Canopy provides preset task templates you can duplicate and customize to standardize workflows and speed up setup.
Value to your firm
Start from vetted patterns, then tailor to your practice.
Keep work consistent and easier to maintain across clients.
Table of Contents
Copy Preset Task Templates
Click Templates in the global navigation.
Select Task in the slide-in panel.
In Canopy Templates, preview options in the Workflow pane on the right.
Click the Duplicate icon on the template you want to copy.
Name your template.
Default format: [Preset Template Name] (copy).
Set Template Privacy:
Green (On) → Teammates can view/use your template.
Gray (Off) → Teammates cannot view/use your template.
Click Copy to create your personal version.
Edit Preset Task Templates
Open Templates ▸ Task Templates.
Click the ⋮ (Additional actions) next to a template → Edit.
In the basic info modal, add or adjust:
Dates (fixed/relative/custom), Reminders, Files.
Repeat the same on each Subtask as needed.
To modify existing items, hover to reveal Edit / Delete icons and apply changes.
Add Subtask or Client Request blocks to expand the workflow.
Reorder subtasks by drag-and-drop in the Template Workflow area.
(Optional) Update Template Privacy (Green = shared, Gray = private).
Click Save to commit changes.
For applying templates to tasks, see Apply a Task Template.
Troubleshooting
I can’t find the preset list. Ensure you opened Templates → Task; presets appear in the Canopy Templates modal.
Colleague can’t see my template. Switch Template Privacy to Green (On) to share.
Reminder option missing. Add at least one Date to anchor reminders.
Summary
Duplicate a preset, set privacy, and tailor dates, reminders, files, subtasks, and client requests. Save to make the template available for consistent, repeatable task creation.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.