by | Mar 2, 2020
Autotask users can now use Kanban for two common cases:
  • Set a ticket or task primary assignment- great for service managers, project managers, or for technicians who fetch work from a team queue and need to assign themselves.
  • Enter time on a ticket or task- very useful for engineers
Both functions are available under the ticket/task card ellipse menu:
Screenshot of card menu with new options
If you don’t see the option, give the board a full page refresh. Please try it out and let us know what you think! E-mail help@topleft.team .
We’ll soon be starting work on secondary assignments and service calls for Autotask.

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1

Schedule a demo with us to see TopLeft in action. We’ll personalize the session to show how TopLeft integrates with ConnectWise, Datto Autotask, and HaloPSA, solving your unique service delivery and project management challenges.

2

Try our free Capacity Planner template. This simple tool helps you balance workloads, schedule projects, and assign tasks efficiently—your first step toward reducing manual work and improving results.

3

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