Articles

 TopLeft Kanban Board Ideas for MSPs

Need inspiration for your TopLeft Kanban boards? Here are a few examples of Kanban boards that...

 Using TopLeft Kanban Boards

A TopLeft Kanban board displays a selection of tickets as cards in a series of columns. The cards...

 Understanding Autotask Cards

A card represents a ticket, task, or project on a board.   Ticket Cards Ticket ID. You can...

 Understanding ConnectWise Cards

A card represents a service ticket, project ticket, project, activity or sales opportunity on a...

 Ranking Cards

Visualizing work priority is a key concept in Kanban. TopLeft makes it easy to view and change...

 Moving Cards Between Columns

The status of a ticket or stage of an opportunity is shown by the column it's in. You can change...

 Using Swimlanes

Swimlanes are an advanced feature that helps visualize how work is distributed in your...

 Creating Time Entries

TopLeft can help create time entries for tickets shown on boards. To show the time entry dialog,...

 Dispatching tickets in ConnectWise

TopLeft can dispatch work to calendars, creating schedule entries for tickets shown on boards. To...

 Creating Service Calls for Tickets and Tasks in TopLeft for Autotask

TopLeft can dispatch work by creating Service Calls for tickets or tasks shown on boards. To add...

 Customizing the Appearance of Cards

Cards can be customized based on the data on your tickets. You can customize cards to simply...

 Adding and Editing ConnectWise Kanban Boards

TopLeft administrators can add, edit, and remove kanban boards. Four types of boards are...

 Adding and Editing Autotask Kanban Boards

TopLeft administrators can add, edit, and remove kanban boards. Three types of boards are...

 Creating Time Entries for Autotask

TopLeft can create time entries for tickets and tasks shown on boards. To show the time entry...

 Creating Notes on Tickets and Tasks for Autotask

Please note: Note impersonation is not available in TopLeft yet. The note will appear as created...

 Using Service Level Agreements

Service Level Agreements, or SLAs, define rules for how quickly a ticket must be responded to and...

 Using Autotask Service Level Agreements

Autotask PSA uses service level agreements (SLAs) to define standards for providing service...

 Understanding Data Synchronization

TopLeft displays tickets and opportunities from ConnectWise Manage and keeps its own copy of...

 Configuring TopLeft to use ConnectWise Member API Keys

TopLeft can make changes to tickets, projects, and other records as if an individual ConnectWise...

 Two Factor Authentication for TopLeft

TopLeft supports 2FA with Time-Based One Time Password (TOTP) generators. Two recommended ones...

 Assigning resources to cards in Autotask

TopLeft can assign resources for tickets and tasks shown on boards. To show the manage resource...

 Audit changes made in TopLeft sent to your PSA

TopLeft has an audit log to view a log of changes made to cards. Since TopLeft makes changes as...

 Disabling Users

To prevent a user from accessing TopLeft, do either: To prevent the member from using both...

 Using security groups for TopLeft Kanban boards

TopLeft doesn't use security group information from your PSA, but there is a way to restrict...