Manage PSA Data in TopLeft
Edit tickets, tasks, and projects, enter time and notes, and more
- Changing Status of RecordsThe status of a ticket, project, or opportunity is shown by the column it's in.
- Editing RecordsHow to open the editor for tickets and other PSA records in TopLeft. Editing needs an Engineer or Manager license.
- Using Timers to Track TimeTime your work with the timer on a card, then record it as a time entry.
- View Ticket AttachmentsTickets and tasks in a PSA can have documents attached.
ConnectWise
- Editing ConnectWise TicketsThe ConnectWise ticket fields, task checklist items and other details you can edit from a TopLeft board or Gantt chart.
- Editing ConnectWise ProjectsThe ConnectWise project fields you can edit from a TopLeft card or project timeline, and how to show project notes.
- Editing ConnectWise OpportunitiesThe ConnectWise opportunity fields you can edit from the menu on a TopLeft card.
- Editing ConnectWise ActivitiesThe ConnectWise activity fields you can edit from the menu on a TopLeft card.
- Drag Cards Between ConnectWise SwimlanesYou can drag cards between resource swimlanes on ticket boards to reassign the ticket.
Autotask
- Editing Autotask TicketsThe Autotask ticket fields, checklist items and other details you can edit from a TopLeft board or Gantt chart.
- Editing Autotask TasksThe Autotask task fields you can edit from a TopLeft card or Gantt chart, and how to manage task resources.
- Editing Autotask ProjectsThe Autotask project fields you can edit from a TopLeft card or project timeline, and how to show project notes.
- Drag Cards Between Autotask SwimlanesYou can drag cards between certain types of swimlanes to update the data in the record in your PSA.