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Why TopLeft?

Managing multiple MSP projects in Autotask overwhelms both techs and leaders.

Your team struggles daily:

  • Tickets get buried in Autotask lists

  • Status tracking wastes tech time

  • Bottlenecks appear only after client impact

  • Portfolio oversight takes hours of reports

  • Team miscommunication make coordination harder

  • Rigid priorities keep everyone reacting

TopLeft works with your Autotask setup rather than against it. This solves your team's issues while keeping all existing functionality.

 

TopLeft_Integration-Page_20250604_PSA_01_AutoTask

"We improved net profit from 9% to 22%" 

- Scott Taylor, CEO at Elixo Technologies

capacity planning landing page

Keep projects on track with smarter Autotask capacity planning.

 

Switching between Autotask screens wastes time and makes it hard to see who’s overloaded with work. TopLeft would add a clear visual layer so your team can:

 

See Capacity in Real Time – Instantly spot when someone’s overbooked with work, and adjust before deadlines slip.

Balance Workloads Easily – Reassign tasks in seconds so every technician has a manageable queue.

Prevent Bottlenecks Early – Use TopLeft’s AutoTask-integrated client portal to spot delays in real time and address issues before they affect clients or project timelines.

 

Focus on What Matters Most – Know exactly which projects and tickets need attention to keep work flowing and SLAs on track.

Organize and Control Work by Grouping Projects, Resources, and Priorities Visually

Autotask provides a strong foundation for MSPs, and TopLeft would add clear, visual Swimlanes that make daily work easier to organize and control. You will gain:

Smart Ticket Organization: Your team can instantly see which tickets matter most by viewing Autotask work grouped by project, priority, or technician.

Visual Dispatch: Quickly balance workloads and assign tickets in seconds, keeping the right techs on the right tasks without confusion or delays.

Instant Team Visibility: See work progress, capacity, and bottlenecks at a glance

 

Result: Help your team stay focused, avoid burnout, and finish work on time.

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Faster Dispatching and Clearer Work Ownership Through Autotask

Autotask provides a strong foundation for MSPs, and TopLeft adds real-time dispatch visibility so you can assign work faster and keep every technician accountable.

 

You’ll gain:


  • Instant Team Visibility: See technician capacity and ticket ownership at a glance so dispatch decisions are fast and balanced.
  • Full Ticket Visibility - See every ticket in one view so none of your technicians' responsibilities slip through the cracks.

Result: Faster dispatching, balanced workloads, and no missed tickets.

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Why TopLeft Stands Apart from Other Visualization Tools

Unlike Autotask, most visualization tools like Trello, MS Planner, Jira, Monday.com, Smartsheet, Moovila, Asana, NilearOS and Microsoft Project are built for general project/ticket tracking, not for MSP operations.

 

If the integration happens, TopLeft will connect with Autotask to give users clear visual boards and deeper PSA project visibility, combining service, project, and client management in one place.

 

This is used for managing real PSA client work, including ticket queues, recurring tasks, SLAs, and dispatch assignments.

 

Your Path to Better Project and Service Management

The transformation journey begins with visualization, improves workflow, and strengthens operations. MSPs using TopLeft with AutoTask typically experience:

See Clearly

Visualize your AutoTask data with Kanban boards
See project timelines with Gantt charts and Swimlanes
Spot workflow problems with visual analytics

Improve Flow

Implement WIP limits and identify bottlenecks
Improve ticket resolution processes
Unite teams with collaborative visual boards

Transform Operations

Build sustainable practices based on visual data
Create predictable service delivery patterns
Deliver projects on time with improved client satisfaction

What Our Clients Are Saying

Scott Patsy - CIT
star
As a project manager working with lots of PSA data, the big AHA moment was clicking on a project and instantly seeing all its tickets. I can finally manage milestones and have meaningful client conversations with full context about our PSA's project data.
Scott Patsy
Manager of Strategic Engagement
CIT
Matthew Kaufman - Kaufman IT
star
It's the same PSA data, just finally in a form that makes sense. In one week, we closed nearly 300 old or forgotten tickets because TopLeft made them visible in our PSA's environment. We're faster, more responsive, and more organized.
Matthew Kaufman
CEO
KaufmanIT

Simple Implementation in 30 Minutes

With AutoTask, you can sync easily with TopLeft features in five simple steps: 

  1. Configure an AutoTask API Agent with appropriate permissions 
  2. Enter your AutoTask credentials in TopLeft's integration portal 
  3. Select which ticket types and AutoTask data you want to visualize 
  4. Invite your team to start collaborating with their AutoTask data 

Now that your AutoTask and TopLeft are synchronized, you can effortlessly track ticket details, visualize workflows, and boost team collaboration across devices, all while improving efficiency and reducing bottlenecks.

 

Want to see TopLeft enhance your MSP Project and Ticket Management?

No Sales, just us listening and understanding your goals then showing you exactly how you can achieve them using Autotask with TopLeft. 

Book Your Autotask Flow Assessment Today