Create a Task
Written by Avery Simmons
Updated at July 21st, 2022
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 button which is depicted as a blue plus sign on the navigation bar.
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. Add a Task name in the provided field.
3. Click Template to apply a template to the task.
4. Use the Status dropdown to apply a status to the task.
5. Using the Contact dropdown, select a contact to assign to the task.
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.
7. Using the Assignee(s) dropdown, assign team members to the task.
8. Set a time budget in the Budget hours box.
9. Set a Priority status for the task by clicking on the provided pill.
- You can choose between low, medium, high, or no status.
10. Add a description for the task, as needed.
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.
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.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.
13. 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.
14. In the File well, click Add file to attach any relevant files to the task.
15. 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
Client's 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.
16. 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.
17. 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.
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.
4. As needed, click Add a tool to add a tool to the task.
5. Add a File or a Note to the task by clicking the Add icon (+) in their associated box.
6. Add subtasks or client requests to the task by clicking their respective buttons in the Subtasks box.
7. If the task was created from an email, the Emails box will be visible. Click on the Email to open the email in a new overlay.
