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. (Scroll the right to view the automations tab)
Tap View to access and edit the client's questionnaire responses.
Open the Questionnaire by tapping View to review and modify client information.
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.
