Create and assign tasks on the go from the Tasks tab in the Canopy mobile app. This version is formatted to match the KB template and Penny’s scannable style.
Table of Contents
Start a New Task
Log in to the mobile app. The Tasks tab opens by default.
Tap the Global Add button (+).
Tap Task to open the Create Task card.
Add Core Details
Enter a Task name.
Tap Apply template to use a desktop-created template.
Best practice: You can’t create task templates in the mobile app—create or edit templates on web first, then apply them here.
Assign a Client.
Add Roles and Assignees as needed.
The task creator is included in Assignees by default.
Teams & Roles can be assigned to clients, tasks, subtasks, and client requests in the app.
(Optional) Toggle Assign to all to push assignees to all subtasks.
Enter Budget hours.
Set Priority (Low / Medium / High / None).
Add a Description (internal).
Set Dates
Add a Start date.
Add a Due date.
Tips for Tax Prep Fields
Toggle Tax prep fields to add Tax year and Return type for faster filtering during tax season. Enter these at creation for quick retrieval later.
Recurrence on Mobile vs. Web
Heads up! These instructions only apply for the New Recurrence Scheduler Beta. For more information on how to use the new scheduler, click here!
Important: Recurrence settings are web-only. On mobile, you’ll see a notice that recurrences must be configured on the web.
Create recurring tasks via template: If you apply a task template that already has recurrence configured (on web), the task you create on mobile will inherit that recurrence.
Editing the scheduler: You cannot edit the recurrence scheduler on mobile. To modify Repeats / Create / Due / Repeats until, open the task on the web and adjust there.
Tip: If you frequently create recurring tasks on mobile, keep a set of ready-to-use recurring templates built and maintained on the web.
Create & Manage
Tap Create and manage to open the Task Workspace and begin work immediately, or tap Create and save to save a draft and finish later.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.