The IT Glue Checklists tab

SECURITY  All users will see the IT Glue tab. The contents of the tab will be limited by the user's IT Glue permissions.

NAVIGATION   > CRM > Search > Organizations > click Search > click an organization name >  accessory tabs >  IT Glue Checklists

The IT Glue Checklists tab appears on the accessory tabs of the Organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. page. On this tab, you can establish the connection between your Autotask and IT Glue user accounts.

  • Once established, you can open IT Glue checklists in Autotask or IT Glue, and complete checklists and individual tasks.
  • Permission to view and complete checklists is set by your IT Glue account permissions. You will be able to access the same checklists as in IT Glue.
  • If there are no checklists because the organization is not synched with IT Glue, this is stated in Autotask.

To open the page, use the path(s) in the Security and navigation section above.

To connect to IT Glue, do the following:

  1. Click Establish Connection. The IT Glue log in page will open.
  2. Enter your Email and Password and click Log in. A dialog window will open.
  3. Click Authorize.

    The IT Glue app will open.
  4. In Autotask, a dialog window will confirm that your profile is now connected to an IT Glue user account.
Name Description

Click the refresh icon to execute the search on the current table again, using the same search criteria to find new records that were added since you first performed the search.

Open in IT Glue

When you click this button, IT Glue is launched to the Checklists page of the selected customer. The list of checklists is the same as in Autotask, but in IT Glue, you can also create new checklists for the customer.

Sorting Field and Order

Select how you would like to sort the checklists in Autotask.

Option Description

Complete / Uncomplete

When you select this option, you complete the entire checklist. A check mark will appear on the table row in both Autotask and IT Glue.

Selecting Un-complete Checklist will revert the status.

NOTE  Unlike in Autotask checklists, the individual tasks in the checklist will not be set to complete.

Open in IT Glue

Opens the specific checklist in IT Glue to the list of tasks.

In Autotask, checklist names appear as hyperlinks. Clicking on a checklist name will open the list of tasks that are part of the checklist and allow you to complete individual tasks.

If you need to add tasks, you must open the checklist in IT Glue.