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Create a Task from the Tasks List

1. Log in to the mobile app and select the Tasks tab.

The Tasks tab opens by default when you log in.

2. Tap the Global Add Button.

3. Tap Task to open the Create Task card.

4. Enter a Task Name.

5. Tap Apply template to apply a template.

Best Practice: You cannot create a task template in the mobile app. Before you apply a task template in the app, make sure you have already created it on the desktop version of Canopy!

6. Assign a Client to the task.

7. Change the Assignee as needed.

The task creator will be included in the Assignee field by default.

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.

8. Select the box to assign the assignee(s) to all subtasks.

9. Enter the Budget hours for the task.

10. Select a Priority level.

11. Add a description to the task.

12. Add a Start date.

13. Add a Due date to the task.

Remember: Relative dates can only be edited on the web.

14. Tap the Recurring toggle on to repeat the task.

Under the Completion option, you can set a cadence for the recurring task. Daily, Weekly, Monthly, and Yearly are the provided options.

Under the Due date schedule option, set a cadence for the recurring task and set a creation date for future tasks. You must enter a fixed due date when creating the task for recurrences to populate.

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. You can find these fields under the Tax prep fields toggle.

15. Tap Create and manage to create and assign the task to your client.

You can also choose Create and save to come back later.

Practitioners can create tasks for specific clients from a client's Client Record on Canopy Mobile.

Create a Task from the Client Record

1. Navigate to a Client Record and tap on the Tasks tab.

2. Tap + Task or request.

3. Select Create task.

You can also apply a task template for quicker task creation.

Tap the Template you want to use.

To switch the applied template, tap Change.

4. Add a Task name.

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. Turn on this feature by toggling on the Tax prep fields section.