TopLeft now supports standard notes to make it easier for technicians to add time entries and write notes on tickets.

This is how the function appears for ConnectWise customers:

Select one of the standard note names to add the associated text to whatever is already in the note field.

The function differs depending on what PSA you use.

• ConnectWise- when making time entries or notes, click "Apply standard note" to see the list of notes. Standard notes are taken from the ConnectWise API so they match what's available in ConnectWise.
• HaloPSA- similar to ConnectWise, except the feature is known as Canned Text so the button is labelled "Apply canned text".
• Autotask- the feature most similar to standard notes is known as "Form Templates", and unfortunately the data is not available in the Autotask API. TopLeft rebuilt some of the Form Templates feature and it must be configured by an administrator before technicians can use it. To configure a form template, click the gear in the navigation menu, then All Settings, then under Customization click Form Templates. You can supply not just note text but also values for the Note Type, Work Type, Role, and other fields.

Here's a summary of things we improved in the TopLeft app in March 2026 that didn't deserve their own updates, but which you might still appreciate.

• When using grouping on Kanban boards, support for dragging and dropping between groups was added for these fields:
  • Autotask task: category, phase, priority
  • Autotask ticket: category, due date, queue, priority
  • ConnectWise project: ConnectWise board, manager, type
  • ConnectWise ticket: company site, ConnectWise board, due date, location, project phase, start date, team, type
• Groups are loaded on the Kanban board in a consistent order and generally from top to bottom, to avoid loading new groups at the top of the board one after another.
• The design of the timer controls was refined and clarified.
• The "time in status" field is consistently set and updated for all cards in the new UI. This prevents cards from appearing without a value for how long they have been in a certain status.
• On the page for configuring views, the fields for team, filtering to team members, and showing unassigned cards are now used in the preview table to give a more accurate reflection of the cards that match the setup.
• On ConnectWise ticket boards, when entering time, changing the work type field updates the billable field to match the work type's setting.
• On ConnectWise ticket boards, merged and child tickets are no longer shown by default, but they can be included by query rules.
• On ConnectWise ticket boards, making overnight time entries now works properly.
  
  

The legacy TopLeft UI supports User Defined Fields (UDFs) from your PSA and now the new TopLeft UI supports them too.

Our new UI offers UDFs in three contexts:

1. Showing as labels on cards
2. Grouping of records
3. Automatic ordering of cards in columns

Here's an example of how UDFs appear on a card on a Kanban board.

Here's how UDFs appear as a grouping field:

This is configured on the view editing page by selecting a UDF in the Card Fields list, Automatic Ordering field, or Default Grouping field. UDFs are indicated by "(UDF)" after the field name.

UDFs are supported for ConnectWise, Autotask, and HaloPSA.

We plan further support for UDFs in the not-too-distant future: offering UDFs as rules in the view query builder (this work is in progress already) and editing of UDFs in the ticket editing screen.

In TopLeft's new Kanban boards, you can now send cards straight to the top or bottom of a column from the card's context menu. If you used that feature in the old boards, you'll like using it in the new boards.

This is useful for handling an urgent ticket that arrives in your triage column and needs to be quickly moved to the top of the queue for an engineer to work.

In TopLeft you can now edit your time entries and notes. Just look for the little edit button near the timestamp. This works for ConnectWise, Autotask, and HaloPSA customers.

You can edit time entries and notes you made, but not ones made by others.

There are new options for customizing colors in TopLeft. You can change the background color of the board and the navigation menu and surrounding area. Choices are offered for both light and dark modes.

The purple board background is gone. Safe to say, it was a polarizing choice. 😅 If you loved it, you can restore it.

Here's an example of a customized view:

To edit colors and other branding options, go to the Branding settings page.

The board background comes from the Accent color.

In the board view of the new TopLeft UI you can now open tickets and projects in a new window or tab. This is available from the menu on each card.

Previously you could edit tickets in a dialog, where you had to close the editor to continue using the board. Opening in a tab or window lets you edit a ticket throughout the day since it doesn't interrupt access to your board view. And the window option is useful to overlay the editor over the board so you can see ticket details and a list of tickets at the same time.

The first time you use this feature, you might be prompted by your browser to allow it. Affirm the prompt and save the setting for future use.

For engineers who use the timer functionality, timers are not shown on a ticket opened in a new tab/window, but we plan to add this soon.

We made a couple of improvements to how priorities are shown for tickets in TopLeft.

In the old TopLeft Kanban boards, priority was shown as the color of the left border of the card. In the new UI it was shown as a label on the card, but some customers liked the way the old UI showed priorities. So we've added an option to show priority like the old boards.

To use this variation, edit a view and set the "priority display" option to Border.

The second improvement is for Autotask only. In the new boards you can now customize the color of priorities in the TopLeft settings section, and the color is used for the label or border in the board view.

Autotask users may want to customize priority colors because the Autotask priority API doesn't include the color.

Here are some improvements to the TopLeft app we made in February. These don't deserve their own announcement but we think you'll like them.

• In the search bar, you can press the / key to focus the search field. Then you can click the x in the field to clear it.
  
  
  
• To copy a ticket number to the clipboard, click the number field on the card. You can do the same thing in the ticket editor too.
  
  
  
• On cards, the label tooltips indicate what the field is - for example, if a label represents a team or a category or a contact name. For date-based field labels, the tooltip indicates the exact time of the event - for example, "Mar 2 2026, 10:05 AM" instead of "3 days ago."
  
  
  
  
• For capacity planning, the project time assignment screen now shows the time estimated in the PSA as well as an indicator for members who are associated with the project in the PSA.
  
  
  
  
• For Halo projects, the editing screen now offers forms for assigning members and showing file attachments.
• For ConnectWise only, for customers with a large number of contacts (tens of thousands), we offer an option to download contact emails and phone numbers at least once a week. Previously, a configuration option would disable this download completely, but this prevented inviting new contacts to the client portal.
• For ConnectWise and Autotask customers, when making a time entry you can click the indicated button to set the start time of your time entry to the end time of your last time entry.
  
  
  
  
• When making selections in fields that permit multiple choices, the choices remain visible after making a selection, so you can quickly make another selection.
• In the view configuration screen, the filter query builder has been replaced with a component that's easier to use and better matches the style of the rest of the app.
• Due date labels become orange 24 hours before the due date. This isn't configurable right now, but in the future the threshold will be configurable.

In our new UI you can now show ticket SLA information and the details of a ticket's service calls.

SLA on a ticket card:

Service call details on a card- past calls are red, calls today are green, and future calls are grey:

To show these details, edit a view and in the "card fields" section, select these fields:

• ConnectWise ticket: Scheduled resources, SLA
• Autotask ticket: Service calls, SLA
• HaloPSA: Appointments (SLA not available- we will add it in a future update)