What's in this Article
Engagement items are the pieces you can plug in to create a custom Engagement. Engagement Items are service items and the templates you create help keep everything streamlined throughout the busy tax season.
Create an Engagement Item Template
The only area in Canopy where you can create an Engagement Item template is in Templates.
1. Select Templates on the global navigation bar.
2. Click Engagement Item.
3. Choose Create template/Create new.
You'll only see Create new as an option when you already have templates listed.
4. Enter an Engagement item name.
The Engagement item is displayed as the service name on the proposal.
5. Choose the Service item.
You'll need to have service items created prior to selecting this field. Learn how to create service items here!
This is where you can also add:
- Rate type
- Tax due with invoice
6. Type a Description of the Engagement item.
Format this area however you'd like!
7. Select a Billing frequency.
- Upon acceptance
- Upon completion
8. Enter your terms of service in the provided text box.
9. Click Save.
See, easy peasy right?! Now, let's move on to managing an Engagement Item template in Canopy.
Manage an Engagement Item Template
Edit a template by selecting the three stacked dots in line with the listed template and clicking Edit.
Duplicate a template by selecting the three stacked dots in line with the listed template and clicking Duplicate.
Delete a template by selecting the three stacked dots in line with the listed template and clicking Delete.
Note: Engagement Item Templates is not able to unarchive or restore engagement items at this time!
There, you've officially created an Engagement Item Template, which will speed up your engagement-building process a ton. Congrats!