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Why TopLeft?

Managing multiple MSP projects in AutoTask alone overwhelms techs and leadership. Tickets vanish in lists, progress tracking suffers, and early issue detection becomes impossible.

Your team faces daily challenges:
  • Limited Visual Tools: AutoTask's data-focused interface lacks visual workflow capabilities
  • Status Tracking Headaches: Techs waste time navigating screens to understand ticket status
  • Hidden Bottlenecks: Service delays only become visible after affecting clients
  • Workload Imbalance: Resource allocation requires jumping between multiple screens
  • Executive Blindspots: Portfolio oversight demands time-consuming report generation
  • Team Silos: Cross-functional collaboration hindered by disconnected workflows
  • Capacity Planning Struggles: Resource decisions require piecing together data from multiple views
  • Rigid Priority Management: Shifting client needs demand flexibility AutoTask can't provide

TopLeft works alongside AutoTask giving you the visual workflow management your team's been missing.

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

- Scott Taylor, CEO at Elixo Technologies

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Battling Service Delivery Bottlenecks & SLA Compliance Issues? 

Switching between AutoTask screens to manage tickets wastes valuable time. TopLeft's visual layer brings instant clarity to your service delivery.

With AutoTask + TopLeft, your MSP gains:

  • Full Ticket Visibility: See every ticket needing attention on one screen
  • Instant Status Awareness: Visual indicators show ticket states at a glance
  • Smart Capacity Control: Balance technician workload with visual allocation tools
  • Issue Prevention: Spot potential problems before clients do
  • Clear Priority Focus: Urgent items stand out unmistakably

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 slip
  • Smarter Resource Allocation: Balance workload visually across your entire team
  • Integrated Time Insights: View tech hours directly on boards
  • Single-Screen Context: No more hunting through multiple screens
  • Executive-Ready Analytics: Real-time project health and budget visibility

Result: Better ticket visibility, balanced workload, organized 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 intuitive
  • Instant Team Visibility: See workload distribution and progress at a glance for faster resource decisions
  • Visual Dispatch: Assign tickets with drag-and-drop simplicity for more efficient help desk management

Get AutoTask's data power with the visual clarity your team needs to boost productivity and client satisfaction.

Technical Integration Details

TopLeft connects to your AutoTask through secure API integration without changing your existing setup:

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

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 transforms 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 your AutoTask and TopLeft have synchronized, you can access your ticket details and workflow from any device, complementing AutoTask's modern interface with effective visual management. 

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. 

Request a Consultation