Kanban boards for ConnectWise PSA
For MSP service managers, technicians and project managers on ConnectWise.
Used by 700+ MSPs
Why TopLeft for ConnectWise?
- Critical tickets slip through cracks across multiple boards
- Excessive clicks for status updates waste time
- Delayed time entries affect billing and profitability
- Poor SLA visibility risks client satisfaction
- One-size-fits-all views ignore role-specific needs
- Deadlines and urgent items difficult to identify
TopLeft works with your existing ConnectWise setup, not against it. You keep all its functionality while gaining the clarity and control your team needs to deliver faster.
Know your team has room before you commit to a project
Capacity planning looks ahead. Before you take on a project or promise a start date, see whether your team has the hours for it. TopLeft reads the project work already scheduled in ConnectWise and shows it against each engineer's available hours:
See capacity week by week: spot who is overcommitted in any coming week, and who has room.
Plan start dates you can keep: move a project's dates on the timeline and watch the load change before you give the client a date.
Balance the work before it lands: shift tasks to someone with room before the week arrives.
For how work is going right now, use Project Health AI and the Kanban boards.
Organize and control work by grouping projects, resources, and priorities visually
ConnectWise provides a strong foundation for MSPs, and TopLeft adds clear, visual Swimlanes (rows that group cards, for example by client, technician or project) that make daily work easier to organize and control. You will gain:
Smart Ticket Organization: Your team can instantly see which tickets matter most by viewing ConnectWise work grouped by project, priority, or technician.
Visual Dispatch: Quickly balance workloads and assign tickets in seconds, keeping the right techs on the right tasks without confusion or delays.
Instant Team Visibility: See work progress, capacity, and bottlenecks at a glance.
Result: Help your team stay focused, avoid burnout, and finish work on time.
Faster dispatching and clearer work ownership through ConnectWise
ConnectWise provides a strong foundation for MSPs, and TopLeft adds real-time dispatch visibility so you can assign work faster and keep every technician accountable.
You’ll gain:
- Instant Team Visibility: See technician capacity and ticket ownership at a glance so dispatch decisions are fast and balanced.
- Full Ticket Visibility: See every ticket in one view so none of your technicians' responsibilities slip through the cracks.
Result: Faster dispatching, balanced workloads, and no missed tickets.
Why TopLeft stands apart from other visualization tools
Unlike ConnectWise, most visualization tools like Trello, Microsoft Planner, Jira, Monday.com, Smartsheet, Moovila, Asana, NilearOS and Microsoft Project are built for general project/ticket tracking, not for MSP operations.
TopLeft connects with ConnectWise to give users clear visual boards and deeper PSA project visibility, combining service, project, and client management in one place.
This is used for managing real PSA client work, including ticket queues, recurring tasks, SLAs, and dispatch assignments.
Your path to better project and service management
The transformation journey begins with visualization, improves workflow, and strengthens operations. MSPs using TopLeft with ConnectWise typically experience:
See clearly
- Visualize your ConnectWise data with Kanban boards
- Get color-coded SLA deadline indicators at a glance
- Gain immediate visibility into stuck work
Improve flow
- Implement work-in-progress (WIP) limits, a cap on how many cards a column or a person can hold at once, and identify bottlenecks
- Achieve clearer ticket prioritization and resolution
- Break down silos between teams
Transform operations
- Build sustainable practices based on visual data
- Deliver more consistent service with better SLA tracking
- Create happier clients through transparent management
MSPs on their SLAs, CSAT and project visibility
Three MSPs on what changed once their PSA work was on TopLeft boards.
★★★★★
“We transitioned from ConnectWise Manage to TopLeft for better ticket management. And we have improved SLA adherence from 60% to 90% within six months. Our employee utilization has improved as well from 30% to 75%, our target is 80% and we are almost there.”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
★★★★★
“As of today, we're sitting at 100% CSAT rating. Our ticket count right now is 15. And we haven't lost a client in 2 years.”
Scott Taylor
COO, Allixo Technologies
Simple implementation in 30 minutes
With ConnectWise, you can sync easily with TopLeft features in four steps:
- Create an API Member in ConnectWise with appropriate permissions
- Enter your ConnectWise credentials in TopLeft's integration portal
- Select which ConnectWise boards and data you want to visualize
- Invite your team to start collaborating with their ConnectWise data
Now your ConnectWise and TopLeft have synchronized, you can effortlessly track ticket details, visualize workflows, and improve team collaboration across devices, all while improving efficiency and reducing bottlenecks.
See it in action
Get a personal tour of how PSA-integrated Kanban boards give your team a shared view of all their work.