Autotask PSA: How can I get tickets submitted on a Friday to automatically have a due date of Monday?

Question

How can I get tickets submitted on a Friday to have a due date of Monday automatically?

Environment

• Autotask PSA

Answer

You can set an automatic due date by implementing a workflow rule which sets the due date to be one business day from the Create Date.

To do so, perform the following steps:

1. Navigate to Autotask menu → Admin → Features & Settings → Application-wide (Shared) Features → Workflow Rules → Service Desk → New.
2. In the General tab, name your Workflow Rule.
3. Under Events, select When a ticket is created by anyone.
4. Under Updates, select Due date is 1 business day from Create Date.
5. Go to the Notification tab, and select the resources you want to notify.
6. Make sure to select a Notification Template at the bottom of the page.
7. Save and close your new Workflow Rule.