You can sort or filter any column in the task list to focus on specific tasks. Your selections are saved even after you log out and return.
Why It Matters
Filtering and customizing your task list helps you see exactly the work you need—whether it’s by due date, priority, client, or assignee—so you can manage your workload more efficiently.
Table of Contents
Filter the Task List
Click the Work tab on the Global Navigation bar.
Select Tasks List from the slide-in menu.
Click the column header for the column you want to filter.
Choose your preferred filter:
For some columns, you can add conditions (e.g., AND / OR) by selecting + Add condition as needed.
For other columns, you can select multiple options directly from the dropdown menu.
The filter options vary depending on the column you select.
Click Apply to set the filter on the column.
The task dashboard updates immediately based on your selections.
Your filter settings will persist, even after logging out and returning to Canopy.
(Optional) Click and drag columns to rearrange their order in the task list.
(Optional) Click the (x) next to a column header to undo a filter.
Change Visible Columns on the Task List
You can choose which columns appear in the task list.
Steps:
In the Task List, click the Options menu in the top-right corner.
Select Customize task list from the pop-out menu.
Ensure the Customize columns tab is selected.
Select the Task List you want to customize filters for.
Check the Task attributes you want to display; uncheck to hide them.
Choose whether to show the Start date or Due date columns.
(Optional) To add custom date columns:
Enter your search in the text box.
Select the date types to add them to the Date Columns box.
Click Done.
Click Save and close to apply your changes.
You can repeat steps 4–8 for other filter views before saving.
Be sure to click Save and close when finished; otherwise, your changes will not be applied.
