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Knowledge Base

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Knowledge Base
  • Get Started14
  • Connect TopLeft to Your PSA3
    • ConnectWise11
    • Autotask8
    • HaloPSA1
  • Manage Users and Licensing8
    • ConnectWise1
  • Visualize Your Work20
    • 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
    • ConnectWise12
    • Autotask8
  • Manage PSA Data in TopLeft4
    • ConnectWise5
    • Autotask4
  • Manage Projects in TopLeft4
  • Communicate with Clients4
  • Integrate with Other Tools3
  • Troubleshooting TopLeft5
  • 12 Weeks to Kanban14
  • Evaluation questions20
  • New user questions24
  • Team Adoption Tips9
  • Advanced1

Visualize Your Work

40 articles

Subfolders

ConnectWise12 articlesAutotask8 articles
  • 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