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Current Canopy Roadmap

This article outlines Canopy's scheduled feature releases and updates for the coming month. Up-to-date as of: 9/27/24

Updated over a week ago

Document Management

Files Interface Redesign Updates

  • Be on the lookout for the reintroduction of the Client Contact Info Drawer, accessible from the Files tab of a Client Record!


Workflow

Task List Additions

  • Our team is working to improve column customization by adding a Created by Task Attribute and a Created date Date Column

  • We are also working on a new Client Owner column in the Task List.

Engagement Enhancements

  • Keep your eyes peeled for the ability to duplicate and renew single engagements and renew engagements in bulk.

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