Access and complete your to-do lists on the Canopy Mobile app via the Checklist tab within a subtask. All subtask checklists created from templates or individual tasks are viewable on mobile.
Coming Soon! We're working on bringing you the ability to create subtask checklists within the mobile app itself, without needing a pre-existing task or template. Stay tuned!
Use a Subtask Checklist on Mobile
To start, open the Canopy practitioner app on your mobile device.
1. Login to the Canopy practitioner app.
2. Open a task, or create a task with a subtask checklist using a template.
If you have an existing task with a subtask checklist, open it by tapping the task in the Work tab or the Task tab within the Client Record.
Alternatively, for new tasks, use a template containing a subtask checklist and tap Create and manage to open the task once you are done applying the template.
3. In the Task, tap the Subtask tab.
First tap the Subtask tab, then tap the subtask that contains the checklist.
4. Tap the Checklist tab.
5. Tap the checkbox to complete an item.
The completion date, time, and team member who completed the to-do item is displayed.
To uncheck an item, tap the blue checkmark. A temporary Undo notification will appear at the bottom of the screen, allowing you to reverse the action with a tap.
