Articles

 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...

 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...

 Editing Tickets

Editing is available in Standard plan. To save time for managers and technicians, TopLeft...

 Editing Tickets and Tasks - Autotask

To save time for managers and technicians, TopLeft supports editing ticket details right from...

 Entering Time and Notes - ConnectWise

Time entry is available in Standard plan. TopLeft can help create time entries for tickets shown...

 Entering Time - Autotask

Time entry is available in Standard plan. TopLeft can create time entries for tickets and tasks...

 Creating Notes - Autotask

Note creation is available in Standard plan. To add a note to a Ticket or Task from in TopLeft,...

 Using Time Entry Stopwatches

Timers are available in Standard plan. To make time tracking and time entry easier, TopLeft...

 Dispatching tickets - ConnectWise

Ticket dispatch is available in Standard plan. TopLeft can dispatch work to calendars, creating...

 Creating Service Calls - Autotask

Service calls are available in Standard plan. TopLeft can dispatch work by creating Service...

 Assigning Resources - Autotask

Assigning resources is available in Standard plan. TopLeft can assign resources for tickets and...

 Using Service Level Agreements - ConnectWise

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

 Using Service Level Agreements - Autotask

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

 Customizing the Appearance of Cards

Card customization is available for ConnectWise users. Support for Autotask users is in our...

 Showing Warnings, Errors, and Metrics

TopLeft boards are able to calculate and display counts of warnings, errors, and other metrics...