Prerequisites
- The Autotask integration is set up in Thread. See Set up the Autotask PSA ticketing integration.
- Thread chat and TimePad insights are enabled on your ticket categories. See Enable Thread chat and TimePad insights in Autotask.
- Google Chrome.
Install the extension
1
Open the Chrome Web Store listing.
2
Add it to Chrome.
Click Add to Chrome, then confirm the permissions in the browser prompt.
3
Open an Autotask ticket.
Open any ticket in Autotask that has Thread Insights enabled on its category. The Thread Insights area on the ticket now uses the expanded layout provided by the extension.
Updates
Chrome updates installed extensions automatically. When a new version of Thread for Autotask is published, Chrome picks it up on its normal update cycle. To force an update, openchrome://extensions, enable Developer mode, and click Update.
Troubleshooting
- The Insights area looks the same as before. The extension only changes how insights are rendered; it does not enable them. Confirm insights are enabled on the ticket category following Enable Thread chat and TimePad insights in Autotask.
- The extension isn’t loading on Autotask pages. Check that the extension is enabled at
chrome://extensionsand that you granted it permission to run on your Autotask domain.