Task 2. Creating a User-defined Field

To create a user-defined field in Autotask, perform the following steps.

1. Log into Autotask, hover over the Autotask icon

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   , and then navigate to Admin, User-Defined Fields, as shown below.
   
   
   

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   The User-Defined Fields page is displayed.
   
   
   

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2. Click the New button.
   The new fields are displayed.
   
   
   

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3. Create a new user-defined field called Intronis Username (case sensitive), as shown below.
   
   
   

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4. Ensure that the Field Type is set to Text (Single Line).

5. Click Save & Close.
   
   
   

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The new Username is displayed.