Everyone Knows Their Lane
Team Execution &
Knowledge Capture.
Your team runs from the system — not from your head. Tasks are structured, decisions are captured, and institutional knowledge compounds year over year instead of disappearing when someone goes on vacation.
The Knowledge Problem
The best planning decisions
shouldn't live only in your head.
Your Roth conversion approach for the Hendersons. The cash-raising strategy for the Patels. How you handle the Williams trust rebalance each quarter. This institutional knowledge gets lost every time the advisor is unavailable, every time a new hire joins, every time a task gets redone from scratch because nobody wrote it down.
CanyonOps captures planning decisions, client preferences, and execution notes at the task level. They carry forward year to year. Your ops team runs from the system. New hires get context from the platform, not from interrupting your day.
Key Capabilities
Built for how advisory
teams actually work.
6 Task Statuses
Not Started, In Progress, Blocked, Complete, Deferred, and N/A. Each status has a clear meaning. "Blocked" tells the team someone else needs to act. "Deferred" preserves the task for later without losing it. "N/A" marks tasks that don't apply to a specific household without deleting them.
4 Priority Levels
Low, Medium, High, and Urgent. Priority filters let team members focus on what matters most. Urgent tasks surface to the top of every view. Combined with due dates, priorities make Monday morning simple: open CanyonOps, see what's urgent, execute.
3 Task Types
One-Off tasks happen once and are done. Recurring tasks repeat on a schedule — quarterly rebalance reviews, annual insurance audits. Triggered tasks fire from event workflows when a life event or onboarding step occurs. Each type is provisioned differently through the service model.
Subtask Checklists
Complex tasks break down into subtasks — each with its own assignee. "Prepare Q1 review" might have 4 subtasks: pull performance report (staff), draft talking points (advisor), confirm meeting time (staff), send pre-meeting email (staff). Progress shows as "2 of 4 subtasks complete."
Saved Views & 3 View Modes
Create custom filtered views — "My Tasks Today," "Overdue Across All Households," "Henderson Tax Tasks." Save them for one-click access. Switch between Checklist view for scanning, Calendar view for scheduling, and Kanban view for visual workflow management.
Full Activity Audit Trail
Every action is logged — who changed a status, who added a note, who reassigned a task, and when. The activity feed gives advisors and compliance officers a complete history. No more "who moved this?" or "when was this completed?" questions.
Knowledge Capture
Decisions and context,
preserved forever.
Notes at the task and subtask level capture the "why" behind every decision. Next year, when this task recurs, your team has the full context.
Client prefers gradual approach. Evaluated $85K partial conversion — keeps them in the 24% bracket. They want to spread the conversion over 3 years rather than a lump sum. Sarah Mitchell (CPA) confirmed this works with their estimated payments schedule.
2025 conversion was $70K. TLH carryforward of $12K available to offset. Pulled data from Schwab and uploaded to documents.
Day in the Life
Sarah's Monday morning
runs itself.
Scenario: Sarah, Operations Manager, starts her week
Open Her Saved View: "My Tasks This Week"
Sarah logs in Monday at 8:00 AM. Instead of rebuilding her to-do list from memory and emails, she clicks her saved view. CanyonOps shows 12 tasks across 7 households, sorted by priority and due date. Two are urgent. Three are due today. She knows exactly where to start.
Execute with Context
The first task is "Prepare Q1 review for Williams Trust." She opens it and sees 4 subtasks — pull performance report, draft talking points, confirm meeting time, send pre-meeting email. The task notes from last quarter say "Williams prefers equity-heavy rebalance, tolerates volatility well, always asks about ESG exposure." Sarah has the context without asking Jake.
Handle a Blocked Task
The Patel insurance review is "Blocked" — the note says "Waiting on Lisa Kim to send updated coverage summary." Sarah adds a follow-up note and reassigns the next subtask to Jake so he can make the introduction call. The status change and reassignment are both logged in the activity trail.
Use Bulk Actions
Three Communication tasks across the Garcia, Nakamura, and Thompson households all need the same action — send quarterly newsletter. Sarah selects all three, uses the bulk action to change status to "Complete," and exports a CSV of this week's completed tasks for the team meeting. Done in 10 seconds instead of 10 clicks.
Switch to Kanban for the Team Meeting
At the 10:00 AM standup, Sarah switches to Kanban view. The board shows tasks in columns: Not Started, In Progress, Blocked, Complete. The team can see at a glance that 2 tasks are blocked and need attention, 5 are in progress, and 8 were completed last week. No status update emails needed.
Connected System
Tasks flow from the
Service Calendar to your team.
Tasks are provisioned from the Service Calendar, triggered by onboarding workflows, and assigned to team members and professionals. The audit trail feeds compliance reports.
Early Access
Give your team a system
they can run without you.
Be the first to experience structured team execution. Early access members get founder pricing, direct product input, and priority onboarding.