- How to Sign Up for TopLeft
- Log into TopLeft
- Manage Subscription and Payment Method
- How to Get Help
- Customize TopLeft For Your Brand
- Secure Your Account with 2FA Authenticator
- Recommended Boards for MSPs
- Recommended Boards for Project Teams
- Recommended Boards for Service Teams
- Recommended Boards for Specialized Workflows
- TopLeft Terms and Conditions
- Security Reporting
- Privacy and Ethics Reporting
- How to Enable “Time Entry on Drag” in TopLeft?
- Configure ConnectWise PSA Security Roles and API Members
- Use ConnectWise Member API Keys in TopLeft
- Limit the ConnectWise Boards Synced by TopLeft
- Change How Long TopLeft Keeps Closed ConnectWise Tickets
- Use TopLeft in a ConnectWise Tab
- Use TopLeft in a ConnectWise Custom Menu Entry
- Configure Emails Sent to ConnectWise Contacts
- Restrict TopLeft's Access to ConnectWise Boards
- Use ConnectWise Priority Colours On TopLeft Tickets
- Understand ConnectWise Opportunity Stages and Statuses
- Disable Contact Communication Methods Synchronization
- Configure Autotask API User
- Configure Ticket Callouts for Autotask
- Impersonate Autotask Resources from TopLeft
- Limit the Autotask Queues Synced by TopLeft
- Confirm Browser Settings for Autotask
- Configure Emails Sent to Autotask Contacts
- Customize Autotask Ticket Priority Colours
- Change How Long TopLeft Keeps Completed Autotask Tickets
- TopLeft Dashboard
- Introduction to the New UI
- Managing Views
- Filtering in Views
- Workflows in Views
- Visualizations of Views
- Visualizations: Boards
- Visualizations: Gantt
- Editing Records in New UI
- Conditional Formatting
- Parts of a TopLeft Kanban Board
- Understanding Kanban Cards
- Ranking Cards
- Manage Kanban Boards
- Options for Kanban Boards
- Manage Projects with Gantt Charts
- Show Work in Groups with Swimlanes
- Highlighting Problem Work
- Working with SLAs
- Show Hours and Age Metrics for Columns and Swimlanes
- Options for Highlighting Problem Work for ConnectWise
- Highlighting Work by Customizing the Appearance of Cards
- Conditions and Styles for Card Appearance Customization
- Understanding ConnectWise Ticket Cards
- Understanding ConnectWise Project Cards
- Understanding ConnectWise Opportunity Cards
- Understanding ConnectWise Activity Cards
- Options For ConnectWise Ticket Boards
- Options for ConnectWise Project Boards
- Options for ConnectWise Opportunity Boards
- Options for ConnectWise Activity Boards
- Card Group Metrics for ConnectWise
- 12 Weeks to Kanban - How to use Kanban in your MSP with ConnectWise or Autotask
- Kanban vs. Traditional PSA Methods
- Week 1: Identify and Describe One Organizational Workflow for Kanban
- Week 2: Create a TopLeft Kanban Board for the Workflow Described in Week 1
- Week 3: Select Members To Hold Two Kanban Roles
- Week 4: Begin Using Kanban for the Workflow
- Week 5: Begin a Daily Meeting
- Week 6: Handle Urgent Work
- Week 7: Define Done for Ready Tickets
- Week 8: Handle Unassigned Started Tickets
- Week 9: All Work Is Prioritized Except Real-Time Level 1 Support
- Week 10: Use Work-In-Progress Minimums and Maximums
- Week 11: Emphasize Neglected Work
- Week 12: Review Everything
- What are your security practices?
- How do you protect our data?
- How does drag and drop work?
- What goes in the columns?
- We have thousands of open tickets, can we restrict what is shown on a board?
- What about Closed Loop emails in PSA?
- Can you schedule tickets and projects?
- Can you create projects or tickets?
- How long does it take for updates to show up in the PSA?
- What about sales opportunities and activities?
- What about task checklist on a ticket?
- Do you have MS Teams integration?
- Are there any email notifications?
- Do you have a trial?
- How does pricing work?
- Do you have a mobile app?
- Why is TopLeft better than Monday.com, Trello, Asana, or MS Planner?
- Do you have Gantt charts for Project Management?
- Do you have any kind of automation or workflow engine?
- Can TopLeft Do Capacity Planning?
- Paying in Canadian Dollars
- What steps do I need to follow to access the tickets for a specific project?
- How can I see what someone is currently working on?
- How do I set up columns and which columns do I use for example, new ready, waiting, etc.
- What's on the product roadmap?
- What is the purpose of the "scheduled" column?
- Do I need to have a "Completed" column on my board?
- Rich Text and Images in ConnectWise Tickets and Notes
- What is the "waiting" column used for?
- AutoTask PSA: Known Feature Limitations
- Where can we view schedules?
- Configuring Priority Sort Order and Color Coding for TopLeft Boards (AutoTask)
- Will the "completed" column on a project board continue to accumulate tickets indefinitely?
- Does TopLeft provide Financial Tracking and Reporting (e.g. budgets, profitability)?
- What are the downsides of scheduling tickets?
- How would I plan out work for the next days or weeks?
- If I'm finding the project management tickets are distracting. What can I do about that?
- How do I enter time?
- How can you see the work that's neglected?
- What is the WIP (Work In Progress) limit and how does it help me?
- How can engineers see new work that's not yet triaged?
- How can I see which engineers have too much work?
- How do I update tickets?
- How can I modify configurations or perform actions that are currently unsupported by TopLeft in our PSA tool?
- A Day in the Life: How Engineers Use TopLeft Kanban Boards
- Why Technicians and Engineers Are Switching to Kanban Boards
- Making Work Visible: Your First Steps with TopLeft
- Empowering Your MSP Team to Adopt Kanban with TopLeft
- Managing Tickets Like Network Traffic: Keep Work Moving Without Overload
- Using TopLeft with Waterfall Project Management
- Are Your Daily Team Habits Driving Flow and High Performance?
- Getting Your Whole Team to Use TopLeft
- Dispatch Eliminator: How to Eliminate Scheduling Chaos and Boost Efficiency in Your MSP