PROJECT AND TICKET MANAGEMENT
MSPs can use visually intuitive Kanban boards that align directly with HaloPSA’s database, ensuring a seamless transition of data and updates. This feature is particularly beneficial for teams that require a clear, immediate overview of all project statuses and ticket resolutions.
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WORKFLOW VISUALIZATION
Enjoy a comprehensive view of project and ticket progress across different departments or teams within your organization. Swimlanes allow tasks to be categorized by project, client, or team member, providing a structured overview that highlights the flow of work and helps identify bottlenecks or delays in the process.
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REAL-TIME SYNCHRONIZATION
With this integration, as soon as a team member updates a ticket status, logs time, or adds a new note in TopLeft, the information is instantly updated in HaloPSA. This eliminates the lag that can often occur in systems where manual updates are necessary, thus reducing the risk of errors or outdated information influencing decision-making or client communications.
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SEAMLESS
DATA SYNC
For MSPs, the immediate data update means that every team member can access the latest information, no matter where or what device they use. Whether a technician updates a ticket status or a project manager adjusts a task’s deadline, the changes are propagated instantly across both systems, ensuring consistency and reliability in project tracking and management.
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DRAG-AND-DROP
INTERFACE
TopLeft enhances the user experience within HaloPSA by introducing a drag-and-drop interface, making task management intuitive and interactive. This feature transforms your digital workspace into a visual task board where users can physically manipulate tasks represented as cards across different stages of the project lifecycle.
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INTERACTIVE PROBLEM
MANAGEMENT
Integrating TopLeft with HaloPSA improves MSPs' problem management by incorporating interactive and responsive features directly into your Kanban board. This integration facilitates enhanced ticket-handling capabilities, such as prioritization, tagging for escalation, and direct management through customized workflow paths.
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TopLeft already supports ConnectWise Manage and Datto Autotask PSA. If the lack of support for Halo PSA makes you tear up, let us know. We’re making a list of interested folks so we know when it’s the right time to integrate with Halo PSA.