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?