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Scheduling an Autotask Project Task via Rocketship

You can schedule an Autotask Project Task via Rocketship/CMD.

The easiest way to do this is via the Search bar:

  1. Open the Rocketship WorkBoard dashboard in Autotask
  2. Lock open the side panel
  3. Enter the Task# in the Task Search field
  4. Submit by clicking the Spyglass icon
  5. Rocketship/CMD will open for the Task
  6. From here, you can choose to schedule a WorkEvent under Actions menu (gear icon)
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UPCOMING DECEMBER WEBINAR ON AUTOTASK KANBAN

In this webinar, Dustin Puryear, Autotask expert and MSP industry veteran, will show you how to set up Kanban boards in Autotask, integrate them with your workflow rules, and how to get the most out of them.

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