Canopy University

course
Intro to Customizing Workflow
Intro to Customizing Workflow
Intro to Customizing Workflow

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 task templates and how to navigate the task list.

Prerequisites:  Intro to Workflow Basics               |           Estimated Time:  15 minutes

Learning Objectives:

  • Creating a task template 
  • Navigate the task list 
  • 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 Customizing Workflow
  2. Task Templates
    1. Create Task Templates Video
    2. Task Templates Best Practices
  3. Task workspace
    1. Navigate the Task List Video
    2. Get the most out of your Task List
  4. Learn More
    1. Additional Resources
course
Intro to Customizing Workflow
Intro to Customizing Workflow
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 task templates and how to navigate the task list.

Prerequisites:  Intro to Workflow Basics               |           Estimated Time:  15 minutes

Learning Objectives:

  • Creating a task template 
  • Navigate the task list 
  • A getting-started checklist 
  • A list of additional resources
Course Outline
  1. Course Overview
    1. Intro to Customizing Workflow
  2. Task Templates
    1. Create Task Templates Video
    2. Task Templates Best Practices
  3. Task workspace
    1. Navigate the Task List Video
    2. Get the most out of your Task List
  4. Learn More
    1. Additional Resources

Course Categories

Beginner
Onboarding
Workflow