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Improvementautotask
2 years ago

Add notes in Autotask

You can now add notes to tickets and tasks in Autotask. It's available under the card ellipse (...) menu:

You can provide the title, note type, description, and specify as an internal note. Try it out and let us know what you think!

Avatar of authorMatt Fox
Announcement
2 years ago

Getting Ready to Accelerate Out of The Hairpin Curve

Business won't be the same even when the crisis is over. Wim Kerkhoff, founder of TopLeft and the MSP Kerkhoff Technologies, shares thoughts on remote work and four things you can do to prepare your MSP to be better than ever during the Covid-19 crisis and after it ends.

Avatar of authorMatt Fox
Improvementautotask
2 years ago

Ticket and Task Assignments and Time Entries in Autotask

Autotask users can now use Kanban for two common cases:

  • Set a ticket or task primary assignment- great for service managers, project managers, or for technicians who fetch work from a team queue and need to assign themselves.
  • Enter time on a ticket or task- very useful for engineers

Both functions are available under the ticket/task card ellipse menu:

If you don't see the option, give the board a full page refresh. Please try it out and let us know what you think! E-mail help@topleft.team.

We'll soon be starting work on secondary assignments and service calls for Autotask.

Avatar of authorMatt Fox
Improvementconnectwise
2 years ago

Project Type board filter available for ConnectWise boards

If you make use of project types in ConnectWise, you may have wanted to make separate Kanban boards for each type of project- especially if your have different teams for each type.

Now you can easily do that with the Project Types filter. This can filter can be set from the board add or edit page:

Avatar of authorMatt Fox