Workflows & Notifications in Autotask
This guide provides step-by-step instructions on how to set up workflows and notifications in Autotask. By following these steps, users can automate processes and receive timely notifications, improving efficiency and productivity in their Autotask workflows.
Samantha Cartwright
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7 steps
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50 seconds
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Click here:
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Click "Admin"
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Click "Automation"
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Click "Workflow Rules"
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Click "Workflow Rules"
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Alert! - This will likely take about 10-30 seconds to load.
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Click "CRM"
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From here, you can edit existing workflows, or create new ones.
