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Create a Task From the Client Record
Create a Task From the Client Record
Updated over a week ago

What's in this Article

Practitioners can create tasks for specific clients from a client's Client Record on Canopy Mobile. You can also Create a Task from the Tasks List.โ€

Create a Task from the Client Record

1. Navigate to a Client Record and tap on the Global add button.

2. Tap Task.

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3. As needed, tap Apply Template to select a task template to use.

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  • Tap the Template you want to use.

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  • To switch the applied template, tap Change.

4. Add a Task name.

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Teams & Roles: Teams & Roles can now be assigned to clients, tasks, subtasks, and client requests in the app. To learn more, visit the Explore Teams & Roles section of the Knowledge Base.

Complete the optional information fields: Assignees, Tax year, Return type, Start date, Due date, Priority, Description, Budgeted time, and Repeat.

Note: As a tax practitioner, you may want to filter tasks by tax year or return type for quick access and easy reference. The best way to use this feature is to enter data in the Tax Year and Return Type fields when creating tasks.

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5. Tap Create task.

Create a Subtask From the Client Record

Once a task has been created, users can add subtasks to the parent task using the Canopy mobile app.

1. Navigate to a relevant Task and tap on the Subtasks tab.

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2. Tap Add subtask.

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3. Select Add subtask in the popup.

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4. Add a Task name.

Complete the optional information fields: Assignees, Start date, Due date, Priority, Description, and Budgeted time.

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5. Tap Add subtask.

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