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Editing ConnectWise Projects

The ConnectWise project fields you can edit from a TopLeft card or project timeline, and how to show project notes.

Legacy interface

Learn more about editing records.

There are two ways to edit a project in TopLeft:

  1. From the ellipsis button on the card on the Kanban board, from the Edit Project option. When you save your data, the project is updated in ConnectWise.
  2. From a project timeline.

To edit a project in ConectWise, click the card title to open it in the ConectWise web app.

Edit Project

The following fields can be edited:

  1. Name
  2. Estimated start
  3. Estimated end
  4. Percentage complete
  5. Type
  6. Status- You can also change status by dragging between columns.
  7. Project manager
  8. Contact
  9. Description

Show Notes

Display the project notes. If there are many notes, navigate to earlier notes by using the paging function at the bottom of the dialog.

Updated September 23, 2026