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!
How Strety Creates To Dos in Autotask
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 ticket itself.
Strety only links with Service Tickets. Soon we will have the ability to create/link to Project Tickets and Activities
How to Create the Autotask API User
Creating an Autotask Ticket from 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
