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Autotask Projects Management

Official

Manage Autotask projects and tasks.

Product & Management#project management#projects#tasks#time tracking#autotask#msps
Authorwyre-technology
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the creation and management of projects, phases, and tasks within Autotask PSA, ensuring organized and efficient project execution for MSP workflows.

Core Features & Use Cases

  • Project Creation: Set up new projects with all necessary details like company, type, and lead.
  • Phase and Task Management: Define project phases, create tasks, assign resources, and set deadlines.
  • Time Tracking: Log time entries directly against project tasks for accurate billing and progress monitoring.
  • Use Case: When onboarding a new client, use this Skill to create a project, define implementation phases, assign tasks to the technical team, and track their progress through time entries.

Quick Start

Use the Autotask Projects skill to create a new project for 'Client XYZ' with project name 'Office 365 Migration'.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Autotask Projects Management
Download link: https://github.com/wyre-technology/msp-claude-plugins/archive/main.zip#autotask-projects-management

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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