The tasks dashboard will show you the status, task name, task type, client, date, date type, and assignee(s) for each task created. Use the task list to filter or sort tasks, pin tasks, quickly update task details, and view subtask details.
Use the Task List
1. Click Work on the global navigation bar.
A new panel will slide in from the left.
2. Click Task List on the slide-in panel.
Add New Sortable Columns
Additional attribute columns may be added to your task list to help you sort and filter tasks to suit your needs. For help creating new filter views and adding sortable columns, please refer to the Create New Filter Views article.
Collapsible Subtasks on the Task List
Subtasks can be shown or hidden on the task list and an in-line dropdown arrow can be used to view or collapse subtasks.
Show or Hide Subtasks on the Task List
1. Navigate to your Tasks List in Canopy.
2. Click on the Options menu in the top-right corner.
3. Click on Subtasks to show or hide subtasks on the task list.
A green, in-line checkmark designates that Subtasks will be shown.
If there is no in-line checkmark, Subtasks will be hidden on the task list.
View Hidden Subtasks on the Task List
If you have chosen to hide subtasks on the task list, you will only be able to see the subtasks associated with an expanded task.
1. Locate a task with subtasks on the task list.
Next to each task name, a small box indicates the number of completed subtasks and the total number of subtasks assigned to that specific task.
2. Click on the in-line dropdown arrow to expand the task's subtasks.
3. When finished, click on the arrow again to collapse the subtasks.
A subtask icon populates next to each subtask.
Copy a Task
You may wish to copy certain tasks. To do this, an initial task must already be created. If you would like help creating a task, refer to the Create a Task article in the knowledge base.
1. Right-click on the task you want to copy.
A drop-down menu will pop up.
2. Choose Copy task from the dropdown menu.
3. In the Copy Task window, edit the fields of your copied task as needed.
The Task Name reads as (copy) [Task Name] until you edit it.
4. Click Copy and manage to continue to the Task Workspace.
Click Copy and close to save the task to return to the Task dashboard.
Bulk Action
You can do a bulk action for the following:
Archive
End task recurrences
Change status
Change priority
Change assignee
You can use filters to make it easier to find the group of tasks you would like to update/change the assignee on. Once filtered, you can select all the tasks by holding down the Ctrl key and clicking each task or selecting the top task, holding down the Shift Key, and selecting the very last task, highlighting those in a light blue color indicating those are the chosen tasks for the bulk action.
Once tasks are selected, right-click and select either, Archive, End task recurrences, Change status, Change priority, or Change assignee.
Manage a Task
You can remove a task in one of two ways: archiving or deleting the task. Archiving a task removes the task from the Tasks List but not from Canopy completely. Deleting an archived task removes the tasks permanently from Canopy. A task must be archived before it can be deleted.
Archive a Task
1. Right-click on the Task you want to remove.
2. Click Archive from the pop-up menu.
Confirm this action by clicking Archive in the Archive task window that pops up.
The task will then move to the Archived Tasks list.
Restore Archived Tasks
1. Click the Options icon in the top right corner of the Tasks Dashboard.
2. Click Archived Tasks.
The Archived tasks pop-up window will open.
3. Click Move to active to restore a task back to the active task dashboard.
4. When finished deleting or unarchiving tasks, click Done.
The restored tasks will appear in the list of active tasks.
Delete Archived Tasks
Once a task is archived, it can be viewed under Archived Tasks and deleted from there. To get started, click on the Tasks tab in Canopy.
1. Click the Options icon in the top right corner of the Tasks Dashboard.
2. Click Archived Tasks.
The Archived tasks pop-up window will open.
3. Click Delete to permanently remove a task.
To find a specific task, you can type a search for archived tasks in the field provided.
Click Move to Active to move the task to the Task Dashboard.
4. Click Done to close the Archived Tasks window.
Exporting Tasks
Need your task exported to a CSV file? We've got you! You can export your tasks by exporting all or filtering by a filter view.
The CSV export will go directly to the Canopy My Files section. There will also be an email/badge notification sent that will direct you back to your My Files section where you can view it in Canopy or download to your desktop.
1. Navigate to Work on the global nav bar.
2. Click on Task List.
3. Select any view ie. default view or any filter view.
4. Click on the Options menu in the top-right corner.
5. Select "Export filtered tasks" or "Export all tasks".
You'll get a pop-up notification letting you know that your task export is being processed.
6. Click on the notification sent to you either by email or badge notification.
Canopy will direct you to that file to view.
Alternatively, you can navigate to your My files to view the exported CSV file.
Option to preview or download to your desktop
