How to Print Out Ticket or Task Info in Autotask for Use During Onsite Jobs

How to Print Out Ticket or Task Info in Autotask for Use During Onsite Jobs

In the Task or ticket, there is a button on the upper right that says "Print View".

After clicking the button, you can choose what info you'd like to print out by opening the "ITEMS TO DISPLAY" section:















You can print checklists, description, notes (called "Activity"), etc. to make it easier to work the ticket while onsite. Once you make your choices, click the "Apply Selection" button.


You can check off the lists on the printed copy, and then, when time allows, go back to the ticket interface and edit the ticket accordingly.


    • Related Articles

    • Customer Support Request (Current customer, non-help desk)

      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 on the phone, create tickets and prioritize when ...

    • 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. When you create a ticket, choose the category before doing anything else. The ticket's category can change as our knowledge of the underlying issue ...

    • List of Note Templates in AutoTask

      Here is some general info about Autotask Notes. (You must be logged into Autotask to view the article.) Notes are one type of form template in Autotask. Here are some of the more common ones we use. Not all note templates are available in all ticket ...

    • Entering Ticket Time Entries in AutoTask

      This article is about ticket time entries. This is not about task time entries. The purpose of the time entry is to: document time spent on assignments, help us decide what to bill the customer for, justify the charges to the customer document ...

    • All About Autotask Ticket Notes

      Ticket Workflows 1. If you are updating a ticket, please add a note. Do not edit the description of the ticket as a way of adding a note. 2. If you are taking over a ticket, please make sure to read all the ticket notes and time entries before ...