In TopLeft's new UI, Autotask users can now manage checklists for tickets.
Now there's one fewer reason for engineers to return to Autotask from TopLeft to update tickets.
Unfortunately, due to limitations in the Autotask API, we can't offer this function for Autotask project tasks. 😢
There is a new option available for entering time on a ticket. Previously the pane showing old notes was on the left side of the screen while the time entry form was on the right. Now you can view the time entry form above the old notes.
This is useful for engineers who don't need to refer to old notes while they enter time, for example because they are the only engineer who ever worked on the ticket.
This is the time entry screen for ConnectWise users. It differs for Autotask or HaloPSA users but the overall layout is the same.
As a user you can enable this option in your own account settings. Click your avatar/initials in the top-right corner, then click Settings, then disable the "Time & Notes in columns" option.
In the new UI we have added a dedicated filter for ConnectWise boards or Autotask queues.
For ConnectWise ticket and project views:
For Autotask ticket views:
ConnectWise board and Autotask queue are common choices for filtering tickets, and using this field for filtering is easier than setting up the equivalent filter in the query builder.
Furthermore, for ConnectWise ticket views, the selected boards are used to filter the list of statuses on the Workflows tab, making it much easier to assign statuses to workflow stages. This can reduce the number of statuses in the list from hundreds to just 10 or 20.
For what it's worth, the ConnectWise board selection above is equivalent to this query builder filter:
Join us on January 29 to hear what we've been up to the last few months, including:
This isn’t just another feature overview... it’s your chance to see what TopLeft can really do for MSP workflows, both operationally and strategically, and to ask questions live with our product team.
Date: January 29, 2026
Time: 1pm PST / 4pm EST
Length: 1 hour
Reserve your seat: Product Update & Roadmap Webinar
Can’t make it live? Register anyway and we’ll send you the recording.
We're excited to show off more of the new version of TopLeft! If you want to use this new UI in TopLeft, please email help@topleft.team to request access.
Some of the improvements in the new UI are most applicable to administrators and managers who set up boards, and other improvements are for everyone who uses boards and Gantt charts.
We completely rebuilt how boards and Gantt charts are configured. The new way is easier and more flexible than the old way.
To take advantage of the new UI, you need to make a new view. Old boards still show up in the old UI. We will be introducing migration tools in February.
To choose which tickets appear on a board, views are set up using a flexible query builder. Compared to the old version, this lets you make use of boolean operators (and/or/not), searching by name (name starts with/ends with/contains), and it makes it easier to see which filter fields are in use.
To help you configure the view, there is a preview that returns a sample of your matched records. It updates as you update the query definition.
Every MSP works in a unique way. Some MSPs assign tickets to members, while others set the owner of the ticket to a member. Previously TopLeft associated tickets with members based on assignments, but now you can choose how to associate tickets with members. For ConnectWise, you can choose either ticket owner or assigned members, and for Autotask you can choose either primary assignments only or also secondary assignments.
When setting up a view, you can choose the default way to group records on the board or Gantt chart. For example, you can group tickets by assigned member, priority, company, or a whole host of other options.
Users can override this choice when they view the board or Gantt chart.
Previously, if you wanted to use more than one way to group tickets, you needed to make one board for each choice. This would result in having multiple boards that were nearly identical. But now because the choice can be overridden, you can just make a single board and let users override the choice as they see fit.
When using Work In Progress limits, per-person limits are automatically used when grouping work by assigned person. In the old UI, per-person limits needed to be configured separately.
In the new version, the relationship between Gantt charts and Kanban boards has been simplified. Since Gantt charts don't make use of the mapping of ticket statuses to columns, performing this mapping is an optional step. You only need to map statuses to columns if you intend to use Kanban boards.
The following improvements help engineers and managers make better use of Kanban boards and Gantt charts.
Enter a search term to quickly filter the results on the Kanban board or Gantt chart.
If the default grouping (swimlane) field choice isn't to your liking, you can easily choose a different grouping.
You can drill into work for certain members, companies, or projects. In the old UI, you could only select a single member, company, or project, but in the new UI you can filter for multiple records.
The board view loads faster than before, especially on boards with hundreds of tickets. In one of our tests, loading time was reduced by 65%.
There's a new full screen mode that removes the navigation menus to let the board take the most space on your screen.
You can drill into groups or columns of cards with a single click.
The ticket editor provides options for managing more data about tickets.
You can now view historic ticket counts for any board. In the old UI, it was only possible to see this data for a single board for each team.
Dark mode is supported throughout the app.
We continue to work on the new UI. Some of the things still to come are:
Watch this space!
This space has been quiet for a while. We haven't disappeared! We've just been working hard on some really big improvements. One is support for HaloPSA. The other is a whole new UI.
Familiar, yet different. And yes, that's dark mode, our top requested feature. We will have announcements about this soon. If you just can't wait, and want to try out the new UI now, email us at help@topleft.team.
By the way, if you want regular content about making work flow in your MSP, subscribe to our YouTube channel: https://www.youtube.com/@TopLeft
We do have a few improvements to share about our ConnectWise support. Here are some things we've changed:
Those who use TopLeft for ConnectWise now have a new way to filter the tickets that show up on a Kanban board. You can select tickets where you are a member of the ticket's company's team in ConnectWise.
This limits the tickets on your board to only those for companies you are responsible for. It's especially useful for account managers or project managers.
To use this filter, click Filters in the main menu:
TopLeft can now send messages to your clients and technicians with a From address at your own company domain.
TopLeft sends emails to your clients and technicians in a few circumstances. For example, emails are sent when a contact is invited to the client portal, or when technicians enter notes on a ticket, or when a technician is assigned to a ticket.
Previously TopLeft sent these emails with a From address of noreply@topleft.team and a Reply-To header of some address at your company. This was to ensure high delivery rates and minimize the configuration you needed to do to use TopLeft.
However, now TopLeft can send these messages with a From address at your own domain. This will make messages more recognizable for your clients and technicians.
If you'd like to send emails with the From header instead of Reply-To header, please contact the helpdesk. You will need to create DNS records in your email domain as part of the setup.
Autotask can show notices about companies in the ticket editing page. For example, a company may have an agreement that only a specific individual is permitted to approve work. This notice is shown on all tickets for the company so engineers are aware.
TopLeft can now show these notices. This will help your engineers be confident they can work from TopLeft without missing out on important company information.
When a notice exists for a company, an alert icon is shown on the company label on the card.
The full notice is shown in the ticket editor.
You don't need to take any action in TopLeft for these notices to be shown.
We have refreshed our infrastructure, so if you have an on-premise ConnectWise Manage server behind a source-filtering firewall, please update your whitelist. This applies to all regions. The new list of IPs is available in the knowledgebase.