Knowledge Base
WEBINARS
CLIENT PORTAL HELP
LOG IN
Canopy
Workflow & Automation
Task Lists
Task Lists
Follow
New articles
New articles and comments
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
Reorganize Filter Views on the Task List
Update Your Saved Filter Views