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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
    • 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
    • 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?
  • New user questions24
  • Team Adoption Tips9
  • Advanced1

Evaluation questions

20 articles
  • 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?