Visualize Your Work
Set up your views and visualizations and get new insight into your work
- TopLeft DashboardTopLeft has a dashboard that shows important metrics for each board, organized by team.
- Introduction to the New UITopLeft has a new user interface (UI).
- Managing ViewsHow to create and edit Views, which show your PSA work as Kanban boards, Gantt charts, dashboards and capacity plans.
- Filtering in ViewsWhen viewing your PSA work in TopLeft, you need to define which tickets or projects you want to see.
- Workflows in ViewsIn a Kanban board, columns represent the stages each work item progresses through from beginning to end.
- Visualizations of ViewsThe ways a View can be shown (Kanban board, Gantt chart, charts report, capacity planning) and how to switch between them.
- Visualizations: BoardsThe main visualization in TopLeft is the Kanban board.
- Visualizations: GanttTopLeft can show data from your PSA on Gantt charts.
- Editing Records in New UIYou can update your tickets, projects, and other PSA work records from TopLeft using a convenient editing form.
- Conditional FormattingRules that change how matching records look on a Kanban board, like a red outline on Emergency priority tickets.
- Parts of a TopLeft Kanban BoardHow boards, columns, filters and card ranking fit together in TopLeft's older interface.
- Understanding Kanban CardsWhat Kanban cards show in TopLeft's older interface, with a page for each card type.
- Ranking CardsDrag cards up or down a column to set their priority, in TopLeft's older interface.
- Manage Kanban BoardsHow to add and edit Kanban boards in TopLeft's older interface.
- Options for Kanban BoardsReference for the options every type of Kanban board shares in TopLeft's older interface.
- Manage Projects with Gantt ChartsTopLeft shows your project tasks in Gantt charts so you can understand the timing of projects and tasks.
- Show Work in Groups with SwimlanesSwimlanes visualize how work is distributed in your organization.
- Highlighting Problem WorkTopLeft helps you identify problem work such as tickets that are overdue or stalled in their status or projects with an approaching end date.
- Working with SLAsSLA visualization in TopLeft help you identify tickets that need attention so you can meet the agreements you've made with customers.
- Show Hours and Age Metrics for Columns and SwimlanesTopLeft can provide summary information about budgets, logged time, ages, etc.
ConnectWise
- Options for Highlighting Problem Work for ConnectWiseThis is the list of fields that can be used for highlighting problem work for ConnectWise boards.
- Highlighting Work by Customizing the Appearance of CardsUse style profiles to give ConnectWise ticket cards a coloured border or background when they match a rule.
- Conditions and Styles for Card Appearance CustomizationReference for the conditions and styles that customize the appearance of ConnectWise ticket cards.
- Understanding ConnectWise Ticket CardsWhat each part of a service or project ticket card shows on a ConnectWise ticket board.
- Understanding ConnectWise Project CardsWhat each part of a card shows on a ConnectWise project board.
- Understanding ConnectWise Opportunity CardsWhat each part of a card shows on a ConnectWise opportunity board.
- Understanding ConnectWise Activity CardsWhat each part of a card shows on a ConnectWise activity board.
- Options For ConnectWise Ticket BoardsReference for the card fields, metrics, swimlanes and other options specific to ConnectWise ticket boards.
- Options for ConnectWise Project BoardsReference for the card fields, metrics, swimlanes and other options specific to ConnectWise project boards.
- Options for ConnectWise Opportunity BoardsReference for the card fields, metrics, swimlanes and other options specific to ConnectWise opportunity boards.
- Options for ConnectWise Activity BoardsReference for the card fields, swimlanes, filters and other options specific to ConnectWise activity boards.
- Card Group Metrics for ConnectWiseThis is the list of group metrics available for ConnectWise boards.
Autotask
- Options for Highlighting Problem Work for AutotaskThis is the list of fields that can be used for highlighting problem work for Autotask boards.
- Understanding Autotask Ticket CardsWhat each part of a card shows on an Autotask ticket board.
- Understanding Autotask Task CardsWhat each part of a card shows on an Autotask task board.
- Understanding Autotask Project CardsWhat each part of a card shows on an Autotask project board.
- Options for Autotask Ticket BoardsReference for the card fields, metrics, swimlanes and other options specific to Autotask ticket boards.
- Options for Autotask Task BoardsReference for the card fields, metrics, swimlanes and other options specific to Autotask task boards.
- Options for Autotask Project BoardsReference for the card fields, metrics, swimlanes and other options specific to Autotask project boards.
- Card Group Metrics for AutotaskThis is the list of group metrics available for Autotask boards.