MSPs use these boards to understand the service work in their PSA
Before you create boards for your service team, learn how to set up Kanban boards in TopLeft.
For service teams we recommend a ticket board with resource swimlanes. This is useful for the team lead and triage/dispatch to see how work is distributed in the team, and useful for team meetings to review work person by person.
This board can also be used by technicians to see their own work. To see only their own work, techs can navigate to the board using the "Open Mine" button on the dashboard, or on the board click the "My Tickets" button. In this mode, the board appears as a non-swimlane board in order to make best use of the available screen space.
Other useful swimlane boards include Priority, ConnectWise Board, and Autotask Queue.
Video Demo of Setting Up Service Boards
Reference Recommendations for Service Boards
Here are the details of the boards we recommend for managing service work.
| Board | Type | Name | Swimlane | Typical Filters | Typical Columns |
| Board with no swimlane | Ticket | Helpdesk | None | CW: ConnectWise boards AT: Queue |
New, Ready, Scheduled, Waiting, In Progress, Complete |
| Board with member swimlane | Ticket | Helpdesk by Member | Resource | Clone this board from Helpdesk board | Clone this board from Helpdesk board |