Subtask checklists add an extra layer of clarity and precision to work management. Instead of creating a separate subtask for each action, you can include a checklist of to-do items within a single subtask.

We are updating the Canopy Practitioner App with a new streamlined interface with the added filtering abilities and settings locations.

Improved client connection search is coming to the mobile app! Soon, you'll be able to search by client groups and quickly access connected clients and contacts.

Admins can lock time entries to prevent changes after they’ve been saved.
This ensures accuracy and accountability by restricting team members from editing past entries.

Automated time entry locking:
You'll be able to create rules in your settings to automatically lock time entries based on pay periods or specific days of the week—streamlining your time management and reducing manual oversight.

Our new AI Rename Files tool will automatically classify and rename uploaded documents—saving you the time and hassle of renaming files manually, one by one.