Autonomous Task Execution
Capability to perform complex tasks without constant human input
-
Multi-step Planning
Ability to break down and plan multi-step processes
-
Cross-system Integration
Works across multiple software systems or databases
-
Adaptive Learning
Improves performance based on feedback and experience
-
Natural Language Interaction
Engages in human-like conversation for task delegation
-
Proactive Assistance
Anticipates needs and offers suggestions without prompting
-
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Professional Services Automation (2)
-
Adaptive Learning
Improves performance based on feedback and experience
-
Proactive Assistance
Anticipates needs and offers suggestions without prompting





