How to use Autotask PSA integration widgets?

How to use Autotask PSA integration widgets?

Please reach out to support@mindmatrix.net to request this setup for your account.

Steps the administrator will complete:

  1. Go to Setup>CRM>CRM Settings.

  1. Click on Autotask CRM.
  2. Click on views and go to “Sync settings”.
  3. Click on the “Widget” tab.
  4. Select widget name from the drop down and enter corresponding widget key and click on the button that says “Add vendor widget”. 
  5. You will get a pop up “Vendor widget created”, click on “OK” on this message box. Now the widget details will appear in the list below.

The following widgets can be added:

  1. Dashboard
  2. Contact Feed
  3. Email
  4. Playbooks
  5. View Assets 
  1. To add these widgets in “Autotask” go to Autotask CRM.
  2. Click on the tab on the top menu where you’d like to add the widget. (Or create a new tab in Autotask by clicking on “+” icon on the right)
    Note: Most widgets work best in full screen, so it’s recommended to add a new tab.
  3.  In this tab, Click on the “Add widgets” icon. 
  4.  Now on this pop up select the option that says “Choose an integration vendor widget from the widget library” and click “Next” on the bottom.
  5.  A list of widgets will appear on the window, choose the widget that you want to add and click on “Next”.
  6.  Choose the layout size and click on “Finish”.
    Note: Most of the Mindmatrix widgets work best in full screen.
  7.  Now the widget will show under the tab, to which it has been added. 


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