Using Comments allows you to tag other team members within Canopy to improve internal communication.
How Do Comments Work in Canopy?
Comments allow you to collaborate internally by tagging team members directly within emails—without creating tasks or sending separate messages.
Comments keep communication tied to the relevant email, reduce task clutter, and make it easier to collaborate during busy seasons when context matters most.
Table of Contents
Start a Comment Thread
Use comments when you need to:
Collaborate with a colleague about a process
Ask a specific question about a client
Communicate internally without assigning a task
To start a comment thread:
Click Inbox in the global navigation bar.
Select an email.
Navigate to the right-hand panel.
Click the conversation bubble icon.
Type your message in the message bar at the bottom.
Press Enter/Return or click Send.
Your message will appear in the conversation space, similar to a text message thread.
Use Comment Features
Comments include tools to help you collaborate efficiently.
Use @Mentions
To tag team members or teams:
Type @ in the message field.
Begin typing the team member’s name.
Select the correct person or team from the list.
Repeat as needed to add additional participants.
Click Send.
What happens next:
Mentioned team members are added to the thread.
They can see the entire conversation history.
They receive a notification.
Tip: Tagging a team saves time during tax season when multiple team members need visibility.
Mark a Comment as Urgent
For time-sensitive matters:
Type your message.
Click Mark Urgent (below the Send button).
Click Send.
Urgent comments:
Display a ! (exclamation) icon.
Trigger notifications for all participants in the thread.
Best Practice: Reserve urgent comments for true time-sensitive client matters to avoid alert fatigue.
Like, Edit, and More
After sending a comment:
Hover over the comment.
Click the three dots icon.
Available options:
Like Comment – Add a thumbs-up reaction.
Mark as Complete – Track completion of a request.
Mark Unread – Reflag a comment as new.
Set a Reminder – Return to the thread later.
Edit Comment – Update your message if needed.
Manage and View Comment Threads
Remove Participants
If someone no longer needs access:
Click the three dots in the top-right corner of the thread.
Select Participants.
Click the (-) icon next to the team member’s name.
They will no longer have access to the conversation.
Turn Off Notifications for a Thread
You can mute notifications for a specific thread at any time using the thread options menu.
View All Comments in the Inbox
To access all comment threads:
Click Inbox.
Select the Comments tab.
From here, you can:
View all conversations you are part of.
Click any thread on the left to open it on the right.
Navigate quickly between conversations.
Each thread displays:
The associated Contact Name (linked to the Contact Record).
The related Email (linked to the email).
You can also:
Sort comments by oldest or newest.
Filter by:
Start and End Dates
Contacts
Team Members
Email Accounts
Use the search bar to find keywords or names across threads.
Adjust Comment Notifications
To customize how you receive comment notifications:
Click your profile picture or initials.
Select Settings.
Click Notifications.
Open the Comments dropdown.
Notification types include:
Banner
Badge
Email
By default, all notification types are enabled.
Best Practice: Keep at least one notification type enabled for urgent comments to ensure critical client communication isn’t missed.
Summary
Comments in Canopy allow you to:
Keep internal communication tied directly to relevant emails
Tag team members using @mentions
Highlight urgent matters
Track follow-ups and completion
Manage notifications to match your workflow
Using Comments effectively reduces task clutter, improves visibility, and keeps client communication organized—especially during high-volume seasons.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.