Once you have saved a task template, you can utilize the template from the Create a Task window.
Apply a Task Template
1. Click on the + icon on the global navigation bar and select Create Task.
2. Click Template in the Create Task modal.
3. Search for the task template you want to use in the Task Template field.
4. Select the necessary template.
5. Click Apply to use the selected task template.
6. Complete the following fields:
Client
Resolution Case
Assignee(s)
Budget hours
Priority
Description
Date
Recurring
Tax Prep Fields
Budgeted Hours Permissions: In the "Access and Permissions" section of your Settings tab, you can disable the option for team members to create or modify task budgets. This ensures that once an Admin sets budgeted hours on a task or in a task template, team members will not be able to alter those hours.
Tasks can be set to repeat upon completion or on a due date scheduled based on 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.