Action: Create Company To-Do

A workflow action to create a Company To-Do in Autotask.

Jason Langenauer avatar
Written by Jason Langenauer
Updated over a week ago

The Create a company to-do for the schedule user(s) in Autotask action creates a company to-do item (as opposed to a service call) in the Autotask calendar of all scheduled users who are configured in TimeZest to have their appointments written to their Autotask calendar.

This action is available when your TimeZest account is connected to Autotask.

Configuration Options

The Action Type dropdown selects the action type with which the company to-do will be created. The values for this dropdown are drawn from the Action Types table configured in the "Sales & Opportunities" configuration section.

The Description section determines what TimeZest will use for the note of the created Company To-Do. You can now edit this to any value you want. We recommend keeping the first line as shown above, as this is what Autotask will show in views with less space, such as the main calendar view.

To insert a variable, which TimeZest will replace with an actual value when it creates the service call or company to-do, simply press Shift + { and select the variable from the list.

You can also only include paragraphs conditionally - for example, in the example above, the online meeting URLs are only included when there is an online meeting created for the appointment. Click the grey margin box to edit the condition.

Additional Logic

TimeZest will skip executing this action when all the scheduled users for an appointment are configured to use a calendar other than Autotask as their writeable calendar.

TimeZest will skip executing this action if no scheduled users have been decided for the appointment. TimeZest only determines exactly which users will be scheduled (primarily when scheduling with teams, where TimeZest has to assign the appointment to a particular team member) after the user has selected their time for an appointment.

TimeZest will also skip this action if no Autotask integration is configured.

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