Learning Center: Lean and Kanban
3 Problems That Cause Neglected Tickets in MSPs
One challenge faced by every MSP is ensuring that service and project tickets are started, worked, and completed in a reasonable amount of time. Some MSPs have mastered this; others not so much. It's common for MSPs to have a lot of neglected tickets- tickets that...
MSP Project Management with Kanban – Webinar June 30
What's the worst part about managing projects in ConnectWise or Autotask? Is it the lack of visibility into a project's tasks as they progress through the project workflow? The inability to manage your whole portfolio of projects? Or the way it takes 100 clicks to do...
Accelerate MSP Service Delivery with Kanban Boards for Dispatchers & Engineers – Webinar May 2020
https://youtu.be/ROGgczK3mbQ This webinar was hosted on May 27, 2020. Learn how you can rescue service delivery at your MSP- relieving overworked dispatchers, guiding unfocused engineers, and saving neglected customers. As an MSP, you need efficient dispatch and...
MSP Project Management with Kanban – Webinar
Where’s the Recording? Missed the webinar or want to review again? The recording is available online. What's the worst part about managing projects in ConnectWise or Autotask? Is it the lack of visibility into a project's tasks? The inability to manage your...
Getting Ready to Accelerate Out of The Hairpin Curve
Business won't be the same even when the crisis is over. Wim Kerkhoff, founder of TopLeft and the MSP Kerkhoff Technologies, shares thoughts on remote work and four things you can do to prepare your MSP to be better than ever during the Covid-19 crisis and after it...
Economic Storm Business Survival Guide
Our good friend, entrepreneur and business coach Manuel Palachuk, is delivering a webinar on March 31 to help you understand the economic implications of what’s happening- and how to survive it. There is an immense amount of uncertainty to navigate in this economic...
Remote Work Partner Roundtable
Wim Kerkhoff- CEO and founder of Kerkhoff Technologies, a Vancouver MSP, and TopLeft Kanban Boards for MSPs I’m setting up our first Partner Roundtable session. Primary goal is to brainstorm how we can best support our MSPs’ service/project engineers that are now...
Taking control of Service Delivery – Webinar
Where’s the Recording? Missed the webinar or want to review again? The recording is available online. Original Post… Many MSPs struggle to strike the right balance between flexibility and structure when managing service work. It's even more difficult when your team...
Ticket and Task Assignments and Time Entries in Autotask
Autotask users can now use Kanban for two common cases: Set a ticket or task primary assignment- great for service managers, project managers, or for technicians who fetch work from a team queue and need to assign themselves. Enter time on a ticket or task- very...
Streamline Project Management in Autotask and ConnectWise – Webinar
Where's the Recording? Missed the webinar or want to review again? The recording is available online. Original Post... Does managing your projects in ConnectWise or Autotask get you down? Tired of clicking, clicking, clicking, to see the most basic info about a...
Webinar January 30- 2 types of boards, recent updates, Q&A time
We're introducing a recurring webinar for everyone who wants to know more about Kanban- both Kanban methods as they apply to MSPs, and Kanban the board application from TopLeft. In the first webinar we'll discuss: The two types of Kanban boards- everyone has tried one...
Introducing Calendar Dispatch and Schedule Indicators
We've introduced a few powerful new features in TopLeft boards that help you and your team keep track of work in calendars. These are very useful if you manage work by assigning to calendars. Dispatch to Calendars in Kanban You can now dispatch work to a member's...
Announcing TopLeft
CW Kanban, the maker of Kanban boards for ConnectWise and Autotask, is now TopLeft! Over the past 3 years, CW Kanban has built web-based Kanban boards that help MSPs take back control of their work. Today we're pleased to announce the launch of a new corporate brand...
Webinar – Autotask December Update December 20
We've been working very hard on Kanban boards for Autotask and want you to know the latest news! Join the webinar to hear: From an Autotask MSP early adopter- how Kanban has already helped, in their own words What's available in the application right now What's in the...
ConnectWise Activities available in CW Kanban
It's finally here! You can now create Kanban boards that show ConnectWise Activities. Activities are used in ConnectWise for a couple of purposes: to track discrete steps in pursuing sales opportunities- such as meeting the client at their office, writing a proposal,...
ConnectWise + Zapier for Kanban board integration
Does this sound familiar? Your company uses ConnectWise ManageData about literally everything that happens in your company is in ConnectWise - tickets, projects, opportunities, everythingYou want to see the data in a useful way, not just in tables of data buried 10...
Lean CEO – Redefining work and respecting IT workers
This blog post is based on both my experience and learnings from The Lean CEO book by Jacob Stoller, looking closely at what organizations like Toyota were doing in Japan several decades ago. I (Wim) hope to blog more on my learnings from this book, especially as they...
Webinar: Kanban for MSPs: How Service Providers Can Reduce their Workload
As an MSP, have you struggled to fully understand work in progress and how to advance it to completion? On October 1st we're hosting a webinar about using Lean and Kanban techniques to accelerate project and service delivery in MSPs. Can't wait to see you there!...
Time Entry Enhancements
In May we introduced the capability to enter time in CW Kanban- it was one of our top-requested features. We got lots of great feedback- many ?'s and plenty of requests for enhancements. We wanted to let you know that these enhancements are available now. Here's what...
CW Kanban Update Webinar- August 6, 2019- Registration & Recording
Missed the webinar? No problem- we recorded it for you. https://www.youtube.com/watch?v=kFg5F2irEtg And here's the slide deck: CW-Kanban-Webinar-2019-08-06.pdf We're hosting a webinar on Tuesday, August 6, and you're invited! A lot has been happening here at CW Kanban...
Credit card payments available
CW Kanban now offers credit card payments directly, without using Paypal. If you wish to continue paying via Paypal, no action is needed. If you want to begin using direct credit card payments, you can log into Paypal to cancel your CW Kanban recurring payment, or let...
Mobile Improvements
Many people have asked us about mobile access for CW Kanban, to help technicians and anyone else who frequently works away from their desktop computers. Until now, CW Kanban has been difficult (actually broken) to use on mobile devices. We wanted to let you know that...
Two factor authentication is now available
Two factor authentication is now available in CW Kanban! 2FA is one of the most effective ways to prevent unauthorized access to data, because a hacker needs to steal more than just a password to access your account. We recommend you begin using it right away,...
Swimlane and style profile improvements
We at CW Kanban hope you're having a great summer! Or winter, for our Australia/New Zealand customers. We've been working hard to improve Kanban and wanted to let you know there's a few new options available to let you visualize your work in more ways. Swimlanes for...
Comparison of ConnectWise Manage Agile Board to CW Kanban
How CW Agile Board is currently better than CW Kanban Quick Create for ticketBlock/Unblock tickets (without requiring a specific status)Can work on tickets in simple mode - hide finance, resources etc with a link to the regular full ticket screenCan pop the ticket out...