Practitioner App
Get work done by accessing Canopy on your mobile and via the practitioner app.
33 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 do I use Task Comments on the Mobile App?
- How Do I Manage Task Comments in the Global Task Inbox (Mobile App)?