Devices (assets, configuration items)

SECURITY   Taskfire and Client Portal Manager security levels can add and edit devices. Client Portal Basic and Advanced security levels can view devices. Custom security levels can be configured to prevent adding, editing, and viewing devices.

NAVIGATION   > Devices > Devices

NOTE  They also might be called "assets," "installed devices Your Client Portal instance may be configured to use one fo the following terms instead: Asset, Configuration Item, Installed Asset, Installed Product.," or "configuration items," depending on how your Client Portal A branded web portal through which you and your service providers can collaborate on tickets and projects. is set up. In this article, we will use the term "device."

Devices are hardware or software items (such as laptops, printers, and software applications) that we track and support for you.

When you acquire a new device (such as a desktop computer) that you want your service provider to support or monitor, you can add it yourself through the Client Portal. This makes it appear in our Autotask database and will enable us to more effectively support you if you have problems with it. Refer to Adding and editing devices.

In addition, maintaining an up-to-date list of these items will help you better track your own technology devices.

How to...

Refer to Adding and editing devices.

To reposition a column, click on a column header and drag the column to a new location. You can also use the Column Chooser A tool that allows you to select the columns you want to display on a list.:

  1. Click the Column Chooser icon. A window that displays available and selected columns will open.

To add an available column, select it and click the right arrow. It will be added to the Selected list.

To remove a column, select it and click the left arrow. It will be added to the Available list.

To reorder the columns, highlight a selected column and click the up or down arrow.

  1. Click Save and Close.
  1. Place your mouse over the Export A feature that allows you to extract data out of Autotask to be used for import into other applications. icon at the top of the list and select the type of export you'd like (CSV, Excel, or PDF).

NOTE  If you plan to print the report, select the PDF format.

  1. The exported list opens in a new window.

On the Advanced Filter page, you can filter a ticket list using multiple columns and operators other than Contains. To use advanced filtering, do the following:

  1. Click the Advanced Filter icon above the list.
  2. For each column you wish to filter on, select a filter type (if necessary), an operator, and the values.
  3. Click Apply Filter. This will return you to the ticket grid, with your new filter applied. Click Cancel to return to the ticket list.
  4. To modify the filter from the list, click Edit at the top of the grid.
  5. To clear the filter from the list, click Clear at the top of the grid.
  1. Navigate to > Devices > Devices.

The Devices page will open:

  • To perform a Starts with search in any of the columns, type your search strings into one or multiple fields on the search bar and press Enter. The table is filtered using the criteria you entered.
  • To sort by any column in ascending order, click the column header. To sort in descending order, click the column header again.
  • For more search criteria, click Advanced Filter, then select your criteria and click Apply Filter.

To view or edit a device, click on the pencil icon. Refer to Adding and editing devices.

  1. On the Devices table, locate the device you want to delete.
  2. Click the Delete icon .
  3. Confirm the deletion.

NOTE  You will not be able to delete a device if it is associated with one or more tickets and/or subscriptions. You can set it to Inactive instead.