🎓 Canopy Classroom: Template Tactics: Supercharge SOPs & Recurring Workflows

Speaker:

Strong workflows start with structure, and your task templates set the tone.

In this focused Canopy Classroom session, you’ll learn a practical method for evaluating, improving, and scaling your workflows using Canopy’s enhanced recurring task updates.

We’ll walk through how to think through your processes first, identifying what to automate, what to communicate, and how to organize recurring work so your team can move faster with fewer clicks. Then, we’ll refine your task and service item templates to keep your data, deadlines, and deliverables in sync.

Learning Objectives:

• Map and refine your workflows using a decision-tree method to uncover automation and communication opportunities.
• Optimize task templates with Canopy’s enhanced recurring scheduler for consistent, efficient recurring work.
• Align service items and templates to build scalable workflows ready for tax season and beyond.