In this video, I explore how to set up a workflow in Autotask to automatically close tickets when a specific user logs their work hours. I discuss the importance of filtering tickets based on status and specific criteria to ensure we don’t accidentally close tickets that shouldn’t be closed. I also emphasize the use of user-defined fields (UDFs) for tracking which tickets are affected by the workflow. If you have any questions or want to dive deeper into this topic, feel free to reach out to me. Let’s make sure our workflow rules are effective and safe!
#autotask
#giantrocketship
#autotaskbilling
#autotaskcontracts
#autotaskworkflowrules
Transcript
