How Do I Use and Customize the Task List?
The Task List is where all tasks in Canopy are tracked, organized, and updated so your firm can stay on top of client work.
Why This Matters
The Task List gives you a centralized view of your firm’s work, helping you track progress, prioritize tasks, and make updates quickly—without opening each task individually.
Table of Contents
Navigate to the Task List
Click Tasks in the left navigation.
Select Task List.
Navigate and Use the Task List
The Task List functions like a directory for all tasks in Canopy and uses a table layout similar to the Client List.
Task List Columns
The table displays key task details, including:
Task Status
Task Name
Assigned Contact
Task Type
Assigned Team Members
Dates
Priority
Notes
Status and Task Name are frozen on the left.
All other columns can be reordered by clicking and dragging the column header.
Open Tasks, Subtasks, and Client Requests
Click a task name to open the task workspace.
Use your browser’s back button to return to the Task List.
Tasks with subtasks or client requests display a dropdown with a number showing how many items are included.
Click the dropdown to view subtask progress.
Select a subtask to open the task workspace with that subtask highlighted.
Show or Hide Subtasks
Click the three-dot icon in the Task List.
Select Show subtasks to toggle subtask visibility on or off.
Pin Tasks
Click the pin icon to the left of a task to pin it to the top of the list.
Pinned tasks remain frozen at the top and display a blue pin icon.
Make Quick Updates From the List
Some task details can be edited directly from the Task List:
Click a date to update it.
Click a priority to change it.
Make Bulk Updates
You can update multiple tasks at once without opening them individually.
Select Multiple Tasks
Click a task row (not the task name).
Hold CTRL (Windows) or Command (Mac) to select multiple individual rows.
Hold SHIFT to select consecutive rows.
Apply Bulk Actions
Right-click after selecting tasks.
Choose an option from the menu, such as:
Archive
Change status
Change priority
Change assigned
Notes
The menu is dynamic and changes based on task type and status.
For example, draft client requests may show a Send Request option.
Archiving from this menu is the fastest way to archive multiple tasks at once.
Customize and Save Task List Filters
Use Default Filters
The Task List includes three default views:
Active Work – Open work across the firm (completed and archived tasks excluded)
All Work – All tasks, including completed work
My Work – Tasks assigned to you
Modify an Existing Filter
Open a filter view.
Use column filters (such as Status) to refine results.
Click Apply Filter.
Choose Save Filter and select:
Update Existing (overwrites the filter), or
Save as New.
Rename or Reorder Filters
Click the three-dot icon on the far right.
Select Customize Task List.
Click Reorder filter views.
Drag filters to reorder them.
Use the three-dot icon next to a filter name to rename it.
Click Save.
Create a New Filter Example (Priority-Based)
Click the Priority column header.
Select Medium and High.
Click Apply Filter.
Click Save Filter and name the new filter.
Your saved filter will appear alongside other filters for future use.
Customize Columns Per Filter
Click the three-dot icon in the top-right corner.
Select Customize Task List.
Choose which columns to show or hide for the selected filter.
Add custom date fields if needed using the dropdown under Custom Dates.
View and Manage Archived Tasks
Archived tasks are stored separately from active task views.
Access Archived Tasks
Click the three-dot icon in the Task List.
Select Archived Tasks.
From here, you can:
Restore tasks to an active list
Permanently delete tasks
Important
Deleting a task is a two-step process.
Tasks must be archived before they can be deleted.
Deleted tasks cannot be recovered.
Summary
The Task List is your firm’s command center for managing work in Canopy. With inline edits, bulk actions, customizable filters, and pinned tasks, you can keep workflows organized and efficient without opening every task individually.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.