Open items directly in Autotask

Proxuma is fully streamlined with Autotask. Use the system to access the task or ticket item in Autotask instantly.

📝Note: For a seamless experience, please log in to the correct Autotask account you connected with Proxuma first before proceeding to the steps below.

• Using the Plan bucket's search box
• Opening tasks and tickets in Autotask from the plan bucket
• Opening tasks and tickets in Autotask from the planning screen

You always have the option to view a created Task or Ticket directly in Autotask from the Plan Bucket. Once you are redirected to Autotask, you will see the complete details of the task item, allowing you to edit its details inside Autotask.

Here's how you can do it:

1. Go to the Planning screen.📅

2. Click Plan bucket.🪣

3. All tasks and tickets that aren't yet planned will be listed in the Plan Bucket.🎫

💡Pro tip: Use the search box to find a task or ticket quickly. Once displayed on the list, click the task title to access it in Autotask.

4. This process will redirect you to the created task item in Autotask.🔄

From this window, you have the option to view a more detailed information about the task. If you need to edit the item, you can do that process here as well.📝

5. To access the full details of the project, click the project's name listed in the To Plan item.🔍

💡Learn how to setup the view setting of your Plan bucket here.

6. You'll now see the full details of the project in Autotask.📑

Use Proxuma to quickly view a particular service item in Autotask with just a single click.

To view a service item directly in Autotask, follow these steps:

1. Go to the Planning screen.📅

2. Click the service call that you want to access.📋

3. Click the task title to view the task item in Autotask.📝

💡Pro tip: You can also click the task or ticket item's name directly from the Planning screen to open the item in Autotask.

4. You'll be redirected to Autotask's Service Call page, displaying the task or ticket item created using Proxuma.📝

5. To view the company's information in Autotask, click this link.

6. This will open up a new tab in your browser with the company's information in Autotask.🌐

7. If you need to view the project's name, click the Expand icon.📂

8. Click the project's name.📑

9. This will redirect you to the project's details in Autotask. 🔄

Plan bucket - default filters

A step-by-step guide on setting up the default filters of the Plan Bucket.

Copy and delete a service call

Quickly copy or delete a service call in the Planning Screen.

Planning screen view settings
Fully customize your Planning Screen's row and column display by configuring the Planning Screen's View Settings.

Plan bucket view settings
Display or hide the details displayed on your Plan Bucket's items using the Plan Bucket View Settings.