TopLeft Roadmap and Announcements logo

Roadmap and Announcements

Back to Homepage Subscribe to Updates

Labels

  • All Posts
  • Fix
  • Announcement
  • Improvement
  • connectwise
  • autotask
  • IP whitelist change
  • halopsa

Jump to Month

  • February 2025
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • March 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
Powered️ byAnnounceKit

Create yours, for free!

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
Improvementautotask
a year ago

Improved Project Task Editing for Autotask


We've brought improved project task editing to our Autotask users in TopLeft. Instead of needing to open multiple dialogs to edit various things about project tasks in TopLeft, now you can edit tasks in a single dialog with tabs for the key sections.

You can edit key task details, enter time and notes, assign and dispatch engineers, and view file attachments.

To open the editor, just click anywhere on a card.

There are also buttons available on cards that permit opening specific tabs of the editor with a single click, as well as opening the ticket in Autotask with one click.

Finally, you can also open the editor using keyboard shortcuts.

The keyboard shortcuts documentation is available under the Help menu, Keyboard Shortcuts item.

This editor was already available for service tickets and is now used for project tasks.

Avatar of authorMatt Fox
Improvementconnectwiseautotask
a year ago

SSO Available for TopLeft

TopLeft now supports Single Sign-On (SSO) using Microsoft Entra ID (previously Azure Active Directory).

Using SSO makes it easier and more secure to authenticate in TopLeft. Users have one less password to manage, and an organization's existing password and MFA policies are respected.

To use SSO, your Azure administrator needs to set up an Entra ID app and client secret. Get the full SSO setup details in our knowledgebase.


Avatar of authorMatt Fox
Improvementconnectwiseautotask
a year ago

New Filters and Swimlanes

We've introduced a few new types of swimlanes and filters. Read on- they might make part of your job a lot easier!

Date swimlanes for tickets and tasks

Project boards have supported date-based swimlanes for some time and now we've brought that functionality to tickets and tasks. Date swimlanes group work based the start or end or due date, grouped by week, so you can see all the work that's supposed to start or end in a certain week.

The new swimlanes are:

  • ConnectWise tickets: estimated start date, due date
  • Autotask project tasks: start date, end date
  • Autotask service tickets: due date

The rest of the improvements are for Autotask.

Autotask project department visualization

For Autotask project boards, now you can show the project department on the card.

You can also group projects by department- just set the board's swimlane option to Department.

Queue filter for Autotask ticket boards

On Autotask ticket boards, now you can easily filter for tickets on a single queue.

Task department filter for Autotask ticket+task boards

We've introduced an early version of Autotask ticket+task boards, which show service tickets and task boards on a single Kanban board. We've added a filter that applies only to the tasks on the board (not the tickets), to include those that match your selected departments.

If you'd like access to the ticket+task board beta, send a message to help@topleft.team.


Avatar of authorMatt Fox
Improvementconnectwiseautotask
a year ago

Test Your API Permissions in TopLeft

We now offer a tool to check if you've correctly set up your ConnectWise or Autotask API permissions in TopLeft. It's important to set this up properly because if you don't, you may not see all your PSA data in TopLeft.

The tool checks all the permissions TopLeft needs to read data from your PSA. Sometimes as we add new features, we need new permissions, so it could find missing permissions due to changes in our requirements over time.

To use the tool, do this:

  • As an administrator, click the gear icon in the main menu
  • Under Data Sync, click "ConnectWise API" or "Autotask API"
  • Click "Check Permissions". You will be taken to TopLeft's administrative site for the check.

If you need to update permissions, refer to our documentation:

  • For ConnectWise
  • For Autotask
This tool only checks for proper read permissions. If you have incorrect add/update/delete permissions, your users will encounter errors when they make changes to PSA data in TopLeft.

Avatar of authorMatt Fox
Improvementconnectwiseautotask
a year ago

TopLeft App Updates - January and February 2024

Here's what we improved in the TopLeft app in January and February 2024.

Improvements

  • Client portal users can now create tickets in the portal. This can make it a lot easier for your clients to request services, because they can create tickets in the same place they view existing tickets.
  • You can now update TopLeft's API credentials in your PSA from within the app.
  • Client portal users now see work assigned to any engineer, not just licensed engineers. This is similar to how users with Manager licenses see tickets.
  • The Nave configuration page has been updated to be much simpler and easier to use.
  • When entering time, the default date of the time entry is the date of your last time entry. This behaviour can now be disabled if you'd rather the date to always default to today. You can change this setting in your Account page.
  • In our CloudRadial integration, we clarified the error message shown when a user opens a project in CloudRadial that doesn't exist in TopLeft (usually because it's already closed).
  • For new customers, the TopLeft application is deployed immediately when they submit the configuration information. It no longer requires action from our support team.

Bugfixes

  • Fixed an issue that caused slow performance when loading boards.
  • Fixed a problem that caused card status updates to not be saved.
  • Fixed an issue on Autotask ticket boards that prevented dragging tickets diagonally to change status and assignment.
Avatar of authorMatt Fox
Improvementconnectwiseautotask
a year ago

Updating your PSA Credentials in TopLeft

From time to time you may need to change the credentials you gave to TopLeft to sync and update the tickets and projects in your PSA. Until now, if you needed to change the credentials, you needed to submit a support request.

But now you can review your PSA credentials in your TopLeft settings page and update them on our administration site.

The page is available for administrators in the Settings section, from the ConnectWise API or Autotask API link:

Then you can review the current configuration:

To change your configuration, click Update Configuration. This brings you to an administrative site that maintains your application. Using a form similar to the one you used to submit your credentials when you first signed up, you can submit your new credentials. The changes will be applied to your application within a minute or two.


Avatar of authorMatt Fox
Improvementconnectwiseautotask
a year ago

Create Tickets in Client Portal

Your client portal users can now create tickets, tasks, or issues! This can make it a lot easier for your clients to request services, because they can create tickets in the same place they're already reviewing existing tickets.

On Kanban boards with project or phase swimlanes, clients can create project tickets/tasks. On boards with other types of swimlanes, or with no swimlane, then they create service tickets.

For example, here's how a client could create a project ticket:

After clicking Create Ticket in the Azure Migration swimlane, the user will see this form:

The ticket would be created within the Azure Migration project, in the phase selected by the client. The status of the ticket is set by an administrator, so all new tickets start out in the same status where they can be regularly reviewed or processed by an automated workflow in your PSA.

Administrators can enable ticket creation using the options on the board edit page. For more info, read the knowledgebase page.

Avatar of authorMatt Fox
connectwiseIP whitelist change
a year ago

New IPs - update on-prem ConnectWise firewalls

Following up on yesterday's announcement about new IPs in our Asia-Pacific region, we have now updated IPs in all other regions.

If you have an on-premise ConnectWise server protected by an IP-filtering firewall, please update your whitelist to include our new IPs. IPs for each region are listed in the knowledgebase.

Avatar of authorMatt Fox
connectwiseIP whitelist change
a year ago

New IPs in Asia-Pacific Region

We have updated our infrastructure in the Asia-Pacific region. For customers in this region who apply an IP-filtering firewall to their on-premise ConnectWise server, please update your IP whitelist.

The new IPs are:

172.105.185.148
172.105.185.185
172.105.185.95
194.195.254.128
194.195.254.161
194.195.254.166

We will be refreshing infrastructure in our other regions and another update will be posted when those IPs are available.

For more details, read the knowledgebase article.

Avatar of authorMatt Fox
Improvementconnectwiseautotask
a year ago

TopLeft App Updates - December 2023

Here's what we improved in the TopLeft app in December 2023.

Improvements

  • We now offer 5 client portal licenses for each manager license, as announced in November.
  • The email invitations for client portal can be customized.
  • When updating tickets, if you close the editor without saving a prompt is shown to help avoid losing changes.
  • Project Gantt charts identify the company of each project.
  • User onboarding steps have been simplified. Less information is requested from a new user.

Bugfixes

  • Fixed an issue related to timezones that impacted the dispatch tool in certain cases.
  • In Autotask project Gantt charts, projects are ordered by the start date recorded by TopLeft. This date can differ from the start date in Autotask because Autotask doesn't permit changing the start date of an ongoing project.


Avatar of authorMatt Fox