Autotask Features
Incident Management (5)
Automate Ticket Routing
Based on 237 Autotask reviews.
Routes tickets automatically to the appropriate user.
Ticket Prioritization
This feature was mentioned in 236 Autotask reviews.
Prioritizes tickets based on factors configured by the user.
Ticket Notifications
235 reviewers of Autotask have provided feedback on this feature.
Notifies the IT team when a ticket needs action.
Knowledge Base
This feature was mentioned in 230 Autotask reviews.
Provides a forum for answers to common questions.
Knowledge Base/Ticket Integration
231 reviewers of Autotask have provided feedback on this feature.
Integrates knowledge base articles into a ticket.
Reporting (3)
Dashboards
Based on 234 Autotask reviews.
Displays important metrics relating to performance.
Time Tracking
This feature was mentioned in 234 Autotask reviews.
Tracks time worked on a ticket.
Surveys
Based on 228 Autotask reviews.
Provides surveys to measure employee satisfaction.
Access & Usability (4)
Mobile
As reported in 230 Autotask reviews.
Enables access to service desk features via mobile device.
Self Service
230 reviewers of Autotask have provided feedback on this feature.
Enables employees to view the status of their tickets.
Active Directory
This feature was mentioned in 225 Autotask reviews.
Provides a directory of all users within an organization.
Multi-Channel Access
223 reviewers of Autotask have provided feedback on this feature.
Enables access to service desk features through multiple channels such as email, phone, or the portal.
Administration (6)
Change Management
178 reviewers of Autotask have provided feedback on this feature.
Tools to track and implement required IT changes in a system.
Asset Management
180 reviewers of Autotask have provided feedback on this feature.
Tools to organize and manage all IT assets within an organization.
Reports & Analytics
This feature was mentioned in 182 Autotask reviews.
A means to view and analyze a large amount of data in order to gain business insights.
Standard Integrations
Based on 176 Autotask reviews and verified by the G2 Product R&D team.
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Based on 173 Autotask reviews and verified by the G2 Product R&D team.
Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
Access Management
Based on 173 Autotask reviews and verified by the G2 Product R&D team.
Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.
Service Desk (3)
Help Desk
185 reviewers of Autotask have provided feedback on this feature.
A place for users to submit tickets when they require IT help.
Incident Reports
This feature was mentioned in 182 Autotask reviews.
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
As reported in 182 Autotask reviews.
The ability to create flowcharts and other means to outline specific processes to ensure that all requirements are met.
Functionality (4)
Ticketing System
180 reviewers of Autotask have provided feedback on this feature.
Provides a service desk for users to submit tickets for IT-related issues.
Performance Logging
As reported in 177 Autotask reviews.
Tracks action-by-action asset performance with machine- or human-readable logs.
Alerting
Based on 180 Autotask reviews.
Creates alerts when tracked assets encounter errors or performance issues.
Automation
178 reviewers of Autotask have provided feedback on this feature.
Automates repetitive tasks associated with IT service operations and maintenance.
Management (5)
Reporting
This feature was mentioned in 180 Autotask reviews.
Provides graphics, dashboards, and general reporting around IT service, assets, and incidents.
Administration Console
Based on 181 Autotask reviews.
Provides administrative tools for routine maintenance, upkeep, and tracking.
Access Management
178 reviewers of Autotask have provided feedback on this feature.
Gives administrators control over user privileges and accessibility for IT assets.
Asset Management
This feature was mentioned in 176 Autotask reviews.
Gives administrators control over hardware and software resource allocation and tracking.
Policy Dictation
Based on 172 Autotask reviews.
Controls policies and configurations across business applications and hardware.
Customer Management (4)
Customer Profiles
Based on 181 Autotask reviews and verified by the G2 Product R&D team.
Maintains a central repository of customer information and communications.
Sales
Based on 178 Autotask reviews and verified by the G2 Product R&D team.
Identify sales opportunities and manage leads pipelines by customer or region.
Marketing
Based on 175 Autotask reviews and verified by the G2 Product R&D team.
Create and manage marketing campaigns and track their performance
Client Portal
Based on 180 Autotask reviews and verified by the G2 Product R&D team.
Provides a portal for clients to view project progress, budgets, resources, project documents, etc.
Project Management (4)
Project Planning
Based on 179 Autotask reviews.
Generate plans that define tha main activities and resources needed for a project
Project Tracking
Based on 178 Autotask reviews and verified by the G2 Product R&D team.
Monitor the progress or all tasks and activities that are part of a project
Resource Definition
Based on 173 Autotask reviews and verified by the G2 Product R&D team.
Contains library of skills and resources to allow project managers to find and assign to projects.
Resource Management
Based on 174 Autotask reviews and verified by the G2 Product R&D team.
Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.
Accounting (5)
Revenue Recognition
As reported in 173 Autotask reviews.
Automate revenue recogniton by project, portfolio, or milestone and deliverable.
Invoice Management
Based on 173 Autotask reviews and verified by the G2 Product R&D team.
Ability to create and send electronic invoices, including templates that can be customized/branded.
Payments
This feature was mentioned in 166 Autotask reviews.
Accepts multiple types of payments from clients and match with invoices.
Project Accounting
This feature was mentioned in 171 Autotask reviews.
Deliver features to track and manage costs and revenues by project.
Budget Tracking
Based on 168 Autotask reviews and verified by the G2 Product R&D team.
Enables accountants and project managers to track and manage budgets.
Portfolio Management (4)
Portfolio Definition
Based on 168 Autotask reviews.
Define multiple types of portfolios for projects, programs, and services.
Portfolio Performance
This feature was mentioned in 167 Autotask reviews.
Monitor the performance of different types of portfolios and programs.
Risk
165 reviewers of Autotask have provided feedback on this feature.
Identify risks that may negatively impact the performance of a portfolio of projects.
Portfolio Mix
This feature was mentioned in 164 Autotask reviews.
Create the optimal mix of portfolios to achieve operational and financial goals.
Analytics (3)
Forecasting
Based on 167 Autotask reviews and verified by the G2 Product R&D team.
Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
Reporting
Based on 172 Autotask reviews and verified by the G2 Product R&D team.
Access pre-built and custom reports and dashboards that can be configured by users.
KPIs
Based on 168 Autotask reviews and verified by the G2 Product R&D team.
Include business and financial KPIs that are specific to project and portfolio management .
Platform (5)
APIs
Based on 171 Autotask reviews and verified by the G2 Product R&D team.
Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Based on 160 Autotask reviews and verified by the G2 Product R&D team.
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Based on 172 Autotask reviews and verified by the G2 Product R&D team.
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
Based on 164 Autotask reviews and verified by the G2 Product R&D team.
Allows software to be easily used on multiple mobile devices including phones and tablets.
Offline Access
Based on 161 Autotask reviews and verified by the G2 Product R&D team.
Ability to create and access tasks, transactions and reports while not connected to internet.
Generative AI (2)
AI Text Generation
Based on 88 Autotask reviews.
Allows users to generate text based on a text prompt.
AI Text Summarization
As reported in 88 Autotask reviews.
Condenses long documents or text into a brief summary.
Agentic AI - Service Desk (7)
Autonomous Task Execution
Based on 14 Autotask reviews.
Capability to perform complex tasks without constant human input
Multi-step Planning
Based on 14 Autotask reviews.
Ability to break down and plan multi-step processes
Cross-system Integration
As reported in 14 Autotask reviews.
Works across multiple software systems or databases
Adaptive Learning
14 reviewers of Autotask have provided feedback on this feature.
Improves performance based on feedback and experience
Natural Language Interaction
Based on 13 Autotask reviews.
Engages in human-like conversation for task delegation
Proactive Assistance
This feature was mentioned in 13 Autotask reviews.
Anticipates needs and offers suggestions without prompting
Decision Making
14 reviewers of Autotask have provided feedback on this feature.
Makes informed choices based on available data and objectives
Artificial Intelligence - Professional Services Automation (3)
Predictive Forecasting
32 reviewers of Autotask have provided feedback on this feature.
Predicts project profitability, revenue, and resource utilization based on historical data and current trends.
Smart task suggestions
This feature was mentioned in 31 Autotask reviews.
Gives task and resource allocation suggestions based on project context.
Automated workflows
Based on 31 Autotask reviews.
Automates time-tracking, invoicing, and expense reporting.
Agentic AI - IT Service Management (ITSM) Tools (7)
Autonomous Task Execution
11 reviewers of Autotask have provided feedback on this feature.
Capability to perform complex tasks without constant human input
Multi-step Planning
11 reviewers of Autotask have provided feedback on this feature.
Ability to break down and plan multi-step processes
Cross-system Integration
As reported in 11 Autotask reviews.
Works across multiple software systems or databases
Adaptive Learning
Based on 11 Autotask reviews.
Improves performance based on feedback and experience
Natural Language Interaction
This feature was mentioned in 11 Autotask reviews.
Engages in human-like conversation for task delegation
Proactive Assistance
As reported in 10 Autotask reviews.
Anticipates needs and offers suggestions without prompting
Decision Making
As reported in 11 Autotask reviews.
Makes informed choices based on available data and objectives
Agentic AI - Professional Services Automation (2)
Adaptive Learning
As reported in 32 Autotask reviews.
Improves performance based on feedback and experience
Proactive Assistance
This feature was mentioned in 32 Autotask reviews.
Anticipates needs and offers suggestions without prompting





