One of the benefits of Strety for EOS or 1x1 Management, is that it doesn't feel like another tool you have to log into. Especially for To Dos that come out of Meetings, Rocks, Issues, and Headlines. This is because we have the ability to link a To Do to Autotask Tickets.
And even better, when a Autotask Ticket is in a resolved status, Strety will mark that To Do as closed automatically! (Note, we sync every 30 minutes unless you manually sync from the To Do). See a video for how this works!
Additionally, you can also link your Rocks within Strety to Autotask Projects!
Connecting the Integration
Autotask is an "Org Wide" Integration within Strety and must be configured by an Admin user under "Adminland".
1. Create an API User within Autotask and select the default "API User" Security Level.
Note: If you'd like to create a custom Security Level, you can certainly do so by following this Autotask KB Article Managing Security Levels and applying the security permissions below:
Custom Autotask Security Level Permissions (Click to Expand)
Custom Autotask Security Level Permissions (Click to Expand)
CRM Section
Project Section
Service Desk Section
2. Authenticate Integration within Strety:
Click on Profile Avatar Image > Adminland > Integrations > Add Autotask
Creating an Autotask Ticket from a Strety To-Do
Create a "To-Do" from "Quick Create", your Team's "To-Do" page, or from any of the other locations you can create a To-Do from.
Select the "Link to Autotask" and pre-configure the "Account, Priority, Queue, and Assignee" for the new ticket:
Linking a Strety Rock to an Autotask Project
Create a "Rock" from "Quick Create", your Team's "Rock" page, or from any of the other locations you can create a "Rock" from.
Set Rock "Progress Type" to "Integration"
Choose "Autotask Project" from dropdown list.
Notes on the Integration
Once you link a To Do to Strety, you cannot mark it as closed or not closed in Strety. You have to manage the completion of the To Do from the Autotask ticket itself.
Strety To Do's can only link with Service Tickets.