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Organize Projects by Account Manager in Autotask

Autotask customers have new ways to organize project boards according to company account managers. This is useful for account managers to have a single view of the projects of all their companies.

There are two new features:

  1. Project boards can use swimlanes according to each project's company's account manager. There will be a swimlane for each account manager, each swimlane showing the projects for that manager's companies.

  2. Project boards can be filtered to show projects for only one specific account manager's companies.

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