What Is the Updated Tasks List Experience?
The updated Tasks List experience introduces new ways to select tasks, view subtasks, and navigate large task lists more efficiently.
⚠️ Beta Feature
This feature is currently in Beta, meaning it is not fully built out and requires enabling an Experimental Feature to access it.
You must manually toggle this feature on to use it.
We are actively collecting feedback to improve the experience.
To share feedback or join the discussion, visit the Canopy Community.
Why This Matters
Managing tasks efficiently is critical for firm workflows—especially when handling high task volumes during busy seasons. These updates reduce friction when working in bulk, improve visibility into subtasks, and make large task lists easier to navigate.
Table of Contents
Enable the Tasks List Update
To access the updated Tasks List experience, you must enable it from Experimental Features.
Log in to your Canopy account.
Click your Profile icon.
Select Settings.
Open Experimental Features.
Toggle on Tasks List Update.
Once enabled, the update applies to your account.
Select Tasks Using Checkboxes
The updated task list introduces checkboxes for easier bulk selection.
Each task now includes a checkbox on the left side of the row.
You no longer need to use Shift + click to select multiple tasks.
After selecting one or more tasks, bulk action icons automatically appear.
The bulk actions include:
Edit status
Edit Priority
Edit dates
Edit assignees
Edit roles
More options (3-dot icon): Edit task, copy task, edit task tag(s), End task recurrences, archive.
Tip: This is especially helpful when reassigning, updating, or completing multiple tasks at once.
View Subtasks in a Pop-Up Window
Subtasks are now displayed in a dedicated pop-up window instead of expanding inline. This keeps the main task list clean while allowing focused subtask review.
Click the subtask button showing the number of subtasks in a workflow.
A pop-up window opens to display all related subtasks. In the pop-up you can:
Edit the task status
Edit the subtask statuses
View subtsask details including assignees, due dates, time tracked...etc.
Click on the subtask name to open the task workspace for further subtask management.
Click on the client name to open the Client Record.
Navigate Tasks Using Pagination
Pagination improves performance and usability for large task lists.
Choose to display 50, 100, or 200 tasks per page.
Page numbers appear at the bottom of the task list.
Use the arrow controls to move between pages.
This helps reduce scrolling and makes large task lists easier to manage.
Summary
The updated Tasks List experience introduces:
Checkbox-based task selection for faster bulk actions
A pop-up view for subtasks to reduce visual clutter
Pagination options to better manage large task volumes
These changes are designed to help firms work more efficiently as task volume grows.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.