AutoTask Terminology
Most of the terminology in MSPCFO was created using the terms that are common in the first PSA developed - ConnectWise. The following table shows the equivalent terms for
AutoTask.
| ConnectWise (CW) | AutoTask (AT) |
|---|---|
| Agreement | Contract |
| Agreement Additions | Recurring Service/Bundles |
| Agreement Category |
Agreement Type (set in AT), but can be expanded using Agreement Category |
| Member | Resource |
| Board | Ticket Category |
| Service Type | Issue |
| Sub Type | Sub-Issue |
| Item | Item |
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