Workflow & Automation
Learn how to track work progress with ease. Canopy's Workflow helps you automate repeated tasks.
Create Tasks
- Create a Task
- Work with Emails and Tasks From the Global Inbox
- Use Bulk Tasks
- Create a Recurring Task
- Add Tax Year and Return Type Fields to a Task
- Add a Date to a Task
Task Lists
- 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
Task Templates
Task Workspace
- 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