Practitioner App
Get work done by accessing Canopy on your mobile and via the practitioner app.
28 articles
How do I create a Task on Mobile?
Create a Task From the Client Record On Mobile
Edit a Task on Mobile
Send a Client Request on Mobile (iOS)
Manage a Task on Mobile (iOS)
Manage Client Requests on Mobile (iOS)
Manage the Mobile Tasks List
Use a Subtask Checklist on Mobile
How to use Task Comments on the Mobile App?