Quick demo of our new "Projects" functionality

jeffrey.mcnealjeffrey.mcneal Posts: 132 admin
edited February 14 in Billing

The projects dashboard will enable you to clearly see whether your important projects are being completed on time and on budget. While this was a widely requested feature, we did not want to disrupt your busy season by launching any possible disruptions to your existing workflow. Instead, projects are a completely optional feature. We have made it possible to create projects under the Billing tab. Within a project, you can assign a time budget and then reference the project in any time entries created.

Using the projects dashboard is a great way to get visibility into your team’s efficiency without disrupting your existing workflows.

In-app video and a quick walkthrough:

https://app.canopytax.com/?product_tour_id=100722#/billing/projects/active

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