Self Evaluation Survey | Submission
Thank you for taking this self-evaluation. Here are a few of the ways you can improve and maximize your Autotask utilization:
- Review the Autotask You-Tube training videos
- Review the Autotask Documentation
- Join an MSP-Ignite IT Service Manager Peer Group
- Contact an Autotask Certified Consultant Partner (CCP)
- Schedule a review session <– click here
As a bonus, I also wanted to share these instructions to build Kim Drumm’s weekly live time entry competition widget in Autotask: (provided with Kim’s permission, of course)
- Add Widget
- Choose a widget from the widget library > next
- Work Entries – last one in the list
- Overall Hours Worked this Week > next
- Change title to something more meaningful – ex: “Team Hours Worked this Week.”
- Clear out “Also report on…” field
- Group Data By Resource
- Secondary Grouping: Work Date Day of Week
- Add the second filter: Resource, In List,
- Save and enjoy!
If you want more tips like this, schedule your review today!