Before you can link a server to Autotask, please ensure that your Autotask credentials have been set up.
- Scroll to the bottom of the page of the server you want to link to Autotask and you'll see an Autotask section.
- Click on the pencil icon in the Autotask section to start the link process. In the Account field start typing the name of the Autotask account you want to link.
- Select the Contract and Service from their drop downs once the data has loaded, then click Save.
- Once the link has been saved and created you'll be able to view the information in the Autotask section.
Note: If you make a change to a server that requires a change to the contract or service, then you will need to change the link in CloudMGR manually by repeating the above steps.