For ConnectWise customers, now you can give your Account Managers an easy view of their company's projects.

This mirrors the equivalent feature we added for Autotask a few months ago.

ConnectWise customers have new ways to organize project boards according to company account managers. This is useful for account managers to have a single view of the projects of all their companies.

In ConnectWise, account managers are specified on the Team tab of the company page.

To get account manager data from your ConnectWise server, we need a new permission for TopLeft's API member security group: Companies/Team Members (inquire level).

There are two new features:

1. Project boards can use swimlanes according to each company's account manager. There will be a swimlane for each account manager, each swimlane showing the projects for that manager's companies. A manager or executive would use this to see how work is split up among account managers.
2. Project boards can be filtered to show projects for only one specific account manager's companies. This is how an individual account manager would see his or her work.

Now you can get an overview of your project timelines in TopLeft. You can easily see when projects start and end and how many projects you expect to have in progress at any time.

And you can adjust the project dates with drag and drop ease.

To open the project timeline, browse to a project board (where cards represent projects), and click the timeline icon in the main menu:

Details are in the knowledgebase.

As with Gantt charts, timelines are available to users with Premium licenses.

Project managers who make use of project notes- now you can view the notes in TopLeft.

From a project board, just click the "..." menu and then Show Notes.

This is available for both ConnectWise and Autotask.

In the future, we plan to add the ability to create notes.

Here's what we improved in the TopLeft app in May.

Improvements

• Gantt charts are available to help project managers. We'll be expanding Gantt functionality soon, so watch this space!
  
  
• Ticket attachments can be listed and downloaded in the app
• When you drag a card between resource swimlanes to reassign it, you can disable the notification prompt. This is useful for dispatchers who regularly drag to assign tickets but don't need to notify the members.
• We now offer a stable release channel for those who value stability over the latest and greatest features, and we have new methods to contact us about major operational issues.

Bugfixes

• Fixed an issue in Autotask mode where dragging and dropping in resource swimlanes didn't reassign the ticket.
• Fixed an issue where unlicensed users appeared on the users page.

You can now view and download your ticket attachments in TopLeft. This is available for all license tiers.

In the card context menu (... button), click Show Attachments to display this dialog:

Then click Download to get the file on your computer.

Documentation is in the knowledgebase.

TopLeft now offers Gantt charts for your ConnectWise or Autotask projects!

Gantt charts are a well-known visualization used by project managers to understand and plan the timing of tasks within a project.

Now in addition to Kanban boards for projects, TopLeft can represent projects using Gantt charts.

Read more about it in the knowledgebase.

Gantt charts are available to users with a Premium license. If you don't have a Premium license but want to try it, email help@topleft.team and we'd be happy to offer a no-charge Premium license for a few weeks.

Gantt is currently offered for indivdual projects. But we are planning a number of immediate improvements:

• managing tasks in multiple projects
• managing overall project timing
• showing projects and tasks by assigned team member to help you with resource planning
• charts in client portal

About a month ago we introduced a way to notify technicians by email when you assign them to a ticket. This worked in both the assignment forms and when dragging tickets between member swimlanes.

However in the case of dragging between member swimlanes to assign work, this meant the notification dialog always appeared after dropping a card into a swimlane. Not everyone needed this functionality.

Now there's a way to disable the notification dialog when assigning tickets by dragging and dropping. To disable this for a Kanban board, edit the board and disable the "Swimlane assignment notifications" option in the swimlane section. You can have the notification option disabled for some boards and enabled for others.

We know you and your team depend on TopLeft and need it to be reliable. So we've introduced two new things to help in this regard:

1. Stable release channel for those who prefer more stable features rather than the newest features as early as possible. Customers on this channel will receive updates every couple of weeks rather than as soon as a feature is available. To use this channel, email us at help@topleft.team.
2. Incident reporting system that pages an on-call engineer for operational problems, 24x7, whether detected automatically or by a customer report. You can report an operational problem at https://incident.topleft.team/. For example, there could be error responses, timeouts, or significantly delayed data sync that doesn't trigger our monitoring. If you observe this and there's not already an incident reported at https://status.topleft.team/, feel free to submit an incident.
   
   Please do not use this for technical support (i.e. system setup, usage questions, 2FA resets, bug reports)- for support, continue to message us at help@topleft.team.

Here's what we improved in the TopLeft app in April.

Improvements

• When you assign a member to a ticket or task, you can send them a notification email. This is possible whether you assign them via the Manage Resources dialog, Dispatch/Service Call dialog, or by dragging and dropping between member swimlanes.
• Our application upgrade pipeline no longer upgrades on every new version, to reduce the number of "Reload?" messages you see. Now the application is upgraded once a day.

Autotask

• You can use contracts from an account's parent account.

Bugfixes

• Fixed an issue that could cause a board to scroll up or down after reloading in the background.
• Fixed an issue in Autotask mode that could cause a time entry to be recorded at the wrong time, depending on certain time zone settings.
• Fixed an issue in Autotask that prevented checklist items from being completed.

In Autotask mode, when editing tickets, you can now select a contract from an account, or from the account's parent account as you can do in Autotask.

Previously you could only select contracts for the ticket's account only, not the parent account.