Autotask Product Training: Service Delivery - Tickets, Tabs and Widgets (Schaumburg)


December 2018

Thursday 8:30 AM - 4:30 PM

Have you heard the phrase “put garbage in and you get garbage out”? While that phrase can be applied to Autotask, I prefer to say it as “if you put nothing in, you get nothing out”. And when it comes to managing a service desk you don’t want to see garbage or even worse, nothing. 

Welcome to the Service Delivery – Tickets, Tabs and Widgets! In this training we will make sure we are setting ourselves up for success by configuring our Service Desk so that we are identifying the information we need for visibility and for the company workflow. We will also be creating Form Templates, Tabs and Widgets to give us the Fact Based Decision Making capability that Autotask provides.

Whether you’ve inherited an Autotask Database and are looking to clean it up or are starting with a brand-new site this training is perfect for anyone. Seriously.

After this training you will be able to:  

Properly configure:

  • Service Desk
  • Dispatch Calendar
  • Dashboard Tabs

Create in Autotask:

  • Form Templates
  • Service Level Agreements
  • Dashboard Tabs
  • Ticket Widgets

Datto Office
20N Martingale Rd
Suite 450
Schaumburg, IL 60173


8:30AM - 9:00AM       Breakfast and Registration

9:00AM - 9:10AM       Introduction and Expectations

9:10AM - 10:00AM     Configuration: Configure Service Desk and Create Form Templates

10:00AM - 10:30AM    Workshop & Break

10:30AM - 12:00PM    Scheduling: Dispatch Calendar and Ticket Work Listh

12:00PM - 1:00PM      Lunch & Workshop

1:00PM - 2:00PM        Managing: Service Level Management and Dashboard Tabs

2:00PM - 2:30PM        Workshop & Break

2:30PM - 3:30PM        Automation: Workflow and Notifications

3:30PM - 4:30PM        Workshop