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Changing Status of Records

Quickly change the status of your PSA records by dragging cards between columns in TopLeft

The status of a ticket, project, or opportunity is shown by the column it's in. You can change the record's status by dragging the card and dropping it in a different column. TopLeft updates record's status in the PSA. You don't need to update data in two places- it all stays in sync.card-status-move

When you drop a card in a column with more than one status mapped, TopLeft presents a dialog with the statuses you can choose for the record. Click on the status you want to use for the record. TopLeft will change the record's status to the status you chose.