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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.

 

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

- Scott Taylor, CEO at Elixo Technologies

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Having Trouble With Service Delivery Bottlenecks & SLA Issues? 

Switching between Autotask screens to manage tickets wastes valuable time. TopLeft gives you a clear visual view of your entire service delivery in one place.

 

With AutoTask + TopLeft, your MSP gains:

  • Full Ticket Visibility: See every ticket needing attention on one screen so everyone on your team knows what to work on
  • Instant Status Awareness: Visual indicators show ticket statuses at a glance
  • Smart Capacity Control: Easily balance technician workloads and prevent burnout with clear, visual workload planning tools.
  • Issue Prevention: Spot potential problems before clients do
  • Clear Priority Focus: Urgent items stand unmistakably, so they do not go missed

Take Control of Your Projects and Resources

Managing projects in AutoTask overwhelms teams with buried details and endless screen-switching.

TopLeft + AutoTask delivers:
  • Visual Project Dashboard: See all projects at once with customizable views
  • Early Risk Detection: Catch problems before deadlines are missed
  • Smarter Resource Allocation: Balance workload visually across your entire team
  • Integrated Time Insights: View technician hours directly on boards
  • Single-Screen Context: No more hunting through multiple screens
  • Executive-Ready Analytics: Real-time project health and budget visibility

Result: Gain clearer ticket visibility, balanced workloads, and smoother, on-time service delivery.

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Autotask

AutoTask-Specific Benefits

AutoTask provides the foundation, but lacks critical visual workflow tools for MSPs.

TopLeft delivers what's missing:

  • Smart Ticket Organization: Swimlanes by project, priority, or team make finding and acting on tickets easy and fast
  • Instant Team Visibility: See workload distribution and progress at a glance so everyone on your team can make decisions faster
  • Visual Dispatch: 

    Assign tickets instantly with TopLeft’s drag-and-drop boards so your help desk resolves issues faster and keeps work moving.

Use Autotask’s data in clear visual boards so your team can see priorities, complete work faster, and keep clients satisfied.

Technical Integration Details

TopLeft connects to Autotask through a secure API integration, letting your team see all tickets and projects in one place without altering your existing setup:

  • Real-time Sync: Changes in either system appear instantly with no double-entry needed
  • Complete Ticket Support: Works with all AutoTask ticket types for unified visibility
  • Preserves Your Setup: Maintain existing configurations while adding visual boards
  • Security Compliant: Follows all Autotask permissions and security rules to keep your team protected.

Everything you need from service tickets to projects, now visually organized in one place.

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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