With this 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.
You can create a task anywhere in Canopy. To get started, click the Global add icon.
Roles/permissions:
- Roles: Any
- Permissions: Create, Edit, and Assign Work; Generic Tasks
1. Click Create Task on the slide-in panel.
- Alternatively, navigate to the Contacts List to create a bulk task for several clients at once.
2. Enter some basic information in the Create Task window.
- Fields that must be filled out include:
- Task name
- Contact
- Assignee(s)
- Description.
3. Select an option from the Repeat drop-down menu.
- If selecting any option other than No Repeat, you will be prompted to enter the number of repeats for this task.
- You can choose to have the task repeat on a Daily, Weekly, Monthly, or Yearly cadence.
- After selecting an option, more information fields will be available to better specify the cadence you need.
4. Click Select a date in the Start date field to schedule a start date for the task.
- You can add either a fixed or relative date. For more information on fixed and relative dates, please refer to their specific articles.
5. Click Select a date in the due date field.
- You can add either a fixed or relative date. For more information on fixed and relative dates, please refer to their specific articles.
6. 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.
Managing a Task on the Task Workspace
1. Start a timer for the task by clicking the Timer icon (a watch).
2. Set a task's priority by clicking the priority tag.
- Select from High, Medium, Low, or No Priority.
3. Change the Status of a task by clicking on the status dropdown.
- Select a preset status, or add a custom status.