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Autotask Projects Management

Create and manage Autotask PSA projects, phases, tasks, and time entries.

39|17|Updated Feb 4, 2026
Search Tags:#project management#projects#tasks#time tracking#autotask#msps
One-click install
npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill autotask-projects-management
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Autotask Projects Management
Source: https://github.com/wyre-technology/msp-claude-plugins/tree/main/msp-claude-plugins/kaseya/autotask/skills/projects
Command: npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill autotask-projects-management

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill streamlines the creation and management of projects, phases, and tasks within Autotask PSA, ensuring organized and efficient project execution for MSP workflows.

Core Features & Use Cases

  • Project Creation: Set up new projects with all necessary details like company, type, and lead.
  • Phase and Task Management: Define project phases, create tasks, assign resources, and set deadlines.
  • Time Tracking: Log time entries directly against project tasks for accurate billing and progress monitoring.
  • Use Case: When onboarding a new client, use this Skill to create a project, define implementation phases, assign tasks to the technical team, and track their progress through time entries.

Quick Start

Use the Autotask Projects skill to create a new project for 'Client XYZ' with project name 'Office 365 Migration'.

Frequently Asked Questions about Autotask Projects Management

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate Autotask project creation for client onboarding?▼

Automate Autotask project creation by defining the company, project type, and lead resource to structure client onboarding workflows directly within Autotask PSA.

Can I assign resources and set deadlines for tasks in Autotask phases?▼

Yes, you can assign resources and set deadlines for tasks by defining project phases within Autotask, ensuring structured task management for technical teams.

How does time tracking work for Autotask project tasks?▼

Time tracking for Autotask project tasks works by logging time entries directly against specific tasks, enabling accurate client billing and project progress monitoring.

What is the best way to manage scheduled services and migrations in Autotask PSA?▼

The best way to manage scheduled services and migrations in Autotask PSA is structuring them as projects with defined phases, assigned tasks, and tracked time entries.

Do I need Autotask API endpoints to manage projects and tasks?▼

Yes, you need Autotask API endpoints for project and task manipulation, as the skill requires direct API interaction to create projects, define phases, and log time.

Are there limitations when using Autotask for complex phase definition?▼

Limitations involve structuring complex phase definitions through API interactions, requiring precise task assignment mapping to avoid workflow misalignment during client implementations.

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