Skip to main content
All CollectionsWorkflow & AutomationTask Lists
Update Tasks From the Tasks List
Update Tasks From the Tasks List
Updated over a week ago

You can update tasks from the task list without opening the task. To get started, click Tasks on the global navigation bar. Choose Tasks list from the slide-in menu.

Update Tasks From the Tasks List

1. Click the status of a task.

  • A dropdown will appear with a list of statuses to choose from.

  • There is also an option to type a status name in the search bar.

mceclip0.png
  • If needed, create your own status by clicking the Add custom status option.

    • Input a custom Status Name in the pop-out field.

    • Drag the color slider to select a custom color.

    • Click Done.

mceclip1.png

Warning: To create and delete custom statuses, you must have the Create and Delete Custom Statuses permission enabled.

2. Click the date of a task.

A calendar will appear to change the date.

2023-11-21_10-56-20.png

3. Select the assignee of a task.

A window populates so you can add or remove users and roles. Roles in Workflow are only available on the Pro Tier of Canopy. Learn more about Teams & Roles here!

2023-11-21_10-58-39.png

2023-11-21_11-00-25.png

4. Choose the description of a task.

  • A text box will appear to add a description.

  • If the description column is not visible, refer to the Filter the Task List article.

2023-11-21_14-22-19.png
Did this answer your question?