Canopy University

Learning Path
Canopy Onboarding
Canopy Onboarding

About This Learning Path

Welcome to the Canopy Onboarding learning Path. This learning path is designed to complement your implementation process and help you to learn the basics of Canopy in short 15-minute courses. Each course focuses on a different module in Canopy and offers additional resources where you can learn more! 

Prerequisites: None.        |           Estimated Time: 2 hours

Learning Objectives:

By the end of this learning path, you’ll be able to:

✅ Add and manage Clients and Contacts 

✅ Create and manage tasks 

✅ Track time and create invoices 

✅ Organize and manage files and folders 

✅ Create a Liveboard in Insights 

Intro to Client Management
Intro to Client Management
Intro to Workflow Basics
Intro to Workflow Basics
Intro to Customizing Workflow
Intro to Customizing Workflow
Intro to Tracking Time
Intro to Tracking Time
Intro to Payments and Billing
Intro to Payments and Billing
Intro to Doc Management
Intro to Doc Management
Intro to Insights
Intro to Insights
Learning Path
Canopy Onboarding
Canopy Onboarding

About This Learning Path

Welcome to the Canopy Onboarding learning Path. This learning path is designed to complement your implementation process and help you to learn the basics of Canopy in short 15-minute courses. Each course focuses on a different module in Canopy and offers additional resources where you can learn more! 

Prerequisites: None.        |           Estimated Time: 2 hours

Learning Objectives:

By the end of this learning path, you’ll be able to:

✅ Add and manage Clients and Contacts 

✅ Create and manage tasks 

✅ Track time and create invoices 

✅ Organize and manage files and folders 

✅ Create a Liveboard in Insights 

Intro to Client Management
Intro to Client Management
Intro to Workflow Basics
Intro to Workflow Basics
Intro to Customizing Workflow
Intro to Customizing Workflow
Intro to Tracking Time
Intro to Tracking Time
Intro to Payments and Billing
Intro to Payments and Billing
Intro to Doc Management
Intro to Doc Management
Intro to Insights
Intro to Insights