Article Request

Are we missing something? Please submit an article request. We'll take a look and see if we can add it to our radar.

Please fill out the request form below and we will get to it as soon as possible.

  • Training Videos
  • Article Request
  • Home
  • Practice Management
  • Workflow and Advanced Reporting
  • Tasks

Update Your Saved Filter Views

Written by Avery Simmons

Updated at November 22nd, 2021

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Product Education Video Series
    Getting Started for Admins Getting Started for Staff Users Client Management Workflow & Automation Document Management
  • Practice Management
    Reporting Audit Log and Permissioning Time and Billing Document Management CRM & Client Portal Workflow and Advanced Reporting
  • Tax Resolution
    Collections Transcripts Notices
  • Guides for your Clients
    Files Set up Payments Mobile App To-do List
  • Integrations
    QuickBooks Online (QBO) IRS Transcripts Canopy Virtual Drive
  • Canopy Mobile App
  • Canopy First Steps
    Settings Managing Contacts Canopy Setup
  • FAQ
  • Canopy Updates
    Product Updates 2022 Product Updates 2021 Product Updates 2020 Product Updates 2019 Product Updates 2018
+ More
Table of contents

    Saved filter groups can be updated at any time by navigating to the saved filter group in Canopy. To begin updating your saved filter groups, navigate to the Task List in Canopy.

    1. Select a filter group from the Tasks Navigation Bar.

    2. Click on a column header to apply a filter. 

    3. Click Apply Filter.

    4. Repeat steps 2 and 3 as needed.

    5. Click Save filter.

    • The number of changes to be saved is displayed next to the Save filter text.
    • You can also click Clear changes on the right side of the top bar to revert to the previously saved filter setup.

    6. Select Update existing filter view.

    Was this article helpful?

    Yes
    No
    Give feedback about this article
    Related Articles
    • Edit Task Information on the Client Record
    • Pin a Task on the Task List
    • Update tasks from the tasks list
    • Use the Task List

    Sign up for updates

    855.616.7305

    Products

    Practice Management Tax Resolution Pricing

    Company

    About Careers Our Team Contact Us

    Resources

    Support Training Videos Blog Ebooks & Guides Case Studies

    More

    Desktop AssistantIntegrationsDevelopersOur Mobile AppsAffiliate Program
    canopy-logo-white
    Canopy Status Terms & Conditions Privacy Google Data Use Disclosure

    Definition by Author

    0
    0
    Expand