How to get started with CRM TO DO / activity in Autotask

How to get started with CRM TO DO / activity in Autotask

This article covers how "to-do" activities are generated for Autotask. "Todo" activities for Autotask can be generated under Contacts or Opportunities.  


Autotask CRM holds activities in the Todo module, as well as inside of each of the mentioned areas. Screenshots are below.

 

Dashboard / Contact:  

Dashboard Todo Widget

From Contact Screen: 

 

Opportunity: 

Opportunity todo