The #1 PSA-integrated
Project Solution

Visualizing an MSP's workflow
Hero Illustration-3

Whether you’re looking to set up a  ConnectWise Kanban or an AutoTask Kanban
TopLeft’s two-way integration capability can make syncing data fast and seamless for you.

TopLeft Kanbans are designed to
scale and change with you

Stay agile and always be ready to adapt with a tool that grows and evolves with your business

Feature 01 Breakdown

Breakdown and Estimate Work

Analyze projects into manageable tasks to easily determine the best workflow to complete them.

  • Highlight cards with upcoming SLAs or due dates to prioritize your tickets
  • Customize card appearance to emphasize tickets that need special handling
  • Rank cards automatically according to customizable properties
  • Update priority, due dates, time estimates, titles, and descriptions, etc. TopLeft will instantly sync it with your PSA
  • Change a ticket status by simply drag-and-dropping it into a different column
  • Enter time estimates and ticket notes
  • Track project timeline, task schedule, sequence, and dependencies through Gantt chart view
Feature 01 Visualize

Visualize and Prioritize

Monitor your team’s workload and quickly see task and ticket status in real-time.

  • Identify bottlenecks instantly just by looking at columns or horizontal lanes to see which ones have the most cards
  • Rank and color-code your tickets both manually and/or automatically, based on custom settings. For example, highlight cards that haven’t recently changed status or had a new time entry or note to identify neglected work
  • Group and review work by project, engineer, type, priority, project manager, location, team, owner, company, ConnectWise board, phase, Autotask queue, and category
  • See ticket details and notes with just one click
  • View an individual engineer’s workload
  • Set work-in-progress limits by project, individual engineer, ticket priority, board (ConnectWise), or queue (Autotask) to prevent ticket backlogs
  • Let clients monitor their projects and tickets with the self-serve Client Portal.
Feature 03 Assign

Assign and Dispatch

Cultivate a culture of visualization and accountability for continuous people and process improvement.

  • Re-assign a ticket with just one click
  • View an engineer’s free and busy time during the day directly in TopLeft to dispatch faster
  • See a ticket’s scheduling information directly on its card

TopLeft for AutoTask and ConnectWise

A glimpse of how our Kanban Boards can elevate your current PSA tools and MSP workflows:

Show service and project tickets in an organized, easy-to-digest view.

Manage tasks and tickets that work efficiently with your team’s capacity.

Track project portfolio with individual task status and broad progress reports.

Oversee details of multiple projects on a single page, with a single click.

Identify problem tickets by customizing automations on overdue and stalled tasks.

Adjust project priorities with flexible ticket rankings that everyone can see.

Feature 01 Breakdown
Feature 01 Visualize
Feature 03 Assign

Powerful Integration

Connect with your favorite PSA tools
and supercharge your workflows
with TopLeft Kanban boards

Use Cases

Explore how TopLeft can be customized to fit your specific operations and processes

For Project Managers

Home - Use Cases - PM

Deliver on your commitment by efficiently managing and completing projects

For Service Managers

Home - Use Cases - SM

Enhance service delivery workflow by addressing bottlenecks promptly

For Project Managers

Home - Use Cases - Dispatch

Find unassigned tickets faster, and avoid overloading engineers with work

For Engineers

Home - Use Cases - ENGR

Organize and prioritize tasks with a better visualization of your workload

For MSP Owners

Home - Use Cases - Owner

Get projects done on time by organizing them based on criticality, urgency, or SLAs

For Sales Teams

Home - Use Cases - Sales

See the opportunity pipeline and pull them from new to closed without losing a pulse



You don’t have to take our word for it - hear what our clients have to say about working with TopLeft

Alex Anderson,
Project Manager

Helixstorm, Irvine

With TopLeft, it takes much less time for me to communicate, assign, and correct statuses.

I had a project with 55–60 tickets that needed assignments and status correction. In
ConnectWise, it takes me around 45 minutes to complete the job; while in TopLeft, it only took me 13 minutes.

Erik Woodland,
Pro Support Engineer

Intermix IT, Harrisburg

I appreciate the ease of being able to input time into tasks. The UI is far easier to navigate than in Autotask.

 I also have a more visually friendly view of all projects and tasks with their associated status. It is very helpful to see what’s going on project-wise at a glance.

Say goodbye to complex workflows, silo mentality, and workload overcapacity!
See Topleft Kanban Boards in action.