Kanban boards for Autotask
For MSP service managers, technicians and project managers on Autotask.
Used by 700+ MSPs
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.
Know your team has room before you commit to a project
Capacity planning looks ahead. Before you take on a project or promise a start date, see whether your team has the hours for it. TopLeft reads the project work already scheduled in Autotask and shows it against each engineer's available hours:
See capacity week by week: spot who is overcommitted in any coming week, and who has room.
Plan start dates you can keep: move a project's dates on the timeline and watch the load change before you give the client a date.
Balance the work before it lands: shift tasks to someone with room before the week arrives.
For how work is going right now, use Project Health AI and the Kanban boards.
Organize and control work by grouping projects, resources, and priorities visually
Autotask provides a strong foundation for MSPs, and TopLeft adds clear, visual Swimlanes (rows that group cards, for example by client, technician or project) 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.
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.
Why TopLeft stands apart from other visualization tools
Unlike Autotask, most visualization tools like Trello, Microsoft Planner, Jira, Monday.com, Smartsheet, Moovila, Asana, NilearOS and Microsoft Project are built for general project/ticket tracking, not for MSP operations.
TopLeft connects 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 work-in-progress (WIP) limits, a cap on how many cards a column or a person can hold at once, 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
MSPs on seeing their tickets and projects clearly
★★★★★
“The big AHA moment was when I could click on the magnifying glass on a project drill into the tickets for the project. OH MY GOSH. As a project manager I see my own projects- but to talk w/ clients you need to know about the individual tickets. It gives project managers a better way to manage project milestones.”
Scott Patsy
Manager of Strategic Engagement, CIT
★★★★★
“It's weird that this is the exact same data in a new visual form, but suddenly everybody knows which tickets should have been closed when they didn't just with ConnectWise Manage. (Closed almost 300 old or finished tickets out of 450 in a week)”
Matthew Kaufman
CEO, KaufmanIT
★★★★★
“As of today, we're sitting at 100% CSAT rating. Our ticket count right now is 15. And we haven't lost a client in 2 years.”
Scott Taylor
COO, Allixo Technologies
Simple implementation in 30 minutes
With Autotask, you can sync easily with TopLeft features in four steps:
- Configure an Autotask API Agent with appropriate permissions
- Enter your Autotask credentials in TopLeft's integration portal
- Select which ticket types and Autotask data you want to visualize
- 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 improve team collaboration across devices, all while improving efficiency and reducing bottlenecks.
See it in action
Get a personal tour of how PSA-integrated Kanban boards give your team a shared view of all their work.