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Getting started
What's new
Legacy interface
Get Started
How to Sign Up for TopLeft
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Manage Subscription and Payment Method
How to Get Help
Customize TopLeft For Your Brand
Secure Your Account with 2FA Authenticator
Recommended Boards for MSPs
Recommended Boards for Project Teams
Recommended Boards for Service Teams
Recommended Boards for Specialized Workflows
TopLeft Terms and Conditions
Security Reporting
Privacy and Ethics Reporting
How to Enable “Time Entry on Drag” in TopLeft?
Connect TopLeft to Your PSA
Force Immediate Data Synchronization
Understanding Data Synchronization
Audit Changes in TopLeft
ConnectWise
Configure ConnectWise PSA Security Roles and API Members
Use ConnectWise Member API Keys in TopLeft
Limit the ConnectWise Boards Synced by TopLeft
Change How Long TopLeft Keeps Closed ConnectWise Tickets
Use TopLeft in a ConnectWise Tab
Use TopLeft in a ConnectWise Custom Menu Entry
Configure Emails Sent to ConnectWise Contacts
Restrict TopLeft's Access to ConnectWise Boards
Use ConnectWise Priority Colours On TopLeft Tickets
Understand ConnectWise Opportunity Stages and Statuses
Disable Contact Communication Methods Synchronization
Autotask
Configure Autotask API User
Configure Ticket Callouts for Autotask
Impersonate Autotask Resources from TopLeft
Limit the Autotask Queues Synced by TopLeft
Confirm Browser Settings for Autotask
Configure Emails Sent to Autotask Contacts
Customize Autotask Ticket Priority Colours
Change How Long TopLeft Keeps Completed Autotask Tickets
HaloPSA
Configure HaloPSA Role and API Agent
Manage Users and Licensing
Select Licensed Users
Add and Remove Users
Select Administrative Users
Manage 2FA for Users
Review User Activity
Restrict Visibility of Boards
Set Up SSO with MS Entra ID
Manage Teams
ConnectWise
License Types Supported in ConnectWise
Visualize Your Work
TopLeft Dashboard
Introduction to the New UI
Managing Views
Filtering in Views
Workflows in Views
Visualizations of Views
Visualizations: Boards
Visualizations: Gantt
Editing Records in New UI
Conditional Formatting
Parts of a TopLeft Kanban Board
Understanding Kanban Cards
Ranking Cards
Manage Kanban Boards
Options for Kanban Boards
Manage Projects with Gantt Charts
Show Work in Groups with Swimlanes
Highlighting Problem Work
Working with SLAs
Show Hours and Age Metrics for Columns and Swimlanes
ConnectWise
Options for Highlighting Problem Work for ConnectWise
Highlighting Work by Customizing the Appearance of Cards
Conditions and Styles for Card Appearance Customization
Understanding ConnectWise Ticket Cards
Understanding ConnectWise Project Cards
Understanding ConnectWise Opportunity Cards
Understanding ConnectWise Activity Cards
Options For ConnectWise Ticket Boards
Options for ConnectWise Project Boards
Options for ConnectWise Opportunity Boards
Options for ConnectWise Activity Boards
Card Group Metrics for ConnectWise
Autotask
Options for Highlighting Problem Work for Autotask
Understanding Autotask Ticket Cards
Understanding Autotask Task Cards
Understanding Autotask Project Cards
Options for Autotask Ticket Boards
Options for Autotask Task Boards
Options for Autotask Project Boards
Card Group Metrics for Autotask
Manage PSA Data in TopLeft
Changing Status of Records
Editing Records
Using Timers to Track Time
View Ticket Attachments
ConnectWise
Editing ConnectWise Tickets
Editing ConnectWise Projects
Editing ConnectWise Opportunities
Editing ConnectWise Activities
Drag Cards Between ConnectWise Swimlanes
Autotask
Editing Autotask Tickets
Editing Autotask Tasks
Editing Autotask Projects
Drag Cards Between Autotask Swimlanes
Manage Projects in TopLeft
Capacity Planning for MSPs
Capacity Planning: Member Availability
Capacity Planning: Project Scheduling
Capacity Planning: Phase Planning
Communicate with Clients
Set Up a Board for Client Access
License Client Portal Companies and Invite Users
Impersonate Client Portal Users
Customize Client Portal Invite Emails
Integrate with Other Tools
Integrate with CloudRadial
Integrate with Nave - Kanban charts
Customize Card Title URL to Integrate With Desk Director, NilearOS, and Others
Troubleshooting TopLeft
An Expected Card Doesn't Appear On a Board
Data Sync Isn't Working Properly
billingCodeID or departmentID is a Required Field Error
ConnectWise Boards Don't Appear in TopLeft
Ticket Sync Times Out With ConnectWise PSA
12 Weeks to Kanban
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
Week 2: Create a TopLeft Kanban Board for the Workflow Described in Week 1
Week 3: Select Members To Hold Two Kanban Roles
Week 4: Begin Using Kanban for the Workflow
Week 5: Begin a Daily Meeting
Week 6: Handle Urgent Work
Week 7: Define Done for Ready Tickets
Week 8: Handle Unassigned Started Tickets
Week 9: All Work Is Prioritized Except Real-Time Level 1 Support
Week 10: Use Work-In-Progress Minimums and Maximums
Week 11: Emphasize Neglected Work
Week 12: Review Everything
Evaluation questions
What are your security practices?
How do you protect our data?
How does drag and drop work?
What goes in the columns?
We have thousands of open tickets, can we restrict what is shown on a board?
What about Closed Loop emails in PSA?
Can you schedule tickets and projects?
Can you create projects or tickets?
How long does it take for updates to show up in the PSA?
What about sales opportunities and activities?
What about task checklist on a ticket?
Do you have MS Teams integration?
Are there any email notifications?
Do you have a trial?
How does pricing work?
Do you have a mobile app?
Why is TopLeft better than Monday.com, Trello, Asana, or MS Planner?
Do you have Gantt charts for Project Management?
Do you have any kind of automation or workflow engine?
Can TopLeft Do Capacity Planning?
New user questions
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 Tips
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
Empowering Your MSP Team to Adopt Kanban with TopLeft
Managing Tickets Like Network Traffic: Keep Work Moving Without Overload
Using TopLeft with Waterfall Project Management
Are Your Daily Team Habits Driving Flow and High Performance?
Getting Your Whole Team to Use TopLeft
Dispatch Eliminator: How to Eliminate Scheduling Chaos and Boost Efficiency in Your MSP
Advanced
Hide company names on a screenshot or screen share
Docs
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Legacy interface
Advanced
Advanced topics
Hide company names on a screenshot or screen share
Blur company names on a TopLeft board with two console commands before a screenshot or screen share.
