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Tracking Tasks & Time
Tracking Tasks & Time
Tracking Tasks & Time

About the Course

Description:  This course is designed to help you with all things workflow and time tracking. From creating client requests, tasks, and subtasks to tracking the time you spend working on the client's work. Get ready to streamline your workflow. 

Prerequisites: None.        |           Estimated Time:  60 minutes

Learning Objectives:

  • Create and track client requests 
  • Build tasks and subtasks 
  • Track billable hours 
  • Navigate the task workspace 

Course Categories

Beginner
Certification
Time & Billing
Workflow
Course Progress
Not started
Enroll
Course Outline
  1. Let's Get into the Flow of Workflow
    1. Workflow Overview
    2. The Building Blocks of Workflow
  2. Request Info or Files from Clients
    1. Client Requests Overview
    2. How to Video: Send Client Request
    3. Sending a Client Request
    4. What Your Client Sees
    5. Locating Sent Client Requests
    6. Send Fillable PDFs Via Client Request
  3. Navigating Workflow
    1. Navigating Workflow Overview
    2. Top Level: Tasks
    3. Next Level: Subtasks
    4. Client Requests vs Task
  4. Intro to Tasks
    1. How to Video: Create a Task
    2. Creating a Task
    3. Adding Subtasks
    4. Using Client Requests in a Task
    5. Accessing the Task Workspace
    6. Updating Task Statuses
  5. Tracking Time
    1. Tracking Time Overview
    2. Tracking Billable vs. Non-Billable Time
    3. Tracking Time in Canopy
    4. Best Practices for Accurate Time Tracking
    5. Linking Time to a Task
    6. View the Time Entries Dashboard
  6. Course Challenge
    1. Course Challenge Overview
    2. Step One: Start a Timer
    3. Step Two: Create a Task
    4. Step Three: Add Client Request
    5. Step Four: Add Subtask and Update Status
    6. Step Five: Update Status and Update Timer.
  7. Course Quiz
    1. Tracking Tasks & Time Quiz
    2. Quick Course Survey
course
Tracking Tasks & Time
Tracking Tasks & Time
Course Progress
Not started
Enroll

About the Course

Description:  This course is designed to help you with all things workflow and time tracking. From creating client requests, tasks, and subtasks to tracking the time you spend working on the client's work. Get ready to streamline your workflow. 

Prerequisites: None.        |           Estimated Time:  60 minutes

Learning Objectives:

  • Create and track client requests 
  • Build tasks and subtasks 
  • Track billable hours 
  • Navigate the task workspace 
Course Outline
  1. Let's Get into the Flow of Workflow
    1. Workflow Overview
    2. The Building Blocks of Workflow
  2. Request Info or Files from Clients
    1. Client Requests Overview
    2. How to Video: Send Client Request
    3. Sending a Client Request
    4. What Your Client Sees
    5. Locating Sent Client Requests
    6. Send Fillable PDFs Via Client Request
  3. Navigating Workflow
    1. Navigating Workflow Overview
    2. Top Level: Tasks
    3. Next Level: Subtasks
    4. Client Requests vs Task
  4. Intro to Tasks
    1. How to Video: Create a Task
    2. Creating a Task
    3. Adding Subtasks
    4. Using Client Requests in a Task
    5. Accessing the Task Workspace
    6. Updating Task Statuses
  5. Tracking Time
    1. Tracking Time Overview
    2. Tracking Billable vs. Non-Billable Time
    3. Tracking Time in Canopy
    4. Best Practices for Accurate Time Tracking
    5. Linking Time to a Task
    6. View the Time Entries Dashboard
  6. Course Challenge
    1. Course Challenge Overview
    2. Step One: Start a Timer
    3. Step Two: Create a Task
    4. Step Three: Add Client Request
    5. Step Four: Add Subtask and Update Status
    6. Step Five: Update Status and Update Timer.
  7. Course Quiz
    1. Tracking Tasks & Time Quiz
    2. Quick Course Survey

Course Categories

Beginner
Certification
Time & Billing
Workflow