Step three should be “Move to folder” (optional) Now, when you receive an email in your inbox that needs to go to Autotask, simply click this “Quick Action” button, and it will sent to Email2AT to be converted to a ticket.

Step two should be “Mark as Read” (optional).Select “Automatically send after 1 minute delay”.Click the “Show Options” button (the screenshot shows “Hide Options”).

Set the “to” address to an Email2AT-bound email address.

Step one should be “Forward message as an attachment”.

In Microsoft Outlook 2010, navigate to the “Home” tab of the ribbon, then create a new Quick Step Give the Quick Step a unique name (such as “Send to Autotask” or even simply Configure 3 steps: We just added a feature that we’re VERY excited about! When you receive an email in your Microsoft Outlook inbox that belongs in Autotask, you can now move it to Autotask with ONE click and NO pop-up windows. Also, versions of the Outlook Addin, Windows & Mac desktop agents are also available here. Please visit the main page of Autotask MS Outlook Extension on Software Informer.

Autotask outlook add ins