Workflow & Automation
Learn how to track work progress with ease. Canopy's Workflow helps you automate repeated tasks.
55 articles
How do I Create a Task? (New Recurrence Scheduler Beta)
How do I Create a Task? (Legacy Scheduler)
How do I create a Recurring Task? (New Scheduler Beta)
Create a Recurring Task (Legacy Recurrence Scheduler)
Recurring Task Examples (Legacy Recurring Task Scheduler)
Use Bulk Tasks
Add Tax Year and Return Type Fields to a Task
Add a Date to a Task
Add a Fixed Date to Tasks
Add a Relative Date to Tasks
How do parent and subtask relationships work in Canopy, and how can they be customized?
How do I Use the Tasks List?
Filter the Tasks List
Update Tasks From the Tasks List
Pin a Task on the Task List
Edit Task Information on the Client Record
How Do I Create New Filter Views on the Tasks List?
Reorganize Filter Views on the Tasks List
Update Your Saved Filter Views
How Do I Resize Column Widths in the Tasks List?
Using Bulk Actions in the Tasks List
How do I Save, Edit, and Share a filtered Task List?
How do I use the Capacity Planning Board View? (Beta)
How Do I Create a Task Template in Canopy? (Legacy Recurrence Scheduler)
Customize Preset Task Templates
How do I apply a Task Template (Legacy Recurrence Scheduler)
How Do I Create a Task Template? (New Recurrence Scheduler Beta)
How do I apply a Task Template? (New Recurrence Scheduler Beta)
Workflow Decision Tree
Task Automation Recipes
Follow these step-by-step automation recipes to help your firm work more efficiently and get more done. We recommend these recipes after you have basic understanding of Workflow Automation.
Record the Date of an Event
Send Approaching Date Notice to Team Members
Send an Automatic Confirmation Email to Clients
Automatically Update Status as Project Progresses
Initiate a Project Workflow After Onboarding is Complete