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5. Workflow
Updated over a week ago

Set up your workflow!

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You work hard to help meet each of your clients needs! Today our goal is to help make it easier for you to get your work done in Canopy. There are so many amazing things you can do in Canopy. We had to pick just a few of our favorites.

Note: Note: You might not not have the Workflow License but don’t panic. You can add it anytime you want. Check it out here.

Make a task

Tasks are a great way to help you track your progress and stay on top of your work. You can add team members and even assign tasks to your clients.

Make a task template

Stop doing the same things over and over. Create task templates to help simplify your work!

You can also try:

If you love a good if/then statement then you are going to love automation.

Complete Fundamental Training Section 6

This section will help you dive even further into creating task and task automation.

Want to take a closer look at how Workflow can help your firm? Check out our options for paid services by contacting support.

You have Questions. We have answers.

The Canopy Knowledge Base- This is the home for all of our product articles and how-to videos that will walk you step-by-step through just about anything you want to do in Canopy. You can search at the top of the page or explore each section.

Customer Support: If you can’t find what you are looking for in the Knowledge Base, you can reach our support team through our in-app messenger (click on your icon on the bottom of the global navigation bar and then click Chat with Support) or by calling 1-855-616-7305.

In a few days you will receive an email walking you through Time and Billing. Can’t wait? Click here to check it out now.

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