Kanban for ConnectWise Manage

Here is a one sentence overview of the product that also shows up on the card.

Overview
Integration
Support

Kanban boards help MSPs take back control of their work. Visualize your work to understand project progress, accelerate helpdesk dispatch, identify neglected tasks, and crush the bottlenecks that slow down your team. Kanban shows service and project tickets, sales opportunities, and activities. The ConnectWise integration supports two-way real-time data synchronization. For information or to book a demo, visit https://www.topleft.team/

ConnectWise PSA

Requirements: Supports both ConnectWise Cloud and On-Premise releases within the last year.

Features:

Understand and accelerate your project, service, and sales work: Watch as work moves across the board as it progresses through your pipeline. Drag and drop cards to indicate their status and importance compared to other cards. See how work is distributed by grouping cards according to project, or technician.
Find and eliminate neglected work and bottlenecks. Kanban highlights neglected work so you can deal with it right away. And it identifies bottlenecks by visually showing large numbers of tickets in a single status or for a single technician or project.
Your whole team is on the same page again: Say goodbye to miscommunication and a multitude of tools- everyone can use Kanban boards to communicate about work. Managers use Kanban to plan and monitor tasks and engineers use it to understand priorities and indicate progress.
Work faster by performing common tasks right in Kanban: Dispatch to engineer calendars, assign members, enter time and notes on tickets, update ticket priority and status, open the ticket, task, or opportunity in the web-based PSA with just one click.

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.

Details

Overview

Integration

ConnectWise PSA

Requirements: Supports both ConnectWise Cloud and On-Premise releases within the last year.

Features:

Understand and accelerate your project, service, and sales work: Watch as work moves across the board as it progresses through your pipeline. Drag and drop cards to indicate their status and importance compared to other cards. See how work is distributed by grouping cards according to project, or technician.
Find and eliminate neglected work and bottlenecks. Kanban highlights neglected work so you can deal with it right away. And it identifies bottlenecks by visually showing large numbers of tickets in a single status or for a single technician or project.
Your whole team is on the same page again: Say goodbye to miscommunication and a multitude of tools- everyone can use Kanban boards to communicate about work. Managers use Kanban to plan and monitor tasks and engineers use it to understand priorities and indicate progress.
Work faster by performing common tasks right in Kanban: Dispatch to engineer calendars, assign members, enter time and notes on tickets, update ticket priority and status, open the ticket, task, or opportunity in the web-based PSA with just one click.

Support

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.

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