We've added not one, not two, but three new ways to open the new ticket editor.

The new editor has a tabbed interface with these options:

Now you can open the editor directly to the tab you want in any of these ways:

1. Buttons on cards
2. Menu items
3. Keyboard shortcuts

The new buttons on cards are pretty obvious:

Each button opens one of the tabs. The CW button opens the ticket in ConnectWise.

The new menu items are likewise pretty obvious:

It's the keyboard shortcuts that will really make your life easier, though.

Just hover your mouse cursor over a card and press the appropriate key for the tab you want:

• Ticket tab, press e
• Time and Notes tab, press t
• Dispatch tab, press d
• Files tab, press f

Or to open ConnectWise to the ticket, press c.

These keyboard shortcuts should make your job a little bit easier many times every day.

If you forget the shortcuts, just hover over the buttons in the button bar to see the tooltips. Or choose Help > Keyboard Shortcuts from the main menu.

As a TopLeft user, you're probably very familiar with this menu:

This is how you've always edited various things about tickets. But it wasn't the best experience. If you wanted to edit the ticket budget hours and enter a new time entry, you needed to do part of the job in one place and part of the job in a completely different place. Or if you wanted to refer to existing notes while you wrote a new note... well, you couldn't.

But now you can. We have updated TopLeft for ConnectWise so that all the changes you can make to a ticket are available in a single place.

Just click anywhere on a ticket to open the editing pane.

This is launching today for ConnectWise tickets. We will be offering it for Autotask tickets in the next couple of weeks, and for other types of records after that. Let us know what you think!

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.

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

Improvements

• Project timelines are available for users with Premium licenses. This shows all your projects on a timeline, like a Gantt chart, and makes it easy to see when projects are planned to start and end, and to change those dates with drag-and-drop.
• Project notes can be shown.
• In Gantt charts for both tickets and projects, there are progress indicators and budget warnings.
• Our recommendations for what Kanban boards to create are available in the app and knowledgebase.
• Our engineering team gets better notifications of errors seen by users, so we can respond more quickly and make the service more reliable.

ConnectWise

• Project boards can be organized with swimlanes for each account manager and filtered to show just a single account manager's projects. This makes it easy for account managers to see all the projects for their own accounts.

Bugfixes

• Fixed an issue causing the board to scroll when it refreshes automatically.

Now in TopLeft Gantt charts, task bars indicate the progress of the work. This helps project managers understand their projects and react quickly to problems.

The colouring of the bar indicates the progress:

The dark part of the bar indicates how many hours have been logged relative to the work's budget. For example, this would indicate about 80% of the budget had been used:

When work exceeds the budget, it is shown in red:

This applies to both tickets, tasks, and projects. If a ticket, task, or project has no budget, no coloring is applied.

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.