Articles
TopLeft 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...
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...
Editing TicketsEditing is available in Standard plan. To save time for managers and technicians, TopLeft...
Editing Tickets and Tasks - AutotaskTo save time for managers and technicians, TopLeft supports editing ticket details right from...
Entering Time and Notes - ConnectWiseTime entry is available in Standard plan. TopLeft can help create time entries for tickets shown...
Entering Time - AutotaskTime entry is available in Standard plan. TopLeft can create time entries for tickets and tasks...
Creating Notes - AutotaskNote creation is available in Standard plan. To add a note to a Ticket or Task from in TopLeft,...
Using Time Entry StopwatchesTimers are available in Standard plan. To make time tracking and time entry easier, TopLeft...
Dispatching tickets - ConnectWiseTicket dispatch is available in Standard plan. TopLeft can dispatch work to calendars, creating...
Creating Service Calls - AutotaskService calls are available in Standard plan. TopLeft can dispatch work by creating Service...
Assigning Resources - AutotaskAssigning resources is available in Standard plan. TopLeft can assign resources for tickets and...
Using Service Level Agreements - ConnectWiseService Level Agreements, or SLAs, define rules for how quickly a ticket must be responded to and...
Using Service Level Agreements - AutotaskAutotask PSA uses service level agreements (SLAs) to define standards for providing service...
Customizing the Appearance of CardsCard customization is available for ConnectWise users. Support for Autotask users is in our...
Showing Warnings, Errors, and MetricsTopLeft boards are able to calculate and display counts of warnings, errors, and other metrics...