Canopy University

course
Intro to Workflow Basics
Intro to Workflow Basics
Intro to Workflow Basics

About the Course

Description:  This course is designed to help you during your onboarding process. In this course, you will take a quick look at Workflow basics, including a look at tasks, subtasks, and checklists, as well as how to use automation. 

Prerequisites:  None                 |           Estimated Time:  15 minutes

Learning Objectives:

  • Create a task 
  • How to use subtasks and checklists
  • Creating simple automation rules
  • A getting-started checklist 
  • A list of additional resources

Course Categories

Beginner
Onboarding
Workflow
Course Progress
Not started
Course Outline
  1. Course Overview
    1. Intro to Workflow Basics
  2. Create a Task
    1. Create a Task Video
    2. Task, Subtask & Checklist Basic
  3. Simple Automation
    1. Automate Tasks Video
    2. Simple automation examples
  4. Learn More
    1. Additional Resources
course
Intro to Workflow Basics
Intro to Workflow Basics
Course Progress
Not started

About the Course

Description:  This course is designed to help you during your onboarding process. In this course, you will take a quick look at Workflow basics, including a look at tasks, subtasks, and checklists, as well as how to use automation. 

Prerequisites:  None                 |           Estimated Time:  15 minutes

Learning Objectives:

  • Create a task 
  • How to use subtasks and checklists
  • Creating simple automation rules
  • A getting-started checklist 
  • A list of additional resources
Course Outline
  1. Course Overview
    1. Intro to Workflow Basics
  2. Create a Task
    1. Create a Task Video
    2. Task, Subtask & Checklist Basic
  3. Simple Automation
    1. Automate Tasks Video
    2. Simple automation examples
  4. Learn More
    1. Additional Resources

Course Categories

Beginner
Onboarding
Workflow