Workflow & Automation
Learn how to track work progress with ease. Canopy's Workflow helps you automate repeated tasks.
54 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 an Existing Task
- Add a Relative Date to Tasks (Legacy Recurrence Scheduler)
- How do parent and subtask relationships work in Canopy, and how can they be customized?
- How do I use the Tasks List?
- How do I Filter the Tasks List?
- Update Tasks From the Tasks List
- Pin a Task on the Tasks 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?
- How do I use 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 use Task Tags & Client Tags in the Tasks List?
- How do I use the Tasks List?
- How do I create a Task Template? (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
- Ready to Use Task Template Library
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.