Every Autotask project, on one boardyou can actually run
Canopy syncs your Autotask projects and tasks, then gives delivery managers the views the PSA never did — progress at a glance, a work board, and a drag-and-drop scheduler that writes straight back.
Portfolio timeline
Every active project on one Gantt view, with progress, overdue tasks and at-risk flags — so delivery managers see the whole portfolio at a glance, not one project at a time.
Task detail, one click away
Open any task from the timeline to see its status, hours, assignee and notes — and write changes straight back to Autotask without leaving the view.
Scheduler
Drag tasks straight onto technicians' calendars and the appointments are created in Autotask — a drag-and-drop scheduler that writes straight back, no double entry.
Filters by client and technician
Slice the board by client or technician and pull up full project history with a single click — the views the PSA never gave you, always one click away.
Run every Autotask project from one board
Sync your projects, see what's really happening, and schedule the work — all writing straight back to Autotask.