Autotask Features

Routes tickets automatically to the appropriate user.

Prioritizes tickets based on factors configured by the user.

Notifies the IT team when a ticket needs action.

Provides a forum for answers to common questions.

Integrates knowledge base articles into a ticket.

Notifications that are delivered to users as soon as an event occurs

Manage and track all disruptions and incidents

Displays important metrics relating to performance.

Tracks time worked on a ticket.

Provides surveys to measure employee satisfaction.

Track and document all activities across devices, networks, and other systems

Enables access to service desk features via mobile device.

Enables employees to view the status of their tickets.

Provides a directory of all users within an organization.

Enables access to service desk features through multiple channels such as email, phone, or the portal.

Access software remotely via mobile devices

Collects and curates data insight about the performance and health of a company's system.

Facilitates communication between users and administrators.

Allows end users to remotely access to company's IT database.

Helps organizations establish, implement, and adhere to ITIL regulation.

Tracks IT assets and financial data.

Integrates all IT service support functions for consistency and accuracy.

Managing inventories and tracking changes to hardware and software configurations

Track and document all activities across devices, networks, and other systems

Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

Allows software to be easily used on multiple mobile devices including phones and tablets.

Ability to create and access tasks, transactions and reports while not connected to internet.

Allows the IT team to oversee all possible endpoints in a single source of reference.

Automates the updating of security measures on enterprise devices.

Provides cloud backup or disaster recovery solution to protect enterprise data and applications.

Utilizes data to proactively identify and prioritize IT issues.

Creates new or streamlines existing workflows to better handle IT support tickets and service.

Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications

Identify component attributes like servers, hardware, software, and manage relationships across all services

Create, manage and track all task activities and progression

Track and organize the number of licenses available to the organization

Monitor service demand and performance to plan for adequate resources that meet business needs

Track and manage adherence to policies for any service, product, process, or supplier

Set and monitor service level agreements to ensure timely response and resolution

Manage and track all disruptions and incidents

Tools to track and implement required IT changes in a system.

Tools to organize and manage all IT assets within an organization.

A means to view and analyze a large amount of data in order to gain business insights.

Managing inventories and tracking changes to hardware and software configurations

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Plan and coordinate all the resources, costs and time needed to execute assignments

Set and monitor service level agreements to ensure timely response and resolution

Create, manage and track all task activities and progression

Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Identify component attributes like servers, hardware, software, and manage relationships across all services

Track, manage, or resolve user requests and IT incidents/issues

Create, design and manage workflows for repetitive tasks

Identify and solve underlying cause of incident(s), and prevent future incidents from occurring

Manage and track all disruptions and incidents

Track, store, and access client contracts or licenses

Allow customers/users to submit support queries and service requests

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Monitor service demand and performance to plan for adequate resources that meet business needs

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Track and manage inventory levels to maintain proper supply

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.

Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.

Manage, store and organize emails within the system or via third-party apps

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Track and manage schedules and meetings via an integrated calendar

Track the amount of time spent on a job or task

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

A place for users to submit tickets when they require IT help.

Reports based on IT incidents so IT members can prioritize high risk issues and maintain a record of problems and how often they occur.

The ability to create flowcharts and other means to outline specific processes to ensure that all requirements are met.

Alter the layout and content of reports

Provides a service desk for users to submit tickets for IT-related issues.

Tracks action-by-action asset performance with machine- or human-readable logs.

Creates alerts when tracked assets encounter errors or performance issues.

Automates repetitive tasks associated with IT service operations and maintenance.

Provides graphics, dashboards, and general reporting around IT service, assets, and incidents.

Provides administrative tools for routine maintenance, upkeep, and tracking.

Gives administrators control over user privileges and accessibility for IT assets.

Gives administrators control over hardware and software resource allocation and tracking.

Controls policies and configurations across business applications and hardware.

Active reporting of data and metrics

Maintains a central repository of customer information and communications.

Identify sales opportunities and manage leads pipelines by customer or region.

Create and manage marketing campaigns and track their performance

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

Generate plans that define tha main activities and resources needed for a project

Monitor the progress or all tasks and activities that are part of a project

Contains library of skills and resources to allow project managers to find and assign to projects.

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

Assign available resources (human and/or non-human) to various projects and tasks

Reporting on how each user, task or process has advanced since its initiation

Measure time to completion or hours worked for projects

Plan and coordinate all the resources, costs and time needed to execute assignments

Plan and coordinate all the resources, costs and time needed to execute assignments

Automate revenue recogniton by project, portfolio, or milestone and deliverable.

Ability to create and send electronic invoices, including templates that can be customized/branded.

Accepts multiple types of payments from clients and match with invoices.

Deliver features to track and manage costs and revenues by project.

Enables accountants and project managers to track and manage budgets.

Log and record hours worked and costs spent to assist in billing and invoicing

Track and document all activities across devices, networks, and other systems

Track the list of items required to be billed/invoiced to clients

Store, manage, and track all electronic documents in a centralized location

Ability to handle several projects simultaneously

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Define multiple types of portfolios for projects, programs, and services.

Monitor the performance of different types of portfolios and programs.

Identify risks that may negatively impact the performance of a portfolio of projects.

Create the optimal mix of portfolios to achieve operational and financial goals.

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

Access pre-built and custom reports and dashboards that can be configured by users.

Include business and financial KPIs that are specific to project and portfolio management .

Active reporting of data and metrics

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Create proposals based on costs of labor and materials

Use AI to generate content in the form of text, images, videos, etc.

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Predicts project profitability, revenue, and resource utilization based on historical data and current trends.

Gives task and resource allocation suggestions based on project context.

Automates time-tracking, invoicing, and expense reporting.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Assign available resources (human and/or non-human) to various projects and tasks

Manage and support multiple languages

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Arrange tasks based on the level of priority or urgency

Track work performed and resources used for past customers, sites, or assets

Private online space that lets businesses securely share documents and provide information access to clients

Customize contracts and forms to collect specific information

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Application programming interface that allows for integration with other systems/databases

Database containing accurate and up-to-date information on all operational services

Notifications that are delivered to users as soon as an event occurs

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Active monitoring of systems, applications, or networks

Use AI to generate content in the form of text, images, videos, etc.

Gauge satisfaction and receive information for improvement and success

Assemble applications and processes by dragging over and arranging pre-built components

Online portal through which end users can access the system, manage tasks, or obtain information

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Automatic reply functionality for incoming messages

Add customized logos and colors to align with company branding

Pre-designed layouts that can be customized to match preferences and requirements

Track the status of support tickets/escalations as they move through the service queue

Tickets are automatically assigned to specific agents based on predefined rules

Templated responses for responding quickly to recurring support requests

Provides a channel for team members to share media files, communicate, and work together

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Customize data fields to support various needs and use cases

Track and document all activities across devices, networks, and other systems

Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.

System alerts about the need to escalate an issue or request

Define levels of authorization for access to specific files or systems

Creation and customization of dashboards

Control system behavior and appearance, and access and report on system status/health from a distant location

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Communicate using direct chat or messages within the system

Manage the process of evaluating documents or requests submitted for approval

A record of all activities within the system, including user access, changes made, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Generate quotes or estimates for customers

Provides a channel for team members to share media files, communicate, and work together

Customize data fields to support various needs and use cases

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alter the layout and content of reports

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Define levels of authorization for access to specific files or systems

Create, manage, and send invoices or bills to customers

Manage the process of evaluating documents or requests submitted for approval

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Pre-designed project plans that can be customized

Track and manage the scheduling of tasks

Receive data and information in real time

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

A record of all activities within the system, including user access, changes made, etc.

Allow users to access multiple services after entering their login credentials once

Includes firewalls, intrusion detection, and network-based antivirus programs to provide security against online threats

Continuously scan servers on a designated network to monitor health and search for any irregularities or failures

Use AI to generate content in the form of text, images, videos, etc.

Online portal through which end users can access the system, manage tasks, or obtain information

A chronological record of actions or occurrences within a network, software, or process

Schedule predetermined or ad hoc maintenance services and labor requests

Import and export data to and from software applications

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Tracking KPIs over a certain period to assess helpdesk issues, ticket status & resolution, costs and revenue stats, assets usage & more

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Define levels of authorization for access to specific files or systems

Inspecting the issue resolution process for compliance with related systems and regulatory guidelines

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Application programming interface that allows for integration with other systems/databases

Notifications that are delivered to users as soon as an event occurs

Active monitoring of systems, applications, or networks

Streamlining repetitive tasks and activities through automated and predefined workflows

Plan and coordinate all the resources, costs and time needed to execute assignments

Organize and manage all processes/procedures involved in purchasing goods and/or services

Configuration Management Database

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Use AI to generate content in the form of text, images, videos, etc.

Manage risks related to IT systems

Database containing accurate and up-to-date information on all operational services

Track and manage inventory levels to maintain proper supply

Gauge satisfaction and receive information for improvement and success

Communicate using direct chat or messages within the system

Track and monitor efficient handling of all changes/transitions

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, manage and track all task activities and progression

Pre-made examples and templates for emails

Compare key metrics for the business against prominent players in the industry

Adapt content to display differently based on viewer location

Active reporting of data and metrics

Provide online support for your customers through live chat or help desk functionality

Set a time to generate routine reports automatically

System alerts about the need to escalate an issue or request

Planning, coordinating, and executing the deployment of software or system changes into a live or production environment

Manage, store and organize emails within the system or via third-party apps

Track, store, and access client contracts or licenses

Create, design and manage workflows for repetitive tasks

Identify and solve underlying cause of incident(s), and prevent future incidents from occurring

Tools for the systematic analysis of various types of data or statistics

Set and monitor service level agreements to ensure timely response and resolution

Identify component attributes like servers, hardware, software, and manage relationships across all services

Application programming interface that allows for integration with other systems/databases

Managing inventories and tracking changes to hardware and software configurations

Access work applications remotely, for when working away from the office and/or traveling

Ability to chat online in real time

Alter the layout and content of reports

Manage and track all disruptions and incidents

Manage assets throughout their lifecycle to optimize profit

Allow customers/users to submit support queries and service requests

Pre-designed layouts that can be customized to match preferences and requirements

Add customized logos and colors to align with company branding

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

Notifications that are delivered to users as soon as an event occurs

System alerts about the need to escalate an issue or request

Alter the layout and content of reports

Track and manage inventory levels to maintain proper supply

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Electronically collect payments for goods or services

Pre-designed layouts that can be customized to match preferences and requirements

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Receive data and information in real time

Plan availability and assign specific time slots for tasks and resources

Manage and track all internal and external communication conducted via calls, email, text, or chat

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Track and manage adherence to policies for any service, product, process, or supplier

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Provides a channel for team members to share AI models, media files, communicate, and work together

Store, manage, and track all electronic documents in a centralized location

Online portal through which end users can access the system, manage tasks, or obtain information

Timed notification for any upcoming task, deadline, appointment, or activity

Customize data fields to support various needs and use cases

Assemble applications and processes by dragging over and arranging pre-built components

Access software remotely via mobile devices

Writing code or scripts to automate repetitive tasks, streamline processes, and increase efficiency within an IT environment

Includes firewalls, intrusion detection, and network-based antivirus programs to provide security against online threats

Track and monitor efficient handling of all changes/transitions

Define levels of authorization for access to specific files or systems

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Active reporting of data and metrics

Track employee schedules, availability, and performance across projects and tasks

Analyze and gain insights into data in real-time

Identify and respond to unexpected problems or failures (ie. "negative events")

Create, manage and track all task activities and progression

Add customized logos and colors to align with company branding

Manage contact details and communication with clients

Schedule predetermined or ad hoc maintenance services and labor requests

Private online space that lets businesses securely share documents and provide information access to clients

Active monitoring of systems, applications, or networks

Communicate using direct chat or messages within the system

Protect users working remotely and provide secure environments for personal devices to access company programs

A record of all activities within the system, including user access, changes made, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Generate quotes or estimates for customers

Create, manage, and send invoices or bills to customers

Creation and customization of dashboards

Gauge satisfaction and receive information for improvement and success

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Set and monitor service level agreements to ensure timely response and resolution

Manage assets throughout their lifecycle to optimize profit

Allow customers/users to submit support queries and service requests

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Assign available resources (human and/or non-human) to various projects and tasks

Accept and process customer payments for products or services using hardware and software

Plan, manage, and track the financial activities of an individual or organization

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Automate workflows and trigger campaigns based on customer actions

Track, store, and access client contracts or licenses

Track, manage, or resolve user requests and IT incidents/issues

Create, manage, and track policies and procedures within an organization

Continuously scan servers on a designated network to monitor health and search for any irregularities or failures

Receive system updates as soon as any changes are made

Manage the process of evaluating documents or requests submitted for approval

Create, send, and track purchase orders and their statuses

Integrates with Active Directory

Arrange tasks based on the level of priority or urgency

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Manage employee salary processes, data, taxes, and records administration efficiently

Manage and track customer orders for goods, investments, or any other purchases

Automate processes to manage leads, contacts, opportunities and sales activities

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Automates core HR functions such as talent management, employee evaluation and learning management

Monitor service demand and performance to plan for adequate resources that meet business needs

Manage the planning and execution of supply chain activities

Install software updates and bug fixes remotely

Track employee/learner's progression through training programs

Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more

Track work performed and resources used for past customers, sites, or assets

Identify component attributes like servers, hardware, software, and manage relationships across all services

Create backups and provide methods to recover deleted/lost data

Log and record hours worked and costs spent to assist in billing and invoicing

Identify and solve underlying cause of incident(s), and prevent future incidents from occurring

Track and manage employee time-off, vacation, and sick leave requests

Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications

Access work applications remotely, for when working away from the office and/or traveling

A chronological record of actions or occurrences within a network, software, or process

Monitor the movement of one or more IT assets throughout the organization

Track the status of support tickets/escalations as they move through the service queue

Managing service requests, incidents, IT issues & support with a ticketing system

Control, secure and enforce policies on mobile devices such as smartphones, tablets etc.

Database containing accurate and up-to-date information on all operational services

Managing inventories and tracking changes to hardware and software configurations

Control system behavior and appearance, and access and report on system status/health from a distant location

Tools to facilitate the production of information and promote efficiency

Tracks and makes accessible data on the health of servers and other network components.

Prevents, detects and removes malware