Skip to main content

How to use Task Comments on the Mobile App?

Updated over a week ago

Task comments let you collaborate directly with colleagues, ask questions, and track updates within a task. Comments are only visible to team members assigned to the task.


Required Plan, License, and Permissions

  • License: Workflow license required

  • User assignment: You must be assigned to the client connected to the task

  • Permissions:

    • Admin permissions, or

    • Staff permissions with Tasks and Comments enabled


Why it matters

Task comments keep all communication tied to the task itself. This helps firms reduce email back-and-forth, keep records in one place, and ensure only relevant team members see the discussion.


Table of Contents


Open a task and access comments

  1. Log in to the Canopy mobile app.

  2. Navigate to an existing task or create a new one.

  3. Tap the comments icon in the upper right corner.


Add a comment

  1. Tap into the comment field.

  2. Type @ to mention a team member.

  3. (Optional) Mark the comment as Urgent if it requires immediate attention.

  4. Enter your comment.

  5. Tap the Send icon to post.


Upload a File or Photo

  1. Tap the + icon next to the comment field.

  2. Choose one of the following:

    • Scan with Camera – Use your mobile device’s camera to scan a document and upload it.

    • Add from Photos – Select an existing photo from your camera roll.

    • Upload from Files – Choose a file stored on your device.

  3. Tap the send arrow to add the file or image to the comment thread.

    • You can type a message before sending.

Tips:

  • You can upload multiple files or photos at once.

  • To remove a file before sending, tap the X next to its name.


Manage and Edit Comments

  1. Press and hold a comment to open the menu.

  2. Select one of the following options:

    • Like/Unlike a comment

    • Marks as Completed/Remove Completed

    • Mark as Unread

    • Edit Comment


View and Edit Comment Participants and Notifications

  1. Tap the three-dot icon in the upper-right corner of the comment window.

  2. Choose one of the following:

    • Turn Off Notifications – Stop receiving notifications for this thread.

    • Turn On Notifications – Re-enable notifications if they’ve been turned off.

  3. Tap the Participants tab to see who’s in the thread.

    • Tap the trash icon next to a participant to remove them (optional).

  4. Swipe down to close the menu.


Summary

Task comments on mobile help your team stay aligned without leaving the task. By mentioning colleagues, marking urgent items, and keeping discussions centralized, you’ll maintain better workflows and reduce missed communication.


Need help?

Contact Support or ask Penny, our AI Support Bot, for assistance.

Did this answer your question?