Autotask downloads

SECURITY  Security level with Admin permission to configure Application-wide (Shared) Features. Refer to Admin security settings.

NAVIGATION   > Admin > Features & Settings > Application-wide (Shared) Features > Downloads

The Downloads page provides access to all templates for data import and the Microsoft Outlook Extension. To open the page, use the path(s) in the Security and navigation section above.

  • To download an item, click the arrow in the Download column.

Import templates

For information on data imports, refer to Importing or updating data.

MS Outlook Extension

For information about the Outlook Extension, refer to The MS Outlook Extension.