Workflow & Automation | Canopy Knowledge Base

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Workflow & Automation

Workflow & Automation

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

42 articles

Work with Emails and Tasks From the Global Inbox

Create a Recurring Task

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

Use the Task 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

Create New Filter Views on the Tasks List

Reorganize Filter Views on the Tasks List

Update Your Saved Filter Views

Resize Tasks List Columns

Create Task Templates

Customize Preset Task Templates

Apply a Task Template

Navigate the Task Workspace

Add Files to a Task

Add a Fixed Date to Tasks

Add a Relative Date to Tasks

Add an Automation Rule in the Task Workspace

Edit or Delete Automation Rules

Start a Timer From a Task Workspace

Comment on a Task

Tools on a Task

Add a Date to a Task

Add a Custom Date Type to a Task

Add a Reminder to Tasks & Subtasks

Add Files to a Task

Start a Timer on the Task Workspace

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

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