Kanban Boards
Visualize every ticket and project task as a card, grouped into swimlanes by client, tech, or project. Drag to update status. Changes sync back to your PSA automatically.
“Projects are a black hole.”
That's what managers say about project visibility inside their PSA. No way to tell a client when you can start. And the service board is no better: hundreds of open tickets, techs cherry-picking, dispatch eating someone’s whole day. TopLeft adds the layer your PSA never had.
Visual project management plus coaching, on top of your existing PSA. No data migration, no switching software, no double entry.
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Huddle Board · Projects & TicketsProject Portfolio
Works with
Used by 700+ MSPs
What makes MSPs start looking
These are the moments MSPs tell us pushed them to find something better. Every one came from a real conversation.
Project volume outgrew your process
A wave of onboardings or new clients exposed the limits of running projects in your PSA. What worked for 5 projects fell apart at 20.
You lost a key person
Your service delivery manager or dispatcher left. You realize the whole process lived in one person’s head.
The PSA project module got abandoned
Too cumbersome, so the team reverted to Trello, Excel, or nothing. "Creating a project is, like, an hour job."
You can't answer "when can we start?"
Clients want delivery dates and you have no capacity data to give them a real one. You're guessing, and they can tell.
The ticket queue became unmanageable
Hundreds of open tickets, some untouched for 90 days. Techs cherry-pick what seems easy while the hard work sits.
Dispatch became a full-time bottleneck
One person manually builds every tech’s calendar, every day. When they're out, nobody knows who's dispatching.
PSAs give you a list, but no visibility as to what's blocked.
It’s a guessing game, we’re just throwing a dart at the wall and hoping it sticks.
I have to be aware of the entire book of projects and what status they're in, and it's mostly out of my head at the moment.
What our clients have achieved
Verified outcomes from MSPs using TopLeft for project management and dispatch.
71%
faster task assignment (45 min down to 13 min)
Helixstorm
Alex Anderson
2-3 hrs to 1 hr
daily dispatch time, with the board doing the scheduling
Klesys
Tim Thünnissen · Watch →
180 to under 100
open tickets, with the full-time scheduling role eliminated
Morgan Birgé
Te’neyl Simpson · Watch →
300 of 450
stale tickets closed in one week after gaining visibility
KaufmanIT
Matthew Kaufman
30% over to 28% under
average project cost against estimate, six months after moving projects onto a TopLeft board with work-in-progress limits
TEBA
Steve Psaradellis · Watch →
< 3 min
average ticket response time, across all clients
Black Tip IT
Matthew Bookspan · Read →
Before and after TopLeft
Before
- Living in Excel just to see who's doing what
- Hours in meetings just to schedule people
- PMs stop updating plans because rescheduling is painful
- Delivery dates that are really just guesses
- Techs cherry-pick easy tickets while hard work sits
After
- Walk in and know exactly what to work on
- Hand the team a week of work and step back
- Tell clients exactly when you can start
- Engineers know their project for the day
- One place to update everything, not four
What TopLeft adds to your PSA
Visualize your projects, Gantt charts, capacity, and dispatch on top of ConnectWise, Autotask, and HaloPSA. Everything stays in sync. No double entry.
Capacity Planning
See who's overloaded and who has room. Tell clients when you can actually start.
Gantt Charts
Gantt charts for projects in ConnectWise, Autotask, and HaloPSA. Map migrations and onboarding with dependencies, the way you would in Microsoft Project, without leaving your PSA. See the critical path and what cascades when a task slips.
Time and Note Entry
Log time and notes from the board. Everything syncs back to the PSA ticket. No copying, no lost entries.
Dispatch Visibility
See who's on what right now and balance the queue. Some MSPs run dispatch without a dedicated dispatcher.
Project Health AI
Every project scored from the data already in your PSA, with an AI review of the ones that need attention and what to do about them.
And more
- Dashboards & alerts
- MCP connector for AI tools
- Client portal
- WIP limits & huddles
- CloudRadial integration
- Configurations
- Standard notes
The tool is 10%. The methodology is the other 90%.
You've probably used Trello or Planner. Columns aren't Kanban. Kanban is an operating system for service delivery: work-in-progress (WIP) limits, pull instead of push, daily huddles (10 to 15 minute meetings at the board), flow. The boards make your work visible. The methodology is what changes the numbers.
New to Kanban? Start with Kanban for MSPs →We install the 90% with you
Every subscription includes implementation support matched to your team size. Pick the path that fits.
Explore implementation services →The tool
10%
Software · Boards and dashboards · Reports
Most tool evaluations stop at the waterline.
The methodology
90%
Daily practices
Daily huddle · Pull-based workflow · WIP limits · Single-tasking
Workflow design
Stages and swimlanes · Triage and dispatch design · Capacity planning
Roles and accountability
Clear ticket ownership · A weekly leadership rhythm · Team accountability rhythm
Mindset and culture
Lean (a method for cutting waste and delays out of how work moves) mindset · Continuous improvement · Flow over rigid perfection
“You don't need another tool. You need flow. That's why we built TopLeft, for MSPs like ours.”
I own two MSPs and built TopLeft because we needed it. We couldn't see what our techs were working on, projects slipped without anyone noticing, and clients kept asking when their work would finish. TopLeft is what I wished existed.
Wim Kerkhoff
Founder, TopLeft. MSP owner.
You see the operation. Your boss sees the numbers.
Same business, different viewpoints; neither one alone improves gross margin.
If you run delivery
- You can feel the interruptions eating the week, but you can't prove it.
- Capacity lives in your head, so every "when can we start?" is a guess.
- Leadership privately wonders if the team is slow. You know it's the juggling.
TopLeft gives you the view. The methodology gives you the language.
If you own the P&L
- Margin is lower than the team you carry should produce.
- Utilization numbers don't line up with what the team says it feels.
- Every throughput (cards finished each week) dip turns into another hiring conversation.
Before you add headcount, see where capacity actually goes.
A 30-day, founder-led diagnostic of your own PSA data. Findings, recommendations, and a 12-month roadmap your leadership team can act on.
Explore the Discovery ProjectQuestions MSPs ask before switching
Can I add Kanban boards to ConnectWise, Autotask, or HaloPSA without data migration?
Yes. TopLeft layers on top of the PSA you already run. Your tickets and projects stay in ConnectWise, Autotask, or HaloPSA, and TopLeft reads and writes to them live. No data migration, no switching software.
How is TopLeft different from Monday.com, Asana, Trello, or Microsoft Planner?
Those are general project tools that sit outside your PSA, so techs end up double entering work. TopLeft is project management built for MSPs that syncs directly with ConnectWise, Autotask, and HaloPSA, so the board you visualize is your PSA, not a copy of it.
Can I replace Microsoft Project Gantt charts inside ConnectWise, Autotask or HaloPSA?
Yes. TopLeft adds Gantt charts on top of your PSA projects, so you can map dependencies and the critical path the way you would in Microsoft Project, without exporting to a separate tool.
Does TopLeft handle dispatch and capacity planning for the service desk?
Yes. Beyond projects, TopLeft adds capacity planning and dispatch visibility to the service board (ConnectWise's name for a ticket queue), so techs stop cherry picking tickets and dispatch stops eating someone's whole day.
Is TopLeft just software, or do you help us make it stick?
Both. The tool is about 10 percent of the result. TopLeft installs the other 90 percent with you: daily practices, workflow design, roles and accountability, and the mindset shift that keeps visual management in place.
Which PSAs does TopLeft integrate with?
TopLeft works with the major PSA (professional services automation) platforms: ConnectWise, Autotask, and HaloPSA.
See your operation in TopLeft. Book a demo.
Every plan includes our 30-day money-back guarantee. Annual plans can go further with Win Your Money Back: build the daily habits in your first 30 days, earn a $1,000 credit. We learn how you run projects today, walk you through a live demo environment, and show how TopLeft fits your PSA. No commitment.
No commitment. 30-day money-back guarantee.
From the blog and podcast
Practical MSP operations: workflow, dispatch, capacity, and the agile (working in short cycles and adjusting as you go; it suits service and project teams, not only software) habits behind them.
- KanbanThe Kanban Method for MSPsRead →
- Service deliveryHow to build a workflow that gets tickets done fastRead →
- Case studyHow Black Tip hit sub-3-minute ticket response timesRead →
Podcast
The Agile MSP Podcast
Real MSP stories, operator insights, and tactics you can put to work this week.
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