Want Kanban for Autotask?
Kanban for Autotask is available now!
Kanban for Datto Autotask PSA
View the December update webinar (December 20)- we describe what’s available in Kanban, what’s coming up, we hear from an Autotask early adopter how Kanban has already helped them, and explain how early adopters can save 10-30% (but only for a short time!)
Is this you?
- Want to adopt Agile and Lean concepts in your service and project teams?
- Need a way to visualize the status of tickets in your system, cut through the noise, identify bottlenecks, and know what really needs to be dealt with today?
- Like what you see in TopLeft, just want it for Autotask?
- Interested in Agile Service Delivery?
- Read (or listened to) the Phoenix Project book and are itching to implement it?
Autotask PSA support for TopLeft is coming here!
We’re going to release a lean, mean, easy-to-use and stable Version 1 to get into people’s hands ASAP, and then keep rolling out additional features after that.
Version 1 – Minimum Viable functionality COMPLETE
- Dedicated application instance
- Synchronization of Tickets, Resources, Projects, Accounts (company), Status, Priority, and Queues
- Drag & drop for ordering tickets in columns and for moving tickets between columns, which updates ticket status in Autotask.
- Board editor for defining ticket filters and mapping ticket statuses to columns. Filters will be roughly based on the types of records we sync, described above.
- Basic display filters to further refine the tickets shown on
a board(i.e. technician can filter to see only his or her assigned tickets)
Kanban boards are available now! Sign me up
Version 2 IN PROGRESS
- Horizontal swimlanes to group tickets by assigned tech, company, priority, queue, etc. Complete
- Tasks (associated w/ Project) Complete
- Add sync and filtering support for remaining fields, to match the ConnectWise functionality
- In-app management of ticket fields- primary member assignments, time entry, ticket status, ticket priority, secondary assignments, and service calls
- Sales Opportunities
- Customization of card appearance based on card properties