Understanding Autotask Cards

A card represents a ticket, task, or project on a board.

 

Ticket Cards

  1. Ticket ID. You can easily copy the ticket ID to your clipboard by hovering over the number with your cursor, then clicking the  icon that appears.
  2. Card menu, with these functions:
    1. Send to Top: ranks the ticket at the highest priority in the column
    2. Send to Bottom: ranks the ticket at the lowest priority in the column
    3. Manage Resources: opens a dialog to add or remove resources on the ticket
    4. New Service Call: opens a dialog to create a new service call for resources currently assigned to the ticket
    5. Enter Note: opens a dialog to create a new note on the ticket.
    6. Enter Time: opens a dialog to create a new time entry on the ticket for the currently logged in user.
    7. Show Notes: opens a dialog to display a card's notes. This includes time entry notes.
    8. Change Status: opens a dialog to select a new status for the ticket, including statuses that aren't mapped to any column
    9. Change Priority: opens a dialog to select a new priority for the ticket
  3. Ticket name. Click the summary to open the ticket in a new tab in the Autotask application
  4. Length of time since the last time entry was created for this ticket. This is shown if the column's "Time entries" option is enabled
  5. SLA stages. Time remaining before the current SLA stage for this ticket expires. This is shown if the column's "SLA time" option is enabled
  6. Hours worked and estimated hours. This is shown if the column's "Hours" option is enabled
  7. Priority indicator. Hover your cursor over the ticket to show the priority name
  8. Ticket age. Length of time since the ticket was created. This is shown if the board's "Ticket age" option is enabled
  9. Due date of the ticket. This is shown if the board's "Due date" option is enabled
  10. Length of time since the last note was created for this ticket. This is shown if the column's "Last note" option is enabled
  11. Length of time since the ticket has changed statuses in TopLeft. This is shown if the column's "Status age" option is enabled
  12. Assigned resources. When the assignment has a service call, the resources' image has an outline and hovering over the image shows the service call details.

    For example:
    Ticket tooltip

    The outline color is blue for service calls on future dates, green for service calls on the current date, or red if it is in the past:
    Resource icons
  13. Ticket Queue
  14. Ticket Category
  15. Company name

 

Task Cards

  1. Task ID. You can easily copy the task ID to your clipboard by hovering over the number with your cursor, then clicking the  icon that appears.
  2. Card menu, with these functions:
    1. Send to Top: ranks the task at the highest priority in the column
    2. Send to Bottom: ranks the task at the lowest priority in the column
    3. Manage Resources: opens a dialog to add or remove resources on the task
    4. New Service Call: opens a dialog to create a new service call for resources currently assigned to the task
    5. Enter Note: opens a dialog to create a new note on the task
    6. Enter Time: opens a dialog to create a new time entry on the task for the currently logged in user.
    7. Show Notes: opens a dialog to display a card's notes. This includes time entry notes
    8. Change Status: opens a dialog to select a new status for the task, including statuses that aren't mapped to any column
    9. Change Priority: opens a dialog to select a new priority for the task
  3. Company name, Project name, and project phases. A task will show its Project name and its Phase name if the board's "Project name" and "Phase name" is enabled, respectively.
  4. Length of time since the last time entry was created for this ticket. This is shown if the column's "Time entries" option is enabled.
  5. End date, This is shown if the boards' "End date" option is enabled.
  6. Task Age, Length of time since the ticket was created. This is shown if the board's "Task age" option is enabled.
  7. Priority indicator. Hover your cursor over the ticket to show the priority name.
  8. Hours worked and estimated hours, This is shown if the column's "Hours" option is enabled.
  9. Length of time since the last note was created for this task. This is shown if the column's "Last note" option is enabled.
  10. Length of time since the task has changed statuses in TopLeft. This is shown if the column's "Status age" option is enabled.
  11. Assigned resources. When the assignment has a service call, the resources' image has an outline and hovering over the image shows the service call details.

    For example:
    Ticket tooltip

    The outline color is blue for service calls on future dates, green for service calls on the current date, or red if it is in the past:
    Resource icons
  12. Task name

Predecessor tasks

Task predecessors

The card predecessor field is shown if the board's "Predecessor" option is enabled. If a card has a predecessor associated with it, you can hover over the field and the predecessor will be highlighted if it is present on the board. Highlighting is not supported for predecessor phases.

 

Project Cards

  1. Project ID. You can easily copy the project ID to your clipboard by hovering over the number with your cursor, then clicking the  icon that appears.
  2. Card Menu, with these functions:
    1. Send to Top: ranks the project at the highest priority in the column
    2. Send to Bottom: ranks the project at the lowest priority in the column
    3. Show Description: opens a dialog to view the project's description
    4. Change Status: opens a dialog to select a new status for the project, including statuses that aren't mapped to any column
  3. Task board link: click to open a TopLeft Task board filtered to tasks from this project. The task board that is opened is selected in the board's edit page with the "Task board" field.
  4. Start and end of the project, This is shown if the board's "Start and end" option is enabled.
  5. The Completion percent and duration of the project, this is shown if the board's "Completed percent" and "Duration" options are enabled, respectively
  6. The Actual and estimated hours for a project, This is shown if the board's "Hours" option is enabled. 
  7. Length of time since the project has changed statuses in TopLeft. This is shown if the column's "Status age" option is enabled.
  8. The Project lead resource
  9. Project type
  10. Company name
  11. Project name
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