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Create a Task

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Applicable Roles/Permissions/Licenses

  • Roles: Any
  • Permissions: Create, Edit, and Assign Work; Generic Tasks
  • Licenses: Workflow

With a streamlined process, you can assign a task to a contact and add any number of team members to each task. You can also associate a task with a specific engagement and provide a detailed explanation of what needs to be done in the description field.

Create a Task

1. Select the Global + button and click Create Task on the slide-in panel.

Alternatively, navigate to the Contacts List to create a bulk task for several clients at once.


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Canopy Tip: You can also create a task from the Tasks tab in the contact record or from the Tasks List.mceclip1.png

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2. Add a Task name in the provided field.

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3. Click Template to apply a template to the task.

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4. Use the Status dropdown to apply a status to the task.

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5. Using the Contact dropdown, select a contact to assign to the task.

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6. Assign the task to an engagement by using the Engagement dropdown.

This field will only appear if you have assigned a contact to the task.

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7. Using the Assignee(s) dropdown, assign team members to the task.

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You can also assign the assignees to all subtasks on the task by clicking the Assign to all subtasks box.

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8. Set a time budget in the Budget hours box.

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9. Set a Priority status for the task by clicking on the provided pill.

You can choose between low, medium, high, or no priority.

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10. Add a description for the task, as needed.

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11. Use the Repeat dropdown to set the task to repeat on the specified cadence.

  • Tasks can be set to repeat daily, weekly, monthly, yearly, or not at all.
  • In the Repeat every box, input a number to set the repeat cadence.

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Tip: You may notice that Quarterly is not a repeat option. You can set a quarterly cadence by selecting Monthly, and then specifying that you want the task to Repeat every 3 months. You can enter any number in the repeat box, allowing you to specify a semi-yearly repetition schedule as well.

12. If needed, switch Tax preparation fields on.

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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13. In the Date well, add a Start date or Due date as needed.

You can also add a Custom Date Type by clicking Add a date.

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14. As needed, set up a Reminder by clicking Add reminder in the reminder well.

  • In the When box, you can select the cadence for the reminder to be sent out. 
  • In the For box, you can select which Team Members will receive the reminder.
  • Click on the Delete trash can to delete a reminder.
  • Click on Add reminder to add additional reminders to the task.

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15. In the File well, click Add file to attach any relevant files to the task.

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16. Add automation to tasks and subtasks by clicking the Add automation button.

For more directions on creating automation, review this article!

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17. Add a Client request to the tasks by clicking the Add a client request button. 

If you need a refresher on client requests please refer to the Create a New Client Request‍ article.

Please Note: Clients who do not have access to the client portal will have Client Requests created as drafts. They cannot be sent to the client until they have been invited to the client portal.

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18. Click Add a subtask to add subtasks to the tasks.

Subtasks: Subtasks utilize much of the same information as we covered above. Refer to the above instructions if you get stuck.

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19. Verify that all of the information is correct and accurate and click Create and Manage to proceed to the task workspace.

You can also click Create and close to return to the page you created the task from.

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Manage a Task on the Task Workspace

1. Start a timer for the task by clicking the Timer icon (a watch).

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2. Set a task's priority by clicking the priority tag.

Select from High, Medium, Low, or No Priority.
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3. Change the Status of a task by clicking on the status dropdown.

Select a preset status, or add a custom status. 
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4.  Click the three stacked dots to Archive or Edit the task.

You can also see Edit and Archive options on the top right-hand side of the Task Workspace.

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5.  As needed, click Add a tool within the dropdown of a subtask in the Work tab.

  • Tools available are Note, Reminder, Date, New file, and Existing file.

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  • To add a tool to the main task, simply select the Files, Notes, Reminders, or Automation tabs in the Task Workspace.

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6. Add a File or a Note to a subtask by clicking the Add a tool button associated with the subtask.

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To add a File or Note to a task, simply click the Files and Notes tabs.

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7. Add subtasks or client requests to the task by clicking their respective buttons under the Work tab.

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8. If the task was created from an email, the Email tab will be visible. Click on the Email to open the email in a new overlay.

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9.  Send an internal comment to your team on the right-hand side of the Task Workspace.

You can also attach files and images/GIFs to the comment thread of the task.  Learn more about this in the Comment on a Task article.

Note: At this time, attaching a file to the comment thread will not make the file to be visible in the Files tab.  

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