Add new skill category and skill

Skills define the expertise of each resource, and the rate of their payments depends on the skills that are associated with them. On the other hand, creating a category lets you easily group skills that are related to each other. Remember that you can only add a new skill if you create a skill category first.  

• Accessing the Company Settings and Users in Autotask
• Adding new skill
• Adding a new category

To add a new skill category and skill, follow these steps:

1. Log in to your Autotask account.🔒

2. Hover your mouse over the main menu.🖱️

3. Hover your mouse over Admin and click Company Settings & Users.👥

4. Expand the Resources/Users (HR) section.👤

5. Under Skills Management, click Skills.📚

6. Click the + New Skill Category button.➕

7. Type the name of the Skill Category, then click Save & Close.💾

8. Click the + New button to start adding a new skill.➕

9. Type the name of the skill and select an option from the Category drop-down.🔽

💡Pro tip: Click the plus icon to add a new skill category directly from this window.

10. Once done, click the Save & Close button.💾

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