Kanban, Gantt, and Capacity Planning for your existing PSA
One visual system with bi-directional API connection to your existing tickets and projects, so your team can be on the same page. No more Excel files or Zapier connections!
See the work
Boards, timelines and capacity, built from the tickets and projects already in your PSA.
Kanban boards
Visualize your work in a way that mirrors the actual processes. Name and order columns for the stages and statuses your MSP uses.
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Gantt charts
Plan and track project timelines and dependencies. Each project is a bar on a timeline, coloured by status such as on track, at risk or over budget.
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Capacity planning
Compare each engineer’s weekly available hours with scheduled project work. Red shows where work exceeds what people can do. Clear the red, and the all-green chart tells you when a project can realistically start.
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Swimlane views
Group cards by project, phase, resource or team in horizontal lanes to see workloads and spot bottlenecks or uneven distribution of work.
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Conditional formatting
Card backgrounds, borders and corner badges change with priority, due date or custom fields, so technicians spot emergencies and prevent missed SLAs at a glance.
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Query builder
Choose exactly which tickets a board shows. Combine rules with AND, OR and NOT, match names that start with, end with or contain a word, and preview the matching tickets while you build.
WIP limits
Cap how much work in progress (WIP) each column holds, for the whole board or per technician. A column over its limit turns red, so overload shows before work stalls.
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Filters
Filter by client, engineer, project status, ticket priority, due date and more. Service managers can show only the tickets nearing their SLA deadline.
Learn more →AI on your PSA data
Use AI to get answers from your existing PSA data. We enforce Zero Data Retention (ZDR) so that the providers don't retain anything or train on your clients' data.
Project Health AI
Every project scored from the data already in your PSA: schedule, budget, activity, completion, margin and milestones. An AI review reads the tickets, notes and time entries, grades the project and lists what to do first.
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MCP connector
Connect Claude, ChatGPT, Gemini, Copilot or any AI tool that supports MCP (Model Context Protocol, the open standard AI tools use to connect to other software) to your TopLeft boards. Ask what a tech was working on, triage new tickets or build a client’s quarterly business review (QBR) deck.
Learn more →Move the work
Change a priority or a status on the board and your PSA has it at once.
Drag and drop
Prioritize tasks within a column by dragging the card, like moving sticky notes on a whiteboard. The team sees the new stage or priority without an email or a chat message.
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Real-time updates
A status change, a new note or a milestone updates the PSA instantly and shows in TopLeft straight away. Everyone from technicians to managers works from current data.
Learn more →Clients and scheduling
Keep clients informed and book the work that needs a date.
Client portal
Clients follow their projects and tickets without asking for updates. You choose what they see, from ticket statuses and project phases to notes and time entries, and whether they can create tickets.
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Dispatch and scheduling
Schedule a resource for a date and time and your PSA updates instantly. Drag cards between resource swimlanes to rebalance work.
Learn more →What MSPs say
★★★★★
“We transitioned from ConnectWise Manage to TopLeft for better ticket management. And we have improved SLA adherence from 60% to 90% within six months.”Read the full story
Chase Effler
Engineering Manager, Appalachian Network Services
★★★★★
“TopLeft turned project management from staring at huge lists, impossible to prioritize, into easily digestible, very visually compelling information.”
Sarah Ellis
CIO, Clear Guidance
★★★★★
“The big AHA moment was when I could click on the magnifying glass on a project drill into the tickets for the project.”
Scott Patsy
Manager of Strategic Engagement, CIT
★★★★★
“We manage a lot of Projects (40 - 60 at a time) and TopLeft has proven to improve focus and save time capturing critical information needed to keep projects on schedule!”
Frank Hannaford
Solutions Architect, CoreTech
Questions MSPs ask
Where can I learn how to use TopLeft’s features?
How do I make sure my team knows how to use them?
How do I know which features are right for my team?
See TopLeft on ConnectWise, Autotask or HaloPSA
A 45-minute demo with our team, in a demo environment built on a real PSA.