Autotask
Your Company Dashboard
When you log into the Client Portal, you will land on your company's ticket dashboard. From here, you can access the most important information, such as tickets awaiting your team's attention, ticket…
Learn MoreHow to log into Autotask
How to log into Autotask. To log into Autotask, you can navigate to the below URL. https://solutionists.ITClientPortal.com/ When logging into Autotask for the first time, refer to your welcome email…
Learn MoreAutotask Overview
Autotask Overview. The Autotask Client Portal lets you log tickets and view open tickets as well as projects on your company dashboards. You can also interact with us by adding notes to tickets. Type…
Learn MoreNavigating the Client Portal
When you log into the client portal of Autotask, you will land on your Company dashboards by default. From here, there are a few different ways to navigate to other areas within the client portal. Da…
Learn MoreHow to Log a Ticket
Ticket Info:. When logging a ticket in AutoTask it is important to add in all key information. This allows for quick and efficient triaging to take place. Meaning the appropriate resource can be allo…
Learn MoreManaging Your Tickets
Within the Autotask Client Portal, you can click into a ticket to communicate with us from your dashboard widgets, the Homepage or via the Top navigation. Ticket Communication. You can communicate wi…
Learn MoreHow to enable Client Portal pop-ups in your browser
Depending on your browser settings, you may click on a ticket link in an Autotask email that will not open up the ticket within the Client Portal. This is generally due to pop-up browser settings. Yo…
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