Schedule project tasks - Autotask | Voters

Schedule project tasks - Autotask

Sean Robertson

It's great that we can schedule reactive work for the service desk. It would be fantastic if we could schedule the proactive side of the business.

Tickets and tasks are separate items in Autotask, being able to schedule project tasks is a critical item for anyone using project in AT.

July 12, 2021

Jason Casuga

Merged in a post:

Add scheduling insight for AT Project Tasks

Jacob Baughn

The scheduling insight is not available for AT Project Tasks, limiting its utility in project scheduling.

November 10, 2023

Jason Langenauer

Hi Jacob,

At the moment, Autotask only supports the display of vendor insights like TimeZest on tickets and configuration items. You'd have to get Datto to add support for insights to project tasks, but TimeZest will certainly implement it if/when they make it possible.

Melissa

Jason Langenauer: I second this. I have also approached Datto for this to motivate for it to happen. I think the more people vote the quicker they will need to implement.

Alia Davis

Melissa: Do you have a post on the Datto Community Boards that we can go support? Please link it if you do! We do really need this for our projects!

Jason Langenauer

We've looked into this some more, and it's still not technically possible. We can probably work around the lack of a contact on a project task, but the second issue is that Autotask doesn't support "vendor insights" on tasks (just on tickets and configuration items) which is what TimeZest uses to display the Insight where you can schedule against tickets.
We would need to display the Insight to get around the issue where tasks don't have contacts, and we would offer some UI to select a contact manually, but without that, we can't really do anything.
To progress on this, make whatever requests you can to Autotask to add support for vendor insights on project tasks, which is the technical barrier to us working on this.

Matthias Kittok

Jason Langenauer: I've submitted and idea to the PSA board. Awaiting review.

Christoph Schulze

Jason Langenauer: done.
Vendor Insights: https://psa.ideas.datto.com/ideas/PSA-I-10921
Expose Contacts on tasks: https://psa.ideas.datto.com/ideas/PSA-I-9950

Gary Halbig

Please add this!

Christian Libicz

Yes please this would be very helpful!

Christoph Schulze

atm Autotask is missing the needed API capabilities, therefore you need to vote for the following idea at Autotask's idea portal as well:
https://psa.ideas.datto.com/ideas/PSA-I-9950
Sean Robertson maybe you can include that info in the intro post?

Sam Bergin

Agreed 100%

Ariel Cidro

YES!!!

Jason Langenauer

We'd love to add this, but it's unfortunately not technically possible: the information we can obtain from the Autotask API regarding a project task only includes the account it's associated with (as does the associated Project), rather than an individual contact.

Without this information, TimeZest can't know who to send the email asking the client to select a time for their appointment.

Peter Freitas

Jason Langenauer: Would it be possible to allow it to work with project tasks and it must require a contact to be selected, instead of it simply being an option when sending it from within a ticket?

Christoph Schulze

Jason Langenauer: Datto has quite a similar feature request board. Pls vote for this idea, to extend the functionality of the Autotask API to expose task contacts:

https://psa.ideas.datto.com/ideas/PSA-I-9950

Al Wallace

Jason Langenauer: Please Jason, Find away, Not having this capability is hand cuffing,

Adam Berti

This is really important and holding us back from using Projects properly with booking client meetings. Looks pretty popular - any updates on this?

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