TopLeft Docs

Signing up, logging in, and knowing which Kanban board to make first

• How to Sign Up for TopLeft
• Log into TopLeft
• Manage Subscription and Payment Method

See all in Get Started

How TopLeft sends and receives data from PSAs

• Force Immediate Data Synchronization
• Understanding Data Synchronization
• Audit Changes in TopLeft

See all in Connect TopLeft to Your PSA

Adding and removing users, administrators, licenses, and groups

• Select Licensed Users
• Add and Remove Users
• Select Administrative Users

See all in Manage Users and Licensing

Set up your views and visualizations and get new insight into your work

• TopLeft Dashboard
• Introduction to the New UI
• Managing Views

See all in Visualize Your Work

Edit tickets, tasks, and projects, enter time and notes, and more

• Changing Status of Records
• Editing Records
• Using Timers to Track Time

See all in Manage PSA Data in TopLeft

Using TopLeft as a project management tool

• Capacity Planning for MSPs
• Capacity Planning: Member Availability
• Capacity Planning: Project Scheduling

See all in Manage Projects in TopLeft

Make client communication easier and make them happier.

• Set Up a Board for Client Access
• License Client Portal Companies and Invite Users
• Impersonate Client Portal Users

See all in Communicate with Clients

Use TopLeft with your other PSA integrations

• Integrate with CloudRadial
• Integrate with Nave - Kanban charts
• Customize Card Title URL to Integrate With Desk Director, NilearOS, and Others

Fixes for when things don't go quite right

• An Expected Card Doesn't Appear On a Board
• Data Sync Isn't Working Properly
• billingCodeID or departmentID is a Required Field Error

See all in Troubleshooting TopLeft

A structured 12-week plan to introduce Kanban in an MSP to improve efficiency and reduce waste.

• 12 Weeks to Kanban - How to use Kanban in your MSP with ConnectWise or Autotask
• Kanban vs. Traditional PSA Methods
• Week 1: Identify and Describe One Organizational Workflow for Kanban

See all in 12 Weeks to Kanban

Answers to questions we often get from people evaluating TopLeft

• What are your security practices?
• How do you protect our data?
• How does drag and drop work?

See all in Evaluation questions

Answers to questions we get from customers during the trial or onboarding phase

• 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?

See all in New user questions

Overcome inertia and tech resistance with tips to onboard, engage, and drive full team adoption of TopLeft for better workflow efficiency.

• A Day in the Life: How Engineers Use TopLeft Kanban Boards
• Why Technicians and Engineers Are Switching to Kanban Boards
• Making Work Visible: Your First Steps with TopLeft

See all in Team Adoption Tips

Advanced topics

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