What's new:
Sometimes a subtask doesn’t need to multiply into five—it just needs a to-do list of its own. The new subtask checklist keeps practitioners’ work tidy and simple. Check.
In the fast-paced world of client work, not every step needs to be its own task or subtask. That’s why Canopy’s new subtask checklist is a game-changer for firms utilizing Workflows. Instead of cluttering up your workflow with a dozen subtasks, you can now keep things streamlined by adding a simple to-do list inside a single subtask. It’s perfect for those moments when you don’t need five new assignments—just a clear path to the finish line.
Teams can stay focused, stay organized, and still track progress with precision. Whether you’re reviewing a return, onboarding a client, or prepping for billing, the subtask checklist gives you just enough detail—without the noise. It’s tidy. It’s simple. And it’s live now in Workflow.
Where to find it:
This new capability is now available to Workflow customers.
Interested in upgrading to Workflow? Contact us.
Learn More:
With over 25 years of marketing and business experience, Mart has launched and revitalized hundreds of products and services in North America, Europe, and Asia-Pacific. Over the last decade, Mart has launched two new businesses, introduced several businesses to emerging and underserved SaaS markets, uncovered automation trends to maximize organizational performance, and tapped data to discover new business opportunities. He particularly enjoys uncovering why people do what they do, especially when it comes to the products they love. He's worked in large multinational companies, startups, and everything in between. He thoroughly enjoys product storytelling and messaging, uncovering buyers’ journeys, driving go-to-market strategy, and empowering consultative salespeople. He graduated from Brigham Young University in Marketing. He has master certificates in Project Management from George Washington University and Product Marketing from Pragmatic Marketing Institute. With two and a half decades of experience, he specializes in helping organizations drive their product, marketing, and sales results. On a personal note, he also enjoys playing pickleball and tennis, wakeboarding and wakesuring, and exploring the mountains of Utah.
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