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Autotask Features

What are the features of Autotask?

Incident Management

  • Automate Ticket Routing
  • Ticket Prioritization
  • Ticket Notifications
  • Knowledge Base
  • Knowledge Base/Ticket Integration

Reporting

  • Dashboards
  • Time Tracking
  • Surveys

Access & Usability

  • Mobile
  • Self Service
  • Active Directory
  • Multi-Channel Access

Administration

  • Reports & Analytics

Service Desk

  • Help Desk
  • Incident Reports

Filter for Features

Incident Management

Automate Ticket Routing

Routes tickets automatically to the appropriate user. 184 reviewers of Autotask have provided feedback on this feature.
82%
(Based on 184 reviews)

Ticket Prioritization

Prioritizes tickets based on factors configured by the user. This feature was mentioned in 183 Autotask reviews.
85%
(Based on 183 reviews)

Ticket Notifications

Based on 183 Autotask reviews. Notifies the IT team when a ticket needs action.
84%
(Based on 183 reviews)

Knowledge Base

Based on 179 Autotask reviews. Provides a forum for answers to common questions.
71%
(Based on 179 reviews)

Knowledge Base/Ticket Integration

Based on 180 Autotask reviews. Integrates knowledge base articles into a ticket.
74%
(Based on 180 reviews)

Reporting

Dashboards

As reported in 183 Autotask reviews. Displays important metrics relating to performance.
87%
(Based on 183 reviews)

Time Tracking

Tracks time worked on a ticket. 183 reviewers of Autotask have provided feedback on this feature.
89%
(Based on 183 reviews)

Surveys

Provides surveys to measure employee satisfaction. This feature was mentioned in 179 Autotask reviews.
74%
(Based on 179 reviews)

Access & Usability

Mobile

As reported in 180 Autotask reviews. Enables access to service desk features via mobile device.
60%
(Based on 180 reviews)

Self Service

As reported in 179 Autotask reviews. Enables employees to view the status of their tickets.
79%
(Based on 179 reviews)

Active Directory

As reported in 175 Autotask reviews. Provides a directory of all users within an organization.
73%
(Based on 175 reviews)

Multi-Channel Access

As reported in 173 Autotask reviews. Enables access to service desk features through multiple channels such as email, phone, or the portal.
76%
(Based on 173 reviews)

Administration

Change Management

As reported in 140 Autotask reviews. Tools to track and implement required IT changes in a system.
81%
(Based on 140 reviews)

Asset Management

Tools to organize and manage all IT assets within an organization. This feature was mentioned in 142 Autotask reviews.
80%
(Based on 142 reviews)

Reports & Analytics

A means to view and analyze a large amount of data in order to gain business insights. 144 reviewers of Autotask have provided feedback on this feature.
82%
(Based on 144 reviews)

Standard Integrations

Based on 127 Autotask reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
79%
(Based on 127 reviews)

Workflow

Based on 124 Autotask reviews and verified by the G2 Product R&D team. Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
82%
(Based on 124 reviews)

Access Management

Based on 124 Autotask reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.
81%
(Based on 124 reviews)

Service Desk

Help Desk

Based on 147 Autotask reviews. A place for users to submit tickets when they require IT help.
91%
(Based on 147 reviews)

Incident Reports

Reports based on IT incidents so IT members can prioritize high risk issues and maintain a record of problems and how often they occur. This feature was mentioned in 144 Autotask reviews.
85%
(Based on 144 reviews)

Process Workflow

As reported in 144 Autotask reviews. The ability to create flowcharts and other means to outline specific processes to ensure that all requirements are met.
84%
(Based on 144 reviews)

Functionality

Ticketing System

Provides a service desk for users to submit tickets for IT-related issues. 142 reviewers of Autotask have provided feedback on this feature.
92%
(Based on 142 reviews)

Performance Logging

Based on 139 Autotask reviews. Tracks action-by-action asset performance with machine- or human-readable logs.
84%
(Based on 139 reviews)

Alerting

Based on 142 Autotask reviews. Creates alerts when tracked assets encounter errors or performance issues.
86%
(Based on 142 reviews)

Automation

Automates repetitive tasks associated with IT service operations and maintenance. 141 reviewers of Autotask have provided feedback on this feature.
85%
(Based on 141 reviews)

Management

Reporting

Provides graphics, dashboards, and general reporting around IT service, assets, and incidents. 142 reviewers of Autotask have provided feedback on this feature.
81%
(Based on 142 reviews)

Administration Console

As reported in 143 Autotask reviews. Provides administrative tools for routine maintenance, upkeep, and tracking.
83%
(Based on 143 reviews)

Access Management

Based on 141 Autotask reviews. Gives administrators control over user privileges and accessibility for IT assets.
84%
(Based on 141 reviews)

Asset Management

Gives administrators control over hardware and software resource allocation and tracking. This feature was mentioned in 139 Autotask reviews.
80%
(Based on 139 reviews)

Policy Dictation

Based on 138 Autotask reviews. Controls policies and configurations across business applications and hardware.
76%
(Based on 138 reviews)

Customer Management

Customer Profiles

Based on 129 Autotask reviews and verified by the G2 Product R&D team. Maintains a central repository of customer information and communications.
82%
(Based on 129 reviews)

Sales

Based on 126 Autotask reviews and verified by the G2 Product R&D team. Identify sales opportunities and manage leads pipelines by customer or region.
74%
(Based on 126 reviews)

Marketing

Based on 125 Autotask reviews and verified by the G2 Product R&D team. Create and manage marketing campaigns and track their performance
66%
(Based on 125 reviews)

Client Portal

Based on 129 Autotask reviews and verified by the G2 Product R&D team. Provides a portal for clients to view project progress, budgets, resources, project documents, etc.
74%
(Based on 129 reviews)

Project Management

Project Planning

Generate plans that define tha main activities and resources needed for a project 128 reviewers of Autotask have provided feedback on this feature.
71%
(Based on 128 reviews)

Project Tracking

Based on 126 Autotask reviews and verified by the G2 Product R&D team. Monitor the progress or all tasks and activities that are part of a project
72%
(Based on 126 reviews)

Resource Definition

Based on 124 Autotask reviews and verified by the G2 Product R&D team. Contains library of skills and resources to allow project managers to find and assign to projects.
76%
(Based on 124 reviews)

Resource Management

Based on 126 Autotask reviews and verified by the G2 Product R&D team. Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.
78%
(Based on 126 reviews)

Accounting

Revenue Recognition

Automate revenue recogniton by project, portfolio, or milestone and deliverable. 125 reviewers of Autotask have provided feedback on this feature.
74%
(Based on 125 reviews)

Invoice Management

Based on 123 Autotask reviews and verified by the G2 Product R&D team. Ability to create and send electronic invoices, including templates that can be customized/branded.
75%
(Based on 123 reviews)

Payments

Accepts multiple types of payments from clients and match with invoices. This feature was mentioned in 119 Autotask reviews.
66%
(Based on 119 reviews)

Project Accounting

Based on 122 Autotask reviews. Deliver features to track and manage costs and revenues by project.
70%
(Based on 122 reviews)

Budget Tracking

Based on 120 Autotask reviews and verified by the G2 Product R&D team. Enables accountants and project managers to track and manage budgets.
67%
(Based on 120 reviews)

Portfolio Management

Portfolio Definition

As reported in 120 Autotask reviews. Define multiple types of portfolios for projects, programs, and services.
70%
(Based on 120 reviews)

Portfolio Performance

As reported in 119 Autotask reviews. Monitor the performance of different types of portfolios and programs.
70%
(Based on 119 reviews)

Risk

Identify risks that may negatively impact the performance of a portfolio of projects. This feature was mentioned in 117 Autotask reviews.
70%
(Based on 117 reviews)

Portfolio Mix

Create the optimal mix of portfolios to achieve operational and financial goals. 117 reviewers of Autotask have provided feedback on this feature.
69%
(Based on 117 reviews)

Analytics

Forecasting

Based on 121 Autotask reviews and verified by the G2 Product R&D team. Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
68%
(Based on 121 reviews)

Reporting

Based on 124 Autotask reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards that can be configured by users.
75%
(Based on 124 reviews)

KPIs

Based on 120 Autotask reviews and verified by the G2 Product R&D team. Include business and financial KPIs that are specific to project and portfolio management .
76%
(Based on 120 reviews)

Platform

APIs

Based on 124 Autotask reviews and verified by the G2 Product R&D team. Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.
83%
(Based on 124 reviews)

Internationalization

Based on 115 Autotask reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
75%
(Based on 115 reviews)

Performance and Reliability

Based on 127 Autotask reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
87%
(Based on 127 reviews)

Mobile

Based on 119 Autotask reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices including phones and tablets.
66%
(Based on 119 reviews)

Offline Access

Based on 118 Autotask reviews and verified by the G2 Product R&D team. Ability to create and access tasks, transactions and reports while not connected to internet.
50%
(Based on 118 reviews)