Subtask Checklists offer an additional layer of organization to tasks by providing a trackable to-do list within each subtask, making it simple to monitor progress, ownership, and completion.
Checklists can be added to subtasks within new tasks, existing tasks, and task templates.
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Heads up! To learn how to use a Subtask Checklist on the Canopy practitioner app, click here!
Add a Subtask Checklist to a New Task
1. To get started, create a task.
Click the Global Plus (+) icon in the navigation bar and select Create Task.
Alternatively, navigate to the Global Task List by clicking Work (1) in the navigation bar, then Task List (2), and finally Create Task (3).
2. Add a Subtask.
At the bottom of the task, click Add subtask.
3. Click Add checklist item.
4. Enter a checklist item, then click Save.
Type in the item name, then click Save.
5. Click Add checklist item to add another item.
You can also tap enter on your keyboard to quickly create another checklist item.
6. Click the trash icon to delete an item if needed.
7. Reorder checklist items by clicking and dragging the dot handle on the right.
8. Click Create and Manage.
Once you've completed filling out the rest of the Task, click create and manage to preview the subtask checklist.
Add a Subtask Checklist to an Existing Task
To get started, navigate to Global Task List or the Client Record Tasks tab.
1. Click on the Task Name to open the task.
2. Click on a Subtask, or create a new Subtask.
3. Click Add a tool in the Subtask, then select Checklist.
4. Click Add Checklist item.
Enter the checklist item name and click Save. To add more items, click Add checklist item again or press Enter.
The checklist is automatically saved. You can start using the checklist right away, or navigate away from the task.
Add a Subtask Checklist to a Task Template
If you haven't created a Task Template yet, click here to learn how.
Adding a Subtask Checklist in a Task Template:
Open a new or existing Task Template.
Add a new subtask or navigate to an existing one in the template.
In the subtask's Checklist section, click Add checklist item.
Add, move, or delete checklist items as needed.
Use a Subtask Checklist
To start, open a task from the Client Record or the Task list.
1. Click on the Subtask in the Task Workspace to view the checklist.
2. Click the checkbox next to each checklist item to mark the item complete.
When you select a checklist item, the completion date, time, and team member who completed the item are recorded. Deselecting an item prompts a temporary notification with an Undo option pop-up.
3. Add another checklist item if needed.
Click Add checklist item, type in the item name, then click Save.
Edit a Subtask Checklist
To start, open a task from the Client Record or the Task list.
Click the 3 dot icon in the upper right corner of the checklist and select Edit.
Editing the Checklist:
To add items, click Add checklist item.
Type in the item name, then click save.
To delete an item, click the trash icon next to it.
To reorder items, click and drag the dots on the left.
Click Save changes when finished.
Delete a Subtask Checklist
To Delete a Checklist:
Open a task from the Client Record or Task List.
Click the subtask to view its checklist.
Click the three-dot icon (⋮) in the upper right.
Select Delete items from the menu.
Click Delete all items in the pop-up.
A confirmation message appears at the bottom of the screen. Click Undo in the temporary notification to restore it.
