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





