Articles
Need inspiration for your TopLeft Kanban boards? Here are a few examples of Kanban boards that...
Using TopLeft Kanban BoardsA TopLeft Kanban board displays a selection of tickets as cards in a series of columns. The cards...
Understanding Autotask CardsA card represents a ticket, task, or project on a board. Ticket Cards Ticket ID. You can...
Understanding ConnectWise CardsA card represents a service ticket, project ticket, project, activity or sales opportunity on a...
Ranking CardsVisualizing work priority is a key concept in Kanban. TopLeft makes it easy to view and change...
Moving Cards Between ColumnsThe status of a ticket or stage of an opportunity is shown by the column it's in. You can change...
Using SwimlanesSwimlanes are an advanced feature that helps visualize how work is distributed in your...
Creating Time EntriesTopLeft can help create time entries for tickets shown on boards. To show the time entry dialog,...
Dispatching tickets in ConnectWiseTopLeft can dispatch work to calendars, creating schedule entries for tickets shown on boards. To...
Creating Service Calls for Tickets and Tasks in TopLeft for AutotaskTopLeft can dispatch work by creating Service Calls for tickets or tasks shown on boards. To add...
Customizing the Appearance of CardsCards can be customized based on the data on your tickets. You can customize cards to simply...
Adding and Editing ConnectWise Kanban BoardsTopLeft administrators can add, edit, and remove kanban boards. Four types of boards are...
Adding and Editing Autotask Kanban BoardsTopLeft administrators can add, edit, and remove kanban boards. Three types of boards are...
Creating Time Entries for AutotaskTopLeft can create time entries for tickets and tasks shown on boards. To show the time entry...
Creating Notes on Tickets and Tasks for AutotaskPlease note: Note impersonation is not available in TopLeft yet. The note will appear as created...
Using Service Level AgreementsService Level Agreements, or SLAs, define rules for how quickly a ticket must be responded to and...
Using Autotask Service Level AgreementsAutotask PSA uses service level agreements (SLAs) to define standards for providing service...
Understanding Data SynchronizationTopLeft displays tickets and opportunities from ConnectWise Manage and keeps its own copy of...
Configuring TopLeft to use ConnectWise Member API KeysTopLeft can make changes to tickets, projects, and other records as if an individual ConnectWise...
Two Factor Authentication for TopLeftTopLeft supports 2FA with Time-Based One Time Password (TOTP) generators. Two recommended ones...
Assigning resources to cards in AutotaskTopLeft can assign resources for tickets and tasks shown on boards. To show the manage resource...
Audit changes made in TopLeft sent to your PSATopLeft has an audit log to view a log of changes made to cards. Since TopLeft makes changes as...
Disabling UsersTo prevent a user from accessing TopLeft, do either: To prevent the member from using both...
Using security groups for TopLeft Kanban boardsTopLeft doesn't use security group information from your PSA, but there is a way to restrict...
