What's in this Article
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.
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.
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.
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!
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.