Kanban for ConnectWise customers can now show project tickets in the same order they appear in the project work breakdown structure in ConnectWise, or in the order of their estimated start date.

To do so, enable the automatic ranking function on a Kanban board and select one of these fields as the sorting property: WBS code or Estimated Start Date. The automatic ranking options are on the board edit page, General tab.

Join our webinar Monday June 28 to learn to use Kanban to fix project management at your MSP.

Have you asked yourself these questions?

• Why is it so hard to track progress of a project and its tickets/tasks?
• Why can't I see details on my whole project portfolio in one place?
• Why are projects going slow? Where's the bottleneck?
• Why does my team have so many miscommunications about projects?

Then you'll benefit from Kanban and the simple framework developed at our own MSP to deliver projects successfully.

Register

In TopLeft, Autotask customers can now edit fields on projects.

This form is available on project boards, from the card "..." menu, Edit Project item.

On-premise ConnectWise users: if you apply a source-IP filtering firewall to your ConnectWise server, and your TopLeft region is US-West or EU, please update your firewall. We have new IPs as follows:

For US West:

• 159.65.99.115
• 159.65.99.117
• 159.65.98.60
• 159.65.71.92

For EU:

• 46.101.226.103
• 46.101.188.232
• 46.101.206.12

The old IP addresses in these regions are no longer active.

Here's a summary of the improvements we made to TopLeft in May.

Improvements

• Ticket details can be changed directly in TopLeft
• Cards can be ranked automatically according to certain properties. For example, tickets could be ranked with the highest priority tickets at the top of a column.
• Introduced new subscription plan, pricing, and licensing model

ConnectWise

• In the ticket Show Notes dialog, the type of each note is shown (discussion/internal/resolution).
• The Edit Ticket dialog includes the ability to edit the initial description.

Autotask

• Added a shortcut to the Autotask ticket creation page
• Continued to expand the use of Autotask REST API for syncing records.

Bug Fixes

• Resolved an issue with the Edit Ticket dialog where ConnectWise project tickets were allowing invalid phase choices.
• Improved performance of Edit Ticket dialog for some cases involving ConnectWise project tickets.

If you've been enjoying editing tickets in TopLeft you'll be glad to hear that you can now also edit Autotask project tasks straight from TopLeft!

More details are available in the knowledgebase.

Last week we announced ticket editing, automatic card ordering, and a new Basic subscription plan and changes to our licensing model.

As of today, these changes are available to everyone. We'd love to hear what you think!

For Autotask customers, to make your day a little bit easier there's now a shortcut to the Autotask ticket creation page.

Here's a summary of the improvements we made to TopLeft in April.

Improvements

• Time entry forms accept times in the user's time zone, not the PSA environment's time zone. Users outside the PSA environment's time zone can now enter time with respect to their local time zone.
• Tickets with running timers can be shown and highlighted
• Added a settings page for managing administrative users
• Time and note entry dialogs no longer close with the Esc key, to prevent accidental loss of unsaved note contents.

ConnectWise

• The maximum length of ticket notes is increased to 4000 characters.
• An option is available to prevent syncing of sales opportunity records.

Autotask

• Began using the Autotask REST API for syncing certain records. The REST API requires some additional privileges- please update your TopLeft API member's security level so we can continue to download UDF data.

Bug Fixes

• In ticket notes sent to contacts, newlines are properly formatted.
• In the ticket note tooltip and dialog, newlines are properly formatted.

TopLeft is excited to announce a new subscription plan for those who need the visibility offered by Kanban boards but don't need to accelerate technician's day-to-day work. It's offered at half the price of the full TopLeft subscription plan.

We're also simplifying our licensing and increasing some pricing- but you can lock in old prices for the year.

This message summarizes the change. Check out the announcement on the blog for the full details.

Introducing the Basic Plan

We're introducing a new subscription plan for MSPs who need a better way to visualize their ConnectWise or Autotask work but don't need advanced features for accelerating day-to-day work on tickets, such as entering time and dispatching to calendars. If you're a project or service manager who needs to visualize your team's work, and your team mainly works from the PSA and will mainly use Kanban for periodic monitoring of work, the Basic plan could be for you. Monthly pricing is just $15/user. 

Licensing Simplification

We're making our licensing more like conventional subscription applications. A license will be needed for any person who uses Kanban boards. And any tickets and projects assigned to a licensed member can be shown on a Kanban board.

For monthly-paying customers this will take effect on May 11. For annually-paying customers this will take effect at your next renewal.

Pricing Changes

We haven't changed pricing in two years. But we've been issuing constant improvements, such as dispatching, project boards, UDF support, worldwide hosting regions, and many others.

So we can continue to invest in making Kanban boards to help you control your work, we're increasing pricing for ConnectWise customers from $27/user/month to $30/user/month. Monthly pricing will increase for Autotask customers when we introduce some key additional features later this year.

Annual pricing for both ConnectWise and Autotask customers is increasing to reflect two months free relative to monthly pricing.

You can lock in the current annual-payment price ($21/user/month) until May 2022. Read the blog post to learn how.