Workflow & Automation
Learn how to track work progress with ease. Canopy's Workflow helps you automate repeated tasks.
50 articles
How do I Create a Task?
Use Bulk Tasks
Create a Recurring Task
Recurring Task Examples
Work with Emails and Tasks From the Global Inbox
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?
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
Using Bulk Actions in the Tasks List
How do I Save, Edit, and Share a filtered Tasks List?
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