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:   From Contact Screen:    Opportunity:

• Related Articles

• How to Integrate Autotask CRM with AMP

  To integrate AMP with your Autotask account, click on your User Profile at the top-right of the screen, then select "user profile" above your User Profile image. Click on “Configure CRM” Click on “Configure” Enter your Autotask username, password & ...

• How to generate CRM TODO / activity Autotask

  Posted by The Team at Mindmatrix on 13 August 2018 06:25 PM This article will display how todo activities are generated for Autotask .  ToDo for Autotask can be generated under Contact or Opportunity.  Within Mindmatrix contact todo will be generated ...

• How to get started with CRM TODO / activity in Salesforce

  Reference this article to get started with ToDo notifications from Mindmatrix. https://helpdesk.mindmatrix.net/portal/kb/articles/create-smartlist-todo-notificationsl This article will display how todo activities are generated for Salesforce. ToDo ...

• How to get started with CRM TODO / activity in Connectwise

  Posted by The Team at Mindmatrix on 14 August 2018 04:34 PM Reference this article to get started with ToDo notifications from ...

• How to get started with CRM TODO / activity Zoho

  Posted by The Team at Mindmatrix on 13 August 2018 05:02 PM Zoho CRM holds activities in the activities module, as well as inside of each of the mentioned areas. Screens shots are below, the open activities are open in Mindmatrix and also can be ...