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.

Setting up Canopy for first time

We are new to Canopy and getting ready to set things up. Is anyone willing to share how they set things up? Would love to see a list of things like Tags, Tasks, Subtasks, Projects, Folder Templates, Custom Fields, etc. I don't know what I don't know...so would be great to learn from other's mistakes instead of repeating them. You can email me off-list at [email protected] Much appreciated!


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