Activations

SECURITY  Administrator and security levels with the Admin > Activations setting enabled.

NAVIGATION   > Admin > Admin Categories > Activations

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.

  • Click the Learn More link to review the documentation about a feature.
  • To enable a feature, select the check box in the left column, and click Save.
  • To disable a feature, clear the check box in the left column. A message will warn you about changes to existing functionality. Click OK to proceed.

NOTE  You must log out and back in to see the features enabled.

There are a couple of limitations:

  • Some features are not available when you license the Essentials edition of Autotask. You will still see these features listed on the Activations page, but when you select them on the list, you will see the following error message: "Your current contract does not allow access to this feature. Contact your Account Manager for details."
  • Some features are available as an add-on we charge for.

Here is an overview of the features that are available with each edition. A light check mark means the feature is available, but not automatically enabled.

Feature Name Essentials Growth Premium Ultimate

Block Hour Contracts
A Block Hour Contract is set up when clients prepay for a block of hours, usually at a preferred rate, and then the prepaid hours are reduced as billable work is performed. The contract maintains the balance of hours.

Boards
Boards are a way of organizing tickets into a Kanban-style layout grouped into columns and rows by preset criteria.
Change Management
The primary objective of change management is to control and enable beneficial changes with minimum disruption to service delivery. The Change Management feature allows you to track and manage change requests, approvals, and any associated problems or incidents.

 

Client Portal Early Access Opt-In
Enable this feature to opt-in to the early adopter program and provide an enhanced service desk experience to your customers. Each client organization can be enabled separately after the feature is turned on.

 
Co-managed Help Desk
Co-managed IT services are a business model where a service provider (MSP) works in a long-term partnership with the in-house IT staff of a customer, or with other external resources who are not employees or contractors paid by them directly.		 Add-on Add-on Add-on Add-on
Contact Groups
Contact Group Manager is a valuable contact management and notification tool for customer support and marketing. It allows you to organize contacts into flexible groups and then communicate with all members of the group at one time.

Cooper Copilot

Cooper Copilot is a set of automations and utilities that help you work more efficiently and effectively.

 

 

 

Dispatch Calendar
The Dispatch Calendar is a customizable multi-user calendar that allows you to see multiple resources' calendars in one place.
Documentation
The Autotask Document Management feature lets you collect and reference documents related to a customer right inside of Autotask. If you are using the Client Portal, you can even share selected documents with your Client Portal customers.

 
Domain & SSL Certificate Tracking
Autotask has added two device system categories that have been optimized for tracking domains and SSL certificates.

 
Expenses
In almost any business, employees occasionally incur expenses that must be reimbursed by the company. Autotask's expense tracking tool will help you and your employees manage expenses.

Fixed Price Contracts
Fixed Price contracts allow you to bill your customers in fixed installments (milestones).
Incoming Email Processing
Incoming Email Processing converts emails to Autotask tickets, ticket notes, ticket time entries, project notes, task notes, or task time entries. The Subject line is converted into the entity title, and the email Body is converted into the description.

Add-on
Inventory
If your company needs to keep certain items on hand to respond quickly to customer issues, Autotask's Inventory feature can provide a basic solution for you. The Inventory module tracks the entire workflow from purchasing to installation.

 
Knowledge Base
The Autotask Knowledge Base is not just an internal repository of information, it also supports automated problem and resolution searching. Use it to build your own, organization-specific knowledge base by collecting and organizing your company's knowledge and disseminating it to your resources.
Opportunity Assessment
Autotask customers with an active, outbound sales effort will benefit from an integrated opportunity assessment tool that allows you to introduce a structured sales approach. Once Assessment questions have been answered, you will see the Assessment Insight on the Opportunity Detail page.

 

 Add-on Add-on

Opportunity Management
Your Autotask instance has features that allow you to forecast sales and generate quotes for customers and prospects. A potential sale you have identified is called an opportunity in Autotask.
Opportunity Won/Loss Reasons
Every opportunity, won or lost, provides valuable insights into your sales process. Comparing the primary reasons why you won or lost opportunities over a period of time can help to identify the strengths and weaknesses in your sales efforts.

Organizational Structure (Line of Business)
Lines of business let you group products and services under one department or team, based on product type, customer size or needs, channel, or brand. The organizational structure is a configurable, two-level (division > line of business) system of tags that lets you segment data in Autotask to enhance security, and classify billing items.

Per Ticket Contracts
Per Ticket contracts allow your customers to pay you on a per-ticket basis by pre-purchasing a group of tickets.

Problem Management

Enables Problem/Incident ticketing workflow, following ITIL guidelines.

Procurement
Procurement is an Inventory add-on that streamlines purchasing, receiving and delivery of items, creating a workflow from initial sale to final delivery.

 
Project Management
A project is a planned set of steps required to meet a specific business objective. Whether client facing or internal, short or long term, a project will likely include a schedule with phases, assigned tasks with set deadlines, a project team, a budget, and reports to help monitor progress.
Quoting
Quoting lets you create customer-facing sales proposal documents. The items offered on these documents can ultimately become billing items when the opportunity is won.

Quoting Prompt
When this option is selected and there is an active integration with Kaseya Quote Manager (formerly Datto Commerce), users will be asked if they want to create an Autotask quote or a Kaseya Quote Manager quote. If there is an active integration with Kaseya Quote Manager and it is not selected, all new quotes will be created in Kaseya Quote Manager. If there is no integration with Kaseya Quote Manager, all new quotes will open the Autotask quote page, regardless of this setting.

Retainer Contracts
Retainer contracts allow your customers to pre-pay you on a retainer basis. Funds are used as work is performed.

RMA
Return Merchandise Authorization is support for a workflow that enables the return, repair, and replacement of customer Configuration Item.

Service Calls
A service call is a type of scheduling item that reserves time for a specific customer on an individual user's calendar and the Dispatch Calendar. One or multiple tickets and possibly tasks are added to the service call, and are now "scheduled" to be worked on during that time.
Service Level Management (SLA)
Service level agreements (SLAs) define your standards for service delivery, and automatically monitor your success in meeting those standards.
Skills Management
Skills Management tracks three areas: Skills, Certificates/Training, and Degrees. Skills track resource qualifications or abilities that are not formally certified, but are crucial to your organization. Certificates and Trainings track courses that resources have completed. Degrees track formal educational degrees.

Subscriptions
Subscriptions are recurring payments for devices that can be used when there is no need to track the cost of labor against the revenue from the billing subscription.

Taskfire**
Taskfire lets you deliver a unique internal ticketing system to your clients, which you can deliver separately or bundled with your managed services. Taskfire is powerful enough to be a complete Internal IT system and simple enough to for your client gatekeeper to just triage tickets and decide which ones get escalated to you.

Add-on

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Team Walls & Newsfeed
Enables internal communication tools via conversation walls/newsfeeds

Weekly Billable Hours Goal
The Weekly Billable Hours Goal establishes the number of billable hours for a resource that will be used to measure their productivity.

Workgroups
Workgroups are teams of resources that can be assembled as needed, without regard to role or department membership.

**If you disable Taskfire on the Activations page, make sure it is disabled on each individual organization first. If you do not, it will prevent inactivating the organizations in the future.