Remote Monitoring & Management Help

Create Autotask User Defined Fields

Within Autotask click the Autotask menu:

  1. Go to Admin > User Defined Fields
  2. Navigate to Configuration Items
  3. Click New
  4. Populate the new User-Defined Fields with the required information
  5. Click Save to apply settings

A new field can be configured for each asset you wish to import into Autotask from the Dashboard.

atask_udf_settings atask_udf_new