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.
Task board view instead of list
Would love to see a board view of the tasks rather than a list. My team really enjoys this on Asana and would like to see this function on Canopy. This helps visualize the workflow.
Categories
- 46 GENERAL DISCUSSION
- 19 SOFTWARE RELEASES/UPDATES
- 325 IDEATION
- 42 Billing
- 6 Calendar
- 22 Client Requests
- 40 Communications
- Contacts
- 12 Engagements
- 32 Files
- 7 Forms & Letters
- 31 General
- 8 Mobile
- 1 Notices
- 25 Organizers & Surveys
- 18 Portal
- 65 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 38 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 24 TAX PREPARATION
- 49 TAX RESOLUTION
