Adding Horizon Autotask Widgets

Adding Horizon Autotask Widgets

Overview

This article walks you through registering and configuring the Horizon widgets in Autotask, including the Ticket Insight panel and the full-screen Dashboard Widget.

Prerequisites

  • An active Autotask helpdesk integration configured in Horizon
  • Admin access in both Horizon and Autotask

Part 1: Register Widgets in Horizon

Before Autotask can see the widgets, you need to register them from Horizon.

  1. In Horizon, navigate to Integrations → Helpdesk → Widget Status.
  2. You will see a table listing available widget types: Dashboard Widget and Ticket Insight.
  3. Click the Register button next to Ticket Insight.
  4. Confirm the registration when prompted. The status will show Processing... while it registers with Autotask.
  5. Wait for the status to change to Active.
  6. Repeat steps 3–5 for the Dashboard Widget.

Both widgets should now show a status of Active on the Widget Status page.

Part 2: Enable Widgets in Autotask

We have registered our widgets, but Autotask has not enabled them for use yet. 
  1. Log in to Autotask as an Admin.
  2. Go to Admin → Extensions & Integrations.
  3. Click Others Extensions & Tools at the bottom.
  4. Click Integration Center.
  5. Find Giant Rocketship in the listing and click Edit.
  6. Enable these settings:
    1. General->Active
    2. Integration Vendor Widgets->Active
    3. Vendor Insights->Enable Integration Vendor Ticket Insights->Active
    4. Vendor Insights->Enable Integration Vendor Configuration Item Insights->Active
  7. Click Save & Close.

Repeat for each ticket category where you want the Ticket Insight to appear.

Part 3: Set Up Ticket Insight in Autotask

Once the Ticket Insight widget is registered, you need to enable it on your Autotask ticket categories.

  1. Log in to Autotask as an Admin.
  2. Go to Admin → Features & Settings.
  3. Click Service Desk (Tickets).
  4. Click Ticket Categories.
  5. Edit your Standard ticket category (or whichever category you want the widget on).
  6. Click the Insights tab.
  7. In the Hidden Insights section, find Rocketship Ticket Insight.
  8. Drag it to the top of the Visible Insights list.
  9. Click Save & Close.

Repeat for each ticket category where you want the Ticket Insight to appear.

Part 4: Set Up Dashboard Widget in Autotask

The Dashboard Widget gives your team a full-screen Horizon dashboard inside Autotask.

Create a Shared Tab

  1. Log in to Autotask as an Admin.
  2. From the top navigation, go to Dashboard, then click Manage Shared Tabs.
  3. Click New Tab.
  4. Set the tab name to Rocketship Horizon (or a name of your choosing).
  5. Publish the tab using the publish icon to the right of the tab name.

Add the Widget

  1. On the blank dashboard, click + Add Widget.
  2. Select Choose an integration vendor widget from the widget library.
  3. Click Next.
  4. Select Rocketship Horizon.
  5. Click Next.
  6. For Layout/Size, choose the full-screen option (the icon with 4 arrows pointing outward).
  7. Click Finish.

Share the Tab

  1. From the top navigation, go to Dashboard → Manage Shared Tabs.
  2. Hover over the hamburger menu for your new tab and click Publish.
  3. Click Departments (you can also publish by Security Levels or directly to Resources).
  4. Select the departments you want to share the dashboard with.
  5. Click the back arrow next to Publish Tab.

Result

Your team will now see Rocketship Ticket Insight in the Insights panel when viewing tickets, and the Rocketship Horizon dashboard as a full-screen tab in Autotask.

Notes