[ Autotask Reviews ](https://www.g2.com/products/autotask/reviews) [ Autotask Reviews ](https://www.g2.com/products/autotask/reviews) # 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. Show More ##### ## Reporting (3) Dashboards Displays important metrics relating to performance. Time Tracking Tracks time worked on a ticket. Surveys Provides surveys to measure employee satisfaction. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. 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 (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. 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 (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. Show More ##### ## 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. 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 (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 . 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 (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. Show More ##### ## 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 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 (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 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 ## Top-Rated Alternatives [ ![ConnectWise PSA](https://images.g2crowd.com/uploads/product/hd_favicon/f30f7f8a7fd4546eea1a8ddceef59420/connectwise-psa.svg "ConnectWise PSA") ConnectWise PSA 4/5 (555) ](https://www.g2.com/products/connectwise-psa/reviews) [ ![Freshservice](https://images.g2crowd.com/uploads/product/hd_favicon/507247d74cdb616544c2f320120749b7/freshservice.svg "Freshservice") Freshservice 4.6/5 (1,290) ](https://www.g2.com/products/freshservice/reviews) [ ![Atera](https://images.g2crowd.com/uploads/product/hd_favicon/361ba9ff073bf59453c903337f10f9d9/atera.svg "Atera") Atera 4.6/5 (1,180) ](https://www.g2.com/products/atera/reviews) [ View All Alternatives ](https://www.g2.com/products/autotask/competitors/alternatives) Autotask Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_71171ec9794b67c115a51f7e9d6b3d0e/connectwise-psa.png "Product Avatar Image") ConnectWise PSA 4/5 (582) [ Compare Now ](https://www.g2.com/compare/autotask-vs-connectwise-psa) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_26228f9c86eb61a2b439545beb9476da/suiteprojects-pro.png "Product Avatar Image") SuiteProjects Pro 3.7/5 (231) [ Compare Now ](https://www.g2.com/compare/autotask-vs-suiteprojects-pro) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_238598d7c4a8c5924a0601c7ed740c8f/certinia-ps-cloud.png "Product Avatar Image") Certinia PS Cloud 4.3/5 (673) [ Compare Now ](https://www.g2.com/compare/autotask-vs-certinia-ps-cloud) ##### Categories on G2 [ IT Service Management (ITSM) Tools ](https://www.g2.com/categories/it-service-management-itsm-tools)[ Professional Services Automation ](https://www.g2.com/categories/professional-services-automation)[ Service Desk ](https://www.g2.com/categories/service-desk) ##### Explore More [ Leading identity authentication software solutions ](https://www.g2.com/discussions/leading-identity-authentication-software-solutions)[ Top-rated loyalty program apps for customer retention ](https://www.g2.com/discussions/top-rated-loyalty-program-apps-for-customer-retention)[ Top-rated RO-I services for growth-focused firms ](https://www.g2.com/discussions/top-rated-ro-i-services-for-growth-focused-firms) [ Which feature flag solutions have intuitive UX for product managers without deep technical coding knowledge? ](https://www.g2.com/discussions/which-feature-flag-solutions-have-intuitive-ux-for-product-managers-without-deep-technical-coding-knowledge)[ Which purchasing software is best for streamlining orders ](https://www.g2.com/discussions/which-purchasing-software-is-best-for-streamlining-orders)[ Pros and Cons Details ](https://www.g2.com/products/autotask/reviews?qs=pros-and-cons) Show More [ Leading identity authentication software solutions ](https://www.g2.com/discussions/leading-identity-authentication-software-solutions)[ Top-rated loyalty program apps for customer retention ](https://www.g2.com/discussions/top-rated-loyalty-program-apps-for-customer-retention)[ Top-rated RO-I services for growth-focused firms ](https://www.g2.com/discussions/top-rated-ro-i-services-for-growth-focused-firms) [ Which feature flag solutions have intuitive UX for product managers without deep technical coding knowledge? ](https://www.g2.com/discussions/which-feature-flag-solutions-have-intuitive-ux-for-product-managers-without-deep-technical-coding-knowledge)[ Which purchasing software is best for streamlining orders ](https://www.g2.com/discussions/which-purchasing-software-is-best-for-streamlining-orders)[ Pros and Cons Details ](https://www.g2.com/products/autotask/reviews?qs=pros-and-cons)