Users of ConnectWise and Autotask can create views that your clients can see in the new UI.

Client portal boards have been available in the old UI for a long time, and we have brought a lot of that functionality to the new UI.

This is a by-request feature right now. Let us know if you want to use it and we'll enable it for your site - just email help@topleft.team.

Here's an example of a board as it appears to a client.

Clients can view boards and Gantt charts, and optionally view notes and time entries, add notes, drag cards between columns on a board, and create records.

This feature is coming for HaloPSA users but we have more work to do on certain configuration tools.

Here are a few things we improved in July that didn't get their own update posts.

General Improvements

• In Conditional Formatting, a filter is now available for scheduled assignments/service calls/appointments (terminology varies by PSA). You can highlight a record if a scheduled assignment is within a certain number of days or if one exists or doesn't exist. This is useful for highlight work with upcoming calls or work that should have a call but doesn't.
• Phases can be edited from the capacity planning view in phase mode. Here's the phase editor.
• For filtering records in views, date filters are now relative. For example, you can specify a due date 5 days from now or a start date 3 days ago. All filters are specified in days except SLA filters are in hours.
• We now keep a copy of closed project tickets as long as the project is open. Previously we removed our copy of a project ticket about 1 day after it was closed, even if the project was still open. This is in preparation for improved tools we're building related to project health reports.

ConnectWise

ConnectWise tickets now have an Opportunity field. You can also filter, group, label by opportunity.

HaloPSA

HaloPSA tickets can be moved between companies by changing the contact, just like in HaloPSA. Tickets without a company can now be assigned a contact and company in TopLeft.

Invisible Improvements

We've been working hard in the background too. We performed significant upgrades to the Docker images and web framework that run our application. We also reduced the data synchronization work done outside of business hours in order to be more efficient with compute resources, and we implemented automatic scaling of our cloud infrastructure to be more efficient.

We are thrilled to introduce the Project Health report.

TopLeft's Project Health report helps project managers identify the problems in a project portfolio and in individual projects and recommends how to fix those problems. It's built from the data you already keep in your PSA.

The Project Health report is a new view alongside the board, Gantt, and capacity planning views. At the moment it is available by request. Email help@topleft.team to get access. When the report is generally available, it will be part of the manager license.

The report categorizes projects into three categories- green, amber, or red, depending on the level of concern about the project performance related to six signals: schedule, budget, activity, margin, milestones, and completion.

It includes a score out of 100 for the overall performance of the portfolio, as well as evaluations for each individual project so you know which are the most at-risk projects that need extra attention.

Project Health reports progress for projects over a 7 day period, either improved or not, so you can see how effective your project management techniques are.

Furthermore, the report breaks down project margins so it's easy to understand the profitability of your projects.

AI Tools

This report is TopLeft's first feature to use AI. AI performs the project review function and provides written descriptions of what's good, bad, and ugly about the portfolio and each project. It includes specific recommendations for project-related individuals.

AI tools are disabled by default in TopLeft. To enable AI, go to Settings > AI and click Enable AI. You can customize the data sent to Anthropic or OpenAI services, including whether or not to send names of people working on projects. We always use Zero Data Retention options- no data is ever retained by LLM providers.

We've improved functionality around keyboard shortcuts and saving records in the editing screen, so you can work a little bit faster. Maybe a lot faster. You gotta try it and see for yourself.

Keyboard shortcuts are offered in two places:

1. In the board view, there are now are shortcuts for opening the editor to specific tabs, opening the record in your PSA, and opening records in new windows. To see the full list of shortcuts, click the question mark icon in the main menu, then click Keyboard Shortcuts.
2. In the editor view, there are now shortcuts for navigating to particular tabs, focusing certain fields, moving focus to the next required field in a form, saving the form being edited, and more. To see the full list, click the keyboard icon in the editor.

When making changes to a record in the editor, if you begin to close the editor when there are unsaved changes you are now shown this prompt:

This gives you a chance to easily save your changes and then close the prompt when the changes have been saved.

If you have other ideas about UI improvements, remember to submit them at https://announcements.topleft.team/ in the Feature Requests section.

You can now highlight special work in your team according to your own custom rules. We call this Conditional Formatting. It replaces Style Profiles in the old UI.

With Conditional Formatting you can change the background color of cards, change the left bar color, give cards an outline, add a design in the bottom-right corner, or a custom label.

For example, in the image above, project tickets have a blue background, Emergency priority tickets have a red outline, and tickets from Help-U-Sell Realty have a purple "ribbon" in the bottom-right corner with an exclamation point icon.

You can customize the format for dark mode too.

To learn how to set this up or to watch a video demonstration, refer to the knowledgebase article about Conditional Formatting.

There is now a dedicated Triage tab in the ticket editor. This tab has the key fields a dispatcher needs to triage new tickets- summary, status, company, contact, classification fields, team, and owner/assignment.

Here is the Triage tab for ConnectWise users.

The tab is similar for Autotask and HaloPSA customers

The tab is not available for projects or project tasks.

We have introduced a few small but high-impact improvements to the board visualization.

• Card totals for the whole board, so you can see at a glance how many cards there are, including cards with errors or warnings.
• Card totals for groups- same thing, but for individual groups.
• Collapse/expand all for groups - click the blue chevron up/down button to collapse or expand all groups.
• Click the chevron button in a group to collapse or expand the group, or click any blank area within the group header.
• Pin a group to the top of the window so it's always close by- invaluable for dispatchers who want to drag a card from the unassigned group to a member's group to assign it, then scroll to the next member's group and do the same thing, and so on.

Here's a summary of what we shipped in TopLeft during June 2026. It was a big month, headlined by Conditional Formatting and the new Project Health tool, plus a batch of smaller improvements.

Conditional Formatting (available by request)

Style your board cards based on rules you define, so the cards that need attention stand out at a glance.

• Formatting options include card background, left border, outline, ribbon, icons, and tooltips — with dark-mode support.
• Per-stage overrides, and rule matching that works independently of your board's filters.
• Formatting can key off a growing set of fields, including ConnectWise Agreement/Agreement Type, Opportunity, and Subtype/Item.

Read about it in the knowledgebase.

At the moment this is available by request. Just email help@topleft.team We anticipate launching it in July.

Project Health board (available by request)

A new read-only Project Health board on project-overview views, alongside Kanban, Gantt, and Capacity Planning — computed from your already-synced PSA data.

• Health signals for Schedule, Budget, Activity, Margin, and Milestones, rolled into a composite score.
• Your column selection is remembered per view.
• A View project health shortcut on each project card's menu.

This is also available by request.

ConnectWise

• New Opportunity field on tickets: an editor dropdown that writes back to ConnectWise, plus filtering, swimlane grouping, card labels, and conditional formatting.
• Subtype and Item are now available as card fields, filters, and swimlane groups (mirroring Type).
• Filter and group tickets by Agreement and Agreement Type.
• Filter projects by Manager.
• Service vs. project tickets are now prefixed S / P on cards in the new UI (e.g. “Ticket S1234”).

Autotask

• A new Hours card field on tickets and tasks showing logged vs. estimated hours.

Gantt

• Export Gantt to PDF — one-click, multi-page PDF of your Gantt you can print or send on to your colleagues.

TopLeft shipped a range of improvements in April and May 2026, with a focus on time entry accuracy, Gantt and capacity planning, and board filtering across ConnectWise, Autotask, and HaloPSA integrations.

General Improvements

Gantt "Today" Line

Gantt charts in the new interface now offer an option to draw a vertical line marking today's date, making it easy to see where current work sits against the schedule.

Gantt and Capacity Planning Legend

A legend now appears on Gantt charts and capacity planning, explaining what the taskbar colours mean and which dates each bar represents.

Capacity Planning Options Refresh

Visualization options moved from the bottom of the capacity planner up to the button bar to save space and stay prominent, and your choices are now saved per view and reapplied the next time you open it.

Region-Aware Dates

Gantt charts and capacity planning now format dates according to your locale, so dates appear as MM/DD/YYYY or DD/MM/YYYY as appropriate rather than a single fixed format.

Timer in the Fullscreen Editor

The timer now works inside the fullscreen editor and stays in sync across the nav menu and any other open editors for the same ticket within your browser.

View Editing Preview Accuracy

The record preview and preview count now take team, team-member filtering, and unassigned record visibility into account, giving a more accurate representation of what a view will show.

Fewer Unexpected Logouts

Sessions now refresh on every request, so you're no longer logged out at inconvenient times.

ConnectWise Improvements

Board and Team Filtering

ConnectWise board filters and team member matching now work correctly together, so groups and cards respect all of your filter rules as expected.

Automatic Lists Setting

A new account option lets you disable the rich text editor's automatic lists when typing *, -, or 1., while keeping the toolbar list button and existing lists fully functional.

Cleaner ConnectWise Standard Notes

Backslashes that previously appeared before periods in synced ConnectWise standard notes have been removed.

Autotask Improvements

Autotask Overnight Time Entries

The new interface now handles overnight Autotask time entries automatically, correctly calculating duration when an end time falls before the start time.

Autotask HH:MM Time Entries

Creating and editing Autotask time entries now works correctly when HH:MM mode is enabled in your account settings.

Autotask Roles in Time Entries

The role dropdown for Autotask time entries in the new interface now includes both department-based and service desk roles, so every valid role appears.

HaloPSA Improvements

HaloPSA Time Editing

The Halo "time taken" field now updates correctly in HH:MM display mode, and the unsaved-entry prompt uses clearer button wording ("Dismiss unsaved entry").

One of TopLeft's key features for Autotask users is the ability to show service tickets and project tasks in one view. Autotask doesn't offer this function, but seeing service and project work together is a critical view needed by many MSPs.

TopLeft's new UI for Autotask now supports views with service and project work together. Here's an example showing service and project work together in the board view. Service tickets have a white background and project tasks have a grey background.

The old UI for Autotask has offered this kind of view for a long time already, so those who were using this in the old UI can now replace their old boards with new views.

To create a view showing both service and project work, as an administrator click Views in the main menu, then Create View, then "Tickets and Tasks".