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Edit Task Information on the Client Record
Edit Task Information on the Client Record
Updated over a week ago

What's in this Article

Date, Priority, and Assignee fields can be edited in-line on the tasks tab of the client record. To get started.

Edit Task Information on the Client Record

1. Navigate to a client's record and click on the Tasks tab in the client record.

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3. Click on the Assignee(s) field to add or remove assignees.

Roles in Workflow are only available on the Pro Tier of Canopy. Learn more about Teams & Roles here!

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4. Click on the Date field to change the associated date.

The Date field can only be edited if a date has already been assigned to the task or subtask.
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5. Click on the Priority field to set a new priority type for the task.

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