The Canopy Mobile app allows you to view and manage questionnaires directly from the client task list. With the app, you can check the status of a questionnaire, send and respond to comments, upload or view files, and manage notes and automations—all from your mobile device.
How to View a Questionnaire Request on Mobile:
1. Navigate to the Client Record:
Open the Canopy Mobile app and go to the Tasks tab within the client record.
2. Open the Questionnaire Request:
Tap on the specific questionnaire request to access its details.
Questionnaire Task Overview:
Once you’ve opened the request, you’ll have access to the following sections:
Task Status – Track the progress of the questionnaire.
Priority Status – View the priority level of the task.
Details Tab – Review and edit task details.
Comments Tab – View or respond to comments, and upload files.
Files Tab – Upload and manage files associated with the request.
Notes Tab – Add or edit task notes.
Automations Tab – Review any automations tied to the task.
How to Edit Questionnaire Details:
To edit the details of a questionnaire request:
Tap the stacked dots icon (⋮) to open the edit menu.
2. You can edit the following fields:
Request Title – Modify the title of the questionnaire request.
Assignees – Update the assigned users.
Priority – Adjust the task’s priority.
Description – Edit or add task details.
Due Date – Set or update the due date.
Client Reminder – Configure client reminders.
3. After making your changes, tap Save Changes to update the request.
