Tasks

Discussion List

• Task Notifications - more information

  7 views 1 comment 0 points Most recent by jeffrey.mcneal January 24
• EDITING CLIENT PDF/PNG/BMP FILES IN CANOPY

  2 views 1 comment 0 points Most recent by jeffrey.mcneal January 24
• Tasks

  7 views 1 comment 0 points Most recent by jeffrey.mcneal January 23
• Tasks & subtasks assignments

  6 views 2 comments 2 points Most recent by jeffrey.mcneal January 23
• Have Dates record when subtask is completed

  12 views 1 comment 0 points Most recent by jeffrey.mcneal January 16
• Task List View Clean-up

  12 views 2 comments 2 points Most recent by jeffrey.mcneal January 16
• Adding Timer tool to a task

  13 views 2 comments 1 point Most recent by jeffrey.mcneal January 16
• Enhanced task list view

  91 views 10 comments 3 points Most recent by John_Damous January 16
• Subtask Checklists

  7 views 0 comments 0 points Started by NSMerrick January 8
• Reorder Subtasks in Task Template

  9 views 1 comment 1 point Most recent by NSMerrick January 8
• Search feature for employees that created notes

  7 views 0 comments 0 points Started by Sara January 2
• Service vs Task

  15 views 0 comments 0 points Started by CindyB January 1
• Kanban view of tasks

  24 views 2 comments 1 point Most recent by RadicalProfitsClub December 2019
• Workflow Integration

  23 views 1 comment 0 points Most recent by NubusFirm December 2019
• Filter Tasks

  11 views 0 comments 0 points Started by GGCPAs December 2019
• The ability to assign roles to team members

  11 views 0 comments 0 points Started by Heather December 2019
• Quarterly Repeat Option

  19 views 2 comments 0 points Most recent by LauraP December 2019
• Tasks on Hold

  18 views 1 comment 2 points Most recent by [email protected] November 2019
• Task Due date based on year-end (filing due) date

  27 views 1 comment 2 points Most recent by brielle_ptaxes November 2019
• Color coded PINs for task priority levels

  14 views 1 comment 0 points Most recent by [email protected] October 2019
• Add sub steps or sub items to a subtask

  3 views 1 comment 0 points Most recent by [email protected] October 2019
• Add a 'Quick Note' os Yellow Note' tab

  4 views 1 comment 1 point Most recent by [email protected] October 2019
• Client Request Feature as a Subtask tool

  4 views 0 comments 0 points Started by John_Damous October 2019
• Subtasks

  12 views 1 comment 0 points Most recent by [email protected] September 2019
• Collapsible Subtask in tasks.

  15 views 1 comment 1 point Most recent by [email protected] August 2019