Add a Client External ID column to the Tasks List to find, sort and filter tasks by the client number your firm already uses, such as a Lacerte or UltraTax ID.
Anyone who uses the Tasks List can add the column.
Why it matters: When two clients share a name, or your staff know clients by number, the ID finds the right client's tasks at a glance.
Table of Contents
Add the Client External ID Column
Click Work on the global navigation bar, then select Tasks List.
Click the Customize Task List icon above the list.
Check Client External ID, then click Save and close.
The column works like the others: click its header to sort or filter, use it in a saved or shared filter view, and include it when you export tasks.
đ Good to know: The column shows the External ID already on each client record; it isn't Canopy's own client number, and there's nothing new to fill in.
A blank cell means that client has no External ID yet: add it on the client record, or include it when you import clients (see Add Data to the Import Template Workbook). Use leading zeros in IDs, such as 0042, so they sort in order.
Summary
Add Client External ID from the Customize Task List icon to see your firm's client numbers on the Tasks List, then sort, filter, save views and export by it. The IDs come from each client record or your client import.
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