Articles

 FAQ - Frequently Asked Questions

Is this something we install on our own server? No. As part of the monthly fee, we provide cloud...

 Configuring ConnectWise Manage Security Roles and API Members

TopLeft needs access to your ConnectWise Manage application to download tickets, opportunities,...

 Configuring Autotask API User

TopLeft needs access to your Autotask application to download tickets, accounts, resources, and...

 Accessing TopLeft

It only takes a moment to set up your TopLeft account, because your TopLeft profile is mostly...

 Configuring New Connectwise TopLeft User Accounts

To allow a new ConnectWise user to log into your organization's TopLeft application, just do...

 Configuring New Autotask TopLeft User Accounts

To allow a new Autotask user to log into your organization's TopLeft application, just do this:...

 Selecting Administrative Users

Administrators can convert any user to be an admin so they can also create and manage TopLeft...

 Selecting Licensed Members

When you signed up for TopLeft you chose how many licenses to buy. Now you need to assign those...

 Setting Up Your First TopLeft Kanban Board

You've logged into TopLeft and see your first board. Congratulations! Now you can set it up in a...

 Getting Credit for Referrals

TopLeft offers a referral program that reduces your own fees for each customer you refer. To read...

 Getting Help

TopLeft can help you make great improvements to your workflows and we want to make sure the...

 Using ConnectWise Priority Colours On TopLeft Tickets

Configuring Ticket Priority ColoursTopLeft shows the priority of a ticket by the colour of the...

 Configuring Manage Hosted API to embed TopLeft in ConnectWise

TopLeft boards can be embedded in ConnectWise Manage as a tab. This makes TopLeft even easier to...

 Configuring Custom Menu Entries to Embed TopLeft in ConnectWise

TopLeft boards can be embedded in ConnectWise Manage as a custom menu entry. This makes TopLeft...

 Customizing ConnectWise Email Templates

Topleft Kanban can notify ConnectWise Manage to send emails to associated resources when time...

 Permitting TopLeft to Access Your ConnectWise Manage

This applies only to on-premise ConnectWise Manage customers. If access to your ConnectWise...

 Configuring Browser Settings for Autotask

You can open tickets from your TopLeft Kanban board  in Autotask PSA by clicking a card's...

 Configuring Autotask Ticket Priority Colours

TopLeft shows the priority of a ticket by the colour of the bar on the left side of the card....

 Configuring Ticket Callouts for Autotask

To complete your setup of TopLeft we advise enabling callouts to keep your ticket data as up to...

 Customizing Kanban Card Title URL

By default, clicking the title of a Kanban card opens the card in your PSA. You can customize the...