video1.0<iframe src="https://www.loom.com/embed/f42d4ba45e0945ac94059487143fbcc2" frameborder="0" width="3840" height="2880" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>28803840Loomhttps://www.loom.com28803840https://cdn.loom.com/sessions/thumbnails/f42d4ba45e0945ac94059487143fbcc2-611776a702d5b312.gif313.492In this video, I walk you through how to configure and use task bundles in Canyon Ops for your firm. I demonstrate how to create new bundles, select tasks from our extensive library of over 250 options, and set deadlines and priorities. I also explain how to activate these bundles for clients and how they can be triggered by specific tags. I encourage you to explore these features to streamline your workflow. Please take a moment to implement these task bundles in your practice.