Views in the new TopLeft UI can be filtered using User Defined Fields (UDFs), aka Custom Fields, from your PSA.

You can use this to show tickets on a Kanban board that match a user defined field value in the PSA. For example:

• In a text field for required skillset, you can include tickets where skillset includes "azure" (see screenshot below).
• In a numeric field for customer rating, you can include tickets with a value less than 3.0.
• In a date field for request date, you can include tickets where the request date was more than 7 days ago.

UDF filtering generally works for strings, numbers, and date fields.

As a reminder, UDFs can be used in a few ways in TopLeft: they can be shown on cards, be used in automatic ordering within columns or grouping in swimlanes, and now they can be used in filtering.

In TopLeft's new UI, you can set up links for tickets to third-party apps. For example, if you use Nilear you might have a ticket open in TopLeft and want to open it in Nilear, and now you can do so easily.

Links appear in the card menu:

And they also appear in the editing dialog:

Links work for projects and other records too, not just tickets.

To set up custom links, as an administrator navigate to the Settings page, then under Customization click Custom Links.

Then choose the type of record for which to make the link, specify a label, and enter the URL. In place of the ticket ID, enter [record_id]- this is replaced with the ticket number in the link in the menu or editor.

Device configurations can now be viewed and managed in TopLeft! This makes it easy for technicians to remote into PCs and servers without leaving TopLeft, to associate configurations with tickets, and to view the configuration details.

The feature is available in the ticket editing pane and is labelled according to the name of the feature in your PSA: configurations (ConnectWise), Devices (Autotask), or Assets (HaloPSA).

When viewing attached configurations, you can click Connect to connect to the device remotely, Manage to show it in your RMM app, and ⬈ to open the configuration in your PSA. (Buttons and labels vary between PSAs and integrated RMM apps.)

You can also search for configurations, attach a configuration to a ticket, or remove a configuration from a ticket.

It's one less reason to return to your PSA to complete your work!

Now in TopLeft you can view a list of schedule entries and edit them too. ConnectWise calls these records schedule entries, Autotask calls them service calls, and Halo calls them appointments.

In the record editing screen, on the Dispatch tab, you'll now see a pod like this.

To edit the schedule, click edit. The details appear in the editing form for you to update.

To delete the schedule, just click delete and confirm the prompt.

ConnectWise users can click "Mark done" to mark the schedule as finished. This causes it to disappear from the list, since TopLeft only shows not-done schedules. You can mark your own or other user's schedules as finished.

TopLeft now supports standard notes to make it easier for technicians to add time entries and write notes on tickets.

This is how the function appears for ConnectWise customers:

Select one of the standard note names to add the associated text to whatever is already in the note field.

The function differs depending on what PSA you use.

• ConnectWise- when making time entries or notes, click "Apply standard note" to see the list of notes. Standard notes are taken from the ConnectWise API so they match what's available in ConnectWise.
• HaloPSA- similar to ConnectWise, except the feature is known as Canned Text so the button is labelled "Apply canned text".
• Autotask- the feature most similar to standard notes is known as "Form Templates", and unfortunately the data is not available in the Autotask API. TopLeft rebuilt some of the Form Templates feature and it must be configured by an administrator before technicians can use it. To configure a form template, click the gear in the navigation menu, then All Settings, then under Customization click Form Templates. You can supply not just note text but also values for the Note Type, Work Type, Role, and other fields.

Here's a summary of things we improved in the TopLeft app in March 2026 that didn't deserve their own updates, but which you might still appreciate.

• When using grouping on Kanban boards, support for dragging and dropping between groups was added for these fields:
  • Autotask task: category, phase, priority
  • Autotask ticket: category, due date, queue, priority
  • ConnectWise project: ConnectWise board, manager, type
  • ConnectWise ticket: company site, ConnectWise board, due date, location, project phase, start date, team, type
• Groups are loaded on the Kanban board in a consistent order and generally from top to bottom, to avoid loading new groups at the top of the board one after another.
• The design of the timer controls was refined and clarified.
• The "time in status" field is consistently set and updated for all cards in the new UI. This prevents cards from appearing without a value for how long they have been in a certain status.
• On the page for configuring views, the fields for team, filtering to team members, and showing unassigned cards are now used in the preview table to give a more accurate reflection of the cards that match the setup.
• On ConnectWise ticket boards, when entering time, changing the work type field updates the billable field to match the work type's setting.
• On ConnectWise ticket boards, merged and child tickets are no longer shown by default, but they can be included by query rules.
• On ConnectWise ticket boards, making overnight time entries now works properly.
  
  

The legacy TopLeft UI supports User Defined Fields (UDFs) from your PSA and now the new TopLeft UI supports them too.

Our new UI offers UDFs in three contexts:

1. Showing as labels on cards
2. Grouping of records
3. Automatic ordering of cards in columns

Here's an example of how UDFs appear on a card on a Kanban board.

Here's how UDFs appear as a grouping field:

This is configured on the view editing page by selecting a UDF in the Card Fields list, Automatic Ordering field, or Default Grouping field. UDFs are indicated by "(UDF)" after the field name.

UDFs are supported for ConnectWise, Autotask, and HaloPSA.

We plan further support for UDFs in the not-too-distant future: offering UDFs as rules in the view query builder (this work is in progress already) and editing of UDFs in the ticket editing screen.

In TopLeft's new Kanban boards, you can now send cards straight to the top or bottom of a column from the card's context menu. If you used that feature in the old boards, you'll like using it in the new boards.

This is useful for handling an urgent ticket that arrives in your triage column and needs to be quickly moved to the top of the queue for an engineer to work.

In TopLeft you can now edit your time entries and notes. Just look for the little edit button near the timestamp. This works for ConnectWise, Autotask, and HaloPSA customers.

You can edit time entries and notes you made, but not ones made by others.

There are new options for customizing colors in TopLeft. You can change the background color of the board and the navigation menu and surrounding area. Choices are offered for both light and dark modes.

The purple board background is gone. Safe to say, it was a polarizing choice. 😅 If you loved it, you can restore it.

Here's an example of a customized view:

To edit colors and other branding options, go to the Branding settings page.

The board background comes from the Accent color.