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Apply a Task Template

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  • ~ minute read

Once you have saved a task template, you can utilize the template from the Create a Task window. To get started, click on the global add icon on the global navigation bar.

What's in this Article

  • Apply a Task Template

Applicable Roles/Permissions/Licenses

  • Roles: Any
  • Permissions: Staff; Task Templates
  • Licenses: Workflow

 

1. Choose Task from the slide-in menu.

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2. Click Template in the Create Task modal.

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3. If needed, search for the task template you wish to use in the Task Template field.

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4. Select the necessary template.

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5. Click Apply to use the selected task template.

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6. Complete the following fields:

  • Contact
  • Engagement
  • Assignee(s)
  • Budget hours
  • Priority
  • Description
  • Repeat
  • Tax Prep Fields
  • Date

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  • Tasks can be set to repeat every:
    • Day 
    • Week
    • Month
    • Year

7. Click Create and manage to navigate to the Task Workspace.

  • Click Create and close to save the task and move on to other work in Canopy.
  • For more information on the Task Workspace, refer to the Managing Tasks in Canopy article.

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