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:


New Ticket


dashboard tabs and widgets

working with autotask tickets

Autotask form templates

for ticket creation

basic navigation


Advanced Autotask

Ticket Timeline

Ticket Categories

Ticket Checklist

Ticket Insights

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


Microsoft Teams



User Settings

How to Use RingCentral for Desktop

How to Use RingCentral Meetings



Getting Started with ITGlue

Support Department Employees Must Complete the Getting Started with ITGlue Course

In addition to the course, please review the articles and video below


Customer Service

In addition to the videos, please review the guidelines below

Prototype IT Customer Service Guidelines


Ticketing Procedures


Prototype IT Champions

This document contains a listing of our resident subject matter experts.