Autotask hosts a weekly webinar designed for new users called PSA End User Training. This hour-long training session includes a demonstration of basic Autotask PSA End User functionality including using dashboards and widgets, searching account information, updating tasks and tickets, and entering time.
All new Prototype:IT employees are required to view the PSA End User Training webinar.
In addition to the PSA End User Training, there are additional videos below which may be helpful:
dashboard tabs and widgets
working with autotask tickets
Autotask form templates
for ticket creation
Hour-long Webinars give a deeper dive into projects, contracts, reports, ticketing, etc. This can also be accessed within Autotask by choosing the question mark at top-right of screen, and Live Webinar & Training Center.
Getting started with
dropbox for business
How to Use RingCentral for Desktop
How to Use RingCentral Meetings
In addition to the course, please review the articles and video below
In addition to the videos, please review the guidelines below
Prototype IT Champions
This document contains a listing of our resident subject matter experts.