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  • Product Updates 2020

May 2020

Written by Avery Simmons

Updated at July 4th, 2021

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Table of contents

    Release Notes May 2020

    These release notes are meant to give an overview of new features and/or enhancements launched in the month of May.

    What's new for Canopy

    New User Interface

    Description: Canopy released a new user interface design. The change includes updated fonts, colors, and a left-oriented global navigation bar. To learn more about why we made this change and how it is intended to help you, read our blog post.

    Learn more: 

    Canopy's New UI

    What's new for Practice Management

    Task Templates

    Description: Canopy users can now utilize a set of pre-made task templates to streamline task usage across their firms. The pre-made templates can be copied and customized to better suit each user's needs. 

    Find this change:

    Click Templates on the global navigation bar.

    Choose Task from the slide-in menu.

    Learn more: 

    • Customizing Preset Task Templates

    Desktop Assistant 3.0

    Description: Canopy's desktop assistant now supports File Migration. Users can now migrate all of their files to Canopy quickly and easily. In addition, the maximum file size for Canopy has been increased to just under 5GB per file. 

    Find this change: 

    1. Open the Desktop Assistant on your Windows computer. 
    2. Click on the Settings icon.
    3. Choose Open Migration Tool from the dropdown menu.

    Learn more: 

    • Getting to know the File Migration tool

    Timer Enhancements

    Description: Timers, time entries, and projects now have their own tab on the global navigation bar. In addition, time entries no longer require a contact in order to be run. 

    Find this change: 

    1. Click Time on the global navigation bar.

    Learn more: 

    • Time Entries

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