[ Autotask Reviews ](https://www.g2.com/products/autotask/reviews) [ Autotask Reviews ](https://www.g2.com/products/autotask/reviews) # Autotask Features ##### ## Incident Management (6) 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. Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Show More ##### ## Reporting (4) Dashboards Displays important metrics relating to performance. Time Tracking Tracks time worked on a ticket. Surveys Provides surveys to measure employee satisfaction. Activity Tracking Track and document all activities across devices, networks, and other systems Show More ##### ## Access & Usability (5) 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. Mobile Access Access software remotely via mobile devices Show More ##### ## Administration (32) 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. IT Asset Management Managing inventories and tracking changes to hardware and software configurations Knowledge Management Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution Task Management Create, manage and track all task activities and progression Service Request Management Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more Release Management Planning, scheduling, and overseeing the release of software or system changes into a live or production environment Configuration Management Identify component attributes like servers, hardware, software, and manage relationships across all services Ticket Management Track, manage, or resolve user requests and IT incidents/issues Workflow Management Create, design and manage workflows for repetitive tasks Problem Management Identify and solve underlying cause of incident(s), and prevent future incidents from occurring Incident Management Manage and track all disruptions and incidents Contract/License Management Track, store, and access client contracts or licenses Support Ticket Management Allow customers/users to submit support queries and service requests Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Capacity Management Monitor service demand and performance to plan for adequate resources that meet business needs Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Inventory Management Track and manage inventory levels to maintain proper supply 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. Email Management Manage, store and organize emails within the system or via third-party apps Workflow Management Create, design and manage workflows for repetitive tasks Task Management Create, manage and track all task activities and progression Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Calendar Management Track and manage schedules and meetings via an integrated calendar Timesheet Management Track the amount of time spent on a job or task Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Service Desk (4) 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. Customizable Reports Alter the layout and content of reports Show More ##### ## 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. Show More ##### ## Management (6) 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. Real-Time Reporting Active reporting of data and metrics Show More ##### ## 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. Show More ##### ## Project Management (8) 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. Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Progress Tracking Reporting on how each user, task or process has advanced since its initiation Project Time Tracking Measure time to completion or hours worked for projects Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Show More ##### ## Accounting (10) 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. Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Activity Tracking Track and document all activities across devices, networks, and other systems Billable Items Tracking Track the list of items required to be billed/invoiced to clients Document Management Store, manage, and track all electronic documents in a centralized location Multiple Projects Ability to handle several projects simultaneously Show More ##### ## 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. Show More ##### ## Analytics (4) 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 . Real-Time Reporting Active reporting of data and metrics Show More ##### ## 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. Show More ##### ## Generative AI (4) 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. Proposal Generation Create proposals based on costs of labor and materials Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Service Desk (8) 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 Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## 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. Show More ##### ## Agentic AI - IT Service Management (ITSM) Tools (10) 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 Third-Party Integrations Set up connections to third-party platforms to improve business processes Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Professional Services Automation (2) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Additional Functionality (92) Prioritization Arrange tasks based on the level of priority or urgency Service History Track work performed and resources used for past customers, sites, or assets Client Portal Private online space that lets businesses securely share documents and provide information access to clients Customizable Forms Customize contracts and forms to collect specific information AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases Service Catalog Database containing accurate and up-to-date information on all operational services Real-Time Notifications Notifications that are delivered to users as soon as an event occurs SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Monitoring Active monitoring of systems, applications, or networks Generative AI Use AI to generate content in the form of text, images, videos, etc. Surveys & Feedback Gauge satisfaction and receive information for improvement and success Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Automated Responses Automatic reply functionality for incoming messages Customizable Branding Add customized logos and colors to align with company branding Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Support Ticket Tracking Track the status of support tickets/escalations as they move through the service queue Automated Routing Tickets are automatically assigned to specific agents based on predefined rules Macros/Templated Responses Templated responses for responding quickly to recurring support requests Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Fields Customize data fields to support various needs and use cases Activity Tracking Track and document all activities across devices, networks, and other systems Search Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. Alerts/Escalation System alerts about the need to escalate an issue or request Access Controls/Permissions Define levels of authorization for access to specific files or systems Dashboard Creation Creation and customization of dashboards Remote Access & Monitoring Control system behavior and appearance, and access and report on system status/health from a distant location Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Chat/Messaging Communicate using direct chat or messages within the system Approval Process Control Manage the process of evaluating documents or requests submitted for approval Audit Trail A record of all activities within the system, including user access, changes made, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Quotes/Estimates Generate quotes or estimates for customers Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Customizable Fields Customize data fields to support various needs and use cases CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Reports Alter the layout and content of reports Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Access Controls/Permissions Define levels of authorization for access to specific files or systems Billing & Invoicing Create, manage, and send invoices or bills to customers Approval Process Control Manage the process of evaluating documents or requests submitted for approval Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Project Templates Pre-designed project plans that can be customized Task Scheduling Track and manage the scheduling of tasks Real-Time Data Receive data and information in real time Document Storage Store and organize documents in a centralized system Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services CMDB Configuration Management Database AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. IT Risk Management Manage risks related to IT systems Service Catalog Database containing accurate and up-to-date information on all operational services Inventory Management Track and manage inventory levels to maintain proper supply Surveys & Feedback Gauge satisfaction and receive information for improvement and success Chat/Messaging Communicate using direct chat or messages within the system Change Management Track and monitor efficient handling of all changes/transitions Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Task Management Create, manage and track all task activities and progression Email Templates Pre-made examples and templates for emails Benchmarking Compare key metrics for the business against prominent players in the industry Localization Automation Adapt content to display differently based on viewer location Real-Time Reporting Active reporting of data and metrics Customer Support Provide online support for your customers through live chat or help desk functionality Scheduled/Automated Reports Set a time to generate routine reports automatically Alerts/Escalation System alerts about the need to escalate an issue or request Release & Deployment Planning, coordinating, and executing the deployment of software or system changes into a live or production environment Email Management Manage, store and organize emails within the system or via third-party apps Contract/License Management Track, store, and access client contracts or licenses Workflow Management Create, design and manage workflows for repetitive tasks Problem Management Identify and solve underlying cause of incident(s), and prevent future incidents from occurring Analytics Tools for the systematic analysis of various types of data or statistics Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution Configuration Management Identify component attributes like servers, hardware, software, and manage relationships across all services API Application programming interface that allows for integration with other systems/databases IT Asset Management Managing inventories and tracking changes to hardware and software configurations Remote Access/Control Access work applications remotely, for when working away from the office and/or traveling Live Chat Ability to chat online in real time Customizable Reports Alter the layout and content of reports Incident Management Manage and track all disruptions and incidents Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Support Ticket Management Allow customers/users to submit support queries and service requests Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Customizable Branding Add customized logos and colors to align with company branding Show More ## Top-Rated Alternatives [ ![ConnectWise 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