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.
