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12 Weeks to Kanban
Get Started
Connect TopLeft to Your PSA
ConnectWise
Autotask
HaloPSA
Manage Users and Licensing
ConnectWise
Visualize Your Work
ConnectWise
Autotask
Manage PSA Data in TopLeft
ConnectWise
Autotask
Communicate with Clients
Integrate with Other Tools
Troubleshooting TopLeft
12 Weeks to Kanban
Evaluation questions
New user questions
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Help Center
12 Weeks to Kanban
Get Started
Connect TopLeft to Your PSA
ConnectWise
Autotask
HaloPSA
Manage Users and Licensing
ConnectWise
Visualize Your Work
ConnectWise
Autotask
Manage PSA Data in TopLeft
ConnectWise
Autotask
Communicate with Clients
Integrate with Other Tools
Troubleshooting TopLeft
12 Weeks to Kanban
Evaluation questions
New user questions
12 Weeks to Kanban
A structured 12-week plan to introduce Kanban in an MSP to improve efficiency and reduce waste.
12 Weeks to Kanban - How to use Kanban in your MSP with ConnectWise or Autotask
Kanban vs. Traditional PSA Methods
Week 1: Identify and Describe One Organizational Workflow for Kanban
Week 2: Create a TopLeft Kanban Board for the Workflow Described in Week 1
Week 3: Select Members To Hold Two Kanban Roles
Week 4: Begin Using Kanban for the Workflow
Week 5: Begin a Daily Meeting
Week 6: Handle Urgent Work
Week 7: Define Done for Ready Tickets
Week 8: Handle Unassigned Started Tickets
Week 9: All Work Is Prioritized Except Real-Time Level 1 Support
Week 10: Use Work-In-Progress Minimums and Maximums
Week 11: Emphasize Neglected Work
Week 12: Review Everything