If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.

Engagement Types Visually organized on the engagements screen

HollyHolly Posts: 3

I would like to have an engagement "type" category from a preset list so that when I am viewing my open engagements I can sort and visually see engagement types like, Tax Preparation, Bookkeeping, Payroll, Letters, Etc. Maybe it's more like one dashboard to see all of the work types/tasks/steps of engagments in one place.

0 votes

New Idea · Last Updated


Sign In or Register to comment.