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

New user questions

24 articles
  • 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?