How to add Knowledge Base article to AutoTask

How to add Knowledge Base article to AutoTask



If you come across a useful fix, you can add it to the AT knowledge base easily from the ticket:


When you enter a relevant ticket time entry or note, check the box that says “add to resolution”. 


When you’re done with the ticket, click the Knowledge Base link at the top of the ticket and then click “New Knowledge Base Article”.


Try to put it in a category that already exists, or ask Roberta to create a new one if necessary. 


You can edit the article or title as needed. 




    • Related Articles

    • Ticket Note Templates in AutoTask: Reference Guide

      Here is some info about Autotask Notes to start with. Once you understand notes, you'll find it helpful to be familiar with note templates. Notes are a type of form template in Autotask. Here are some of the more common note templates we use. Not all ...
    • Ticket Categories and How to Use Them

      The ticket options all flow from the category. So it's important to start with the correct category. Ticket Category Best Practices and Tips When you create a ticket, choose the category before doing anything else. The ticket's category can change as ...
    • Send a "to do" ticket assigned to a specific tech to AutoTask via email

      Anyone with an internal email account can send a ticket from the nygeekgirls.com email to NEWTICKET@geekgirlsIT.com: The ticket subject must include the tech's first name (or in the case of a temporary employee, the employee's user name; e.g., ...
    • Handling Customer Support Requests

      This article needs organizing when time permits. This is for current customers. For new customers, see “New Client Intake Instructions” Much of this info is intended for the office admin, but it is important for techs to know how to manage customers ...
    • Support and How-Tos for CodeTwo Email Signatures for Office 365

      See attached PDF for licensing info. Support is via email. Graphics issues and sizes in signatures Autotask will not attach links smaller that 150px in height or width. This is configured in the Autotask advance incoming email processing. Use images ...