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  • Product Updates 2018

August 2018

Written by Avery Simmons

Updated at July 4th, 2021

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Table of contents

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

    What's New for Practice Management

    Canopy Dashboard Enhancements

    License/permissions:

    • Practice Management
    • For the Overview dashboard: Basic
    • For the Admin dashboard: Admin

    Description:

    • For basic users
      • Your daily agenda, based on events you have been invited to on your calendar, will display in the left panel of the
      • Tasks assigned to you will display in the Tasks panel.
    • For admin users
      • Dates and Tasks assigned specifically to you will display under the Overview tab.
      • Click the Admin tab to view:
        • Tasks overdue, tasks due this week, tasks due next week, and future tasks assigned to each team member in Canopy.

    Learn more:

    Getting to Know Canopy Dashboard

    Time Entries Dashboard

    License/permissions:

    • Practice Management
    • Billing

    • You will need admin permissions to view the global Time Entries Dashboard.
    • You will need access to a specific client as well as billing access permissions to view the Time Entries dashboard listed in the Contact Profile.

    Description: The Time Entries Dashboard will list Total hours, Billed hours, Unbilled hours, Unbilled revenue, and Billed revenue.

    Learn more:

    • Managing Time Entries

    Bulk Task Assign Tool

    License/permissions:

    • Practice Management
    • Admin

    Description: Admins can grant access to contacts to team members (assignees) from the Create Task window.

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    Related Articles
    • November 2018
    • December 2018
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    • September 2018

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