Configuring the major Autotask features

This topic provides links to the Activations topic and the configuration overview topics of all major Autotask features.

Feature activation

Autotask features that are not used by a majority of customers can be disabled and hidden. This simplifies the user interface for new customers and customers who only use core elements of the app. You can enable additional features when you are ready to use them.

Refer to Activations.

Feature configuration

For all Autotask core features, you have a large number of customization options that allow you to match Autotask to your company's workflow. The following topics contain an overview of customization options for each main feature or area, with links to the specific topics that describe the configuration steps.