Turn your task list into a system you can rely on.
Tax season is busy enough. Your task list should help you stay organized, not slow you down. Whether you are new to Canopy or a long-time user, an effective task list is essential for keeping work visible, prioritized, and moving forward.
In this Canopy Classroom session, you will learn how to turn a growing task list into a clear, manageable workflow. We will cover practical ways to organize and surface the right work using filters, task tags, saved views, and bulk actions, along with a look at the updated task list experience coming soon through Experimental Features.
Learning Objectives:
Navigate and organize the task list with confidence using the updated Task List, custom statuses, and task tags to keep work moving and clearly defined
Surface the right work at the right time with filters, sorting, and saved views that help you focus without adding clutter
Manage tasks efficiently at scale using bulk actions and best practices to keep your task list clean, current, and usable during busy seasons
Join us to turn your task list into a reliable, organized system that supports a smoother, more focused workflow all season long.
