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Product Roadmap
In Progress
Dark mode and UI refresh
improvement
HaloPSA
improvementhalopsa
Historical metrics and reporting
improvementconnectwiseautotask
Capacity planning v1
improvementconnectwiseautotask
Next 90 days
Configurations (Assets)
improvementconnectwiseautotask
90-180 days
Standard notes for time entry
improvementconnectwiseautotask
Completed
Team management
improvementconnectwiseautotask
SOC2 Type 2
improvementconnectwiseautotask
Attachments
improvementconnectwiseautotask
Gantt chart improvements
improvementconnectwiseautotask
Improve time/note entry and display
improvementconnectwiseautotask
Autotask - Combine Tickets & Tasks
improvementautotask
SSO
improvementconnectwiseautotask
connectwise
4 years ago

ConnectWise behind an IP firewall? Then add 2 new IPs

If your ConnectWise Manage server is on-premise and behind a firewall that blocks by IP address or region, you need to add 2 new IPs to your whitelist:

  • 23.179.32.240
  • 23.179.32.244

You can subscribe to this announcement newsfeed to be notified of future changes.

Full details are in the knowledgebase.

If you don't update your firewall, then you might find your ConnectWise data no longer being updated if our hosting cluster decides to schedule certain parts of your application on one of the two new hosts.

Avatar of authorMatt Fox
Announcementautotask
5 years ago

View service calls for Autotask

Autotask customers can now see service calls in Kanban. An outline around an assignment icon indicates the member has a service call for the ticket:

You can hover over the assignment icon to see the service call details.

The color of the outline indicates the time of the service call- blue for tomorrow or later, green for today, and red for in the past.

Avatar of authorMatt Fox
Announcement
5 years ago

MSP Project Management- recording of webinar available

If you missed the MSP Project Management webinar, or if you want to watch it again, you can get it on our Youtube channel:

Avatar of authorMatt Fox
Improvementautotask
5 years ago

Drag cards between member swimlanes in Autotask

Kanban for Autotask users can now assign or re-assign tickets and tasks by dragging cards between member swimlanes.

Dragging a card to a member swimlane changes the ticket or task's primary assignment. If the technician has multiple possible roles for the ticket, you'll be shown a prompt to select the role. Dragging to the "no assigned resource" swimlane removes the primary and all secondary resources.

Learn more in the knowledgebase.

Avatar of authorMatt Fox
Improvementautotask
5 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
5 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
5 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
5 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