New user questions

Answers to questions we get from customers during the trial or onboarding phase

• What steps do I need to follow to access the tickets for a specific project?
• How can I see what someone is currently working on?
• How do I set up columns and which columns do I use for example, new ready, waiting, etc.
• What's on the product roadmap?
• What is the purpose of the "scheduled" column?
• Do I need to have a "Completed" column on my board?
• Is there an online Community?
• What is the "waiting" column used for?
• Rich Text and Images in ConnectWise Tickets and Notes
• AutoTask PSA: Known Feature Limitations
• Where can we view schedules?
• Will the "completed" column on a project board continue to accumulate tickets indefinitely?
• Configuring Priority Sort Order and Color Coding for TopLeft Boards (AutoTask)
• Does TopLeft provide Financial Tracking and Reporting (e.g. budgets, profitability)?
• What are the downsides of scheduling tickets?
• How would I plan out work for the next days or weeks?
• If I'm finding the project management tickets are distracting. What can I do about that?
• How do I enter time?
• How can you see the work that's neglected?
• What is the WIP (Work In Progress) limit and how does it help me?
• How can engineers see new work that's not yet triaged?
• How can I see which engineers have too much work?
• How do I update tickets?
• How can I modify configurations or perform actions that are currently unsupported by TopLeft in our PSA tool?