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How can we improve Canopy Insights reporting features?

Insights: Enhancements

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Template sharing

Karbon offers a template sharing option where members can crowdsource and share their workfkow templates, engagement letters and reports. Canopy NEEDS this. It would cut the learning curve and implementation drastically.

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This idea was split into a new idea: Template sharing
Marilyn Melendez shared this idea  ·   ·  Report…  ·  Admin →
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  • James DiFilippo commented  ·   ·  Report

    Totally agree with this. It would require the templates to be able to have "team members" assign rather than individual staff members.

  • Alex Curtis commented  ·   ·  Report

    In the same vein, being able to copy a task that is built out for one client that you wan to make as a template or use on other clients!