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  1. Canopy
  2. Workflow & Automation

Workflow & Automation

Learn how to track work progress with ease. Canopy's Workflow helps you automate repeated tasks.

Create Tasks

  • Use Bulk Tasks
  • Create a Task
  • Create a Recurring Task
  • Add Tax Year and Return Type Fields to a Task
  • Add a Fixed Date to Tasks
  • Add a Relative Date to Tasks
See all 8 articles

Tools on a Task

  • Add a Date to a Task
  • Add a Custom Date Type to a Task
  • Add a Reminder to Tasks
  • Add Files to a Task
  • Start a Timer on the Task Workspace

Task Templates

  • Create Task Templates
  • Customize Preset Task Templates
  • Apply a Task Template

Task Lists

  • Use the Task List
  • Filter the Task List
  • Update Tasks From the Tasks List
  • Pin a Task on the Task List
  • Edit Task Information on the Client Record
  • Create New Filter Views on the Task List
See all 8 articles

Task Automation

  • Add an Automation Rule to a Task
  • Add an Automation Rule to a Subtask
  • Edit or Delete Automation Rules
  • Common Automation Rules

Task Automation Recipes

  • Record the Date of an Event
  • Send Approaching Date Notice to Team Members
  • Send an Automatic Confirmation Email to Clients
  • Automatically Complete a Main Task after all Subtasks are Completed
  • Automatically Update Status as Project Progresses
  • Initiate a Project Workflow After Onboarding is Complete

New Task Workspace

  • Opt Into and Out of the New Task Workspace
  • Navigate the New Task Workspace
  • Create a Task
  • Add Files to a Task
  • Add a Reminder to Tasks & Subtasks
  • Add a Date to a Task
See all 13 articles
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