Create a Task Template

Click Templates in the primary navigation.
Click Task in the Templates menu.
- You’ll see: your templates, Canopy pre-made templates, and a workflow preview on the right.
Create a template:
- Create new: click Create New.
- Duplicate existing: select a template → click Duplicate → name it → set privacy → Copy.
In the parent (main) task pane, add details:
- Task name, Roles/Assignees, Budgeted hours, Return type, Description.
- Dates: add Fixed or Relative dates (you can create Custom date types).
- Tools: File or Reminder.
- Recurring: toggle on if this template should create repeating tasks.

Enhanced Scheduling (Beta)

We’ve released new, more flexible recurrence settings in beta.

To enable: Go to Settings > Experimental Features and toggle on Recurring Task Schedule Beta.
Once enabled, you’ll see additional options for monthly, quarterly, and annual recurrences, with more granular due-date and creation rules.

👉 For a step-by-step guide to turning on the beta and using the enhanced recurrence options, view this article!

Add Automation

Automations change status, notify teammates, send client emails, and more.

Click Add an automation.
Choose a condition (e.g., When task reaches a date… / When status changes…).
Choose an action (e.g., Set task status… / Send client email).
Complete required fields → Add automation.

Automations saved in the template apply to every task created from it.

Add Subtasks

Break larger work into smaller steps.

Click Add ▸ Add subtask beneath the parent task.
Fill in subtask fields (name, roles/assignees, dates, checklist, files, reminders, automations).
Example staging: Upload Transactions, Reconcile Bank Accounts, Flux Analysis & Statements, Balance Sheet Tie-Out, Deliver Financial Packet.

Add Client Requests

Collect documents/info from clients via the Client Portal.

Click Add ▸ Add client request.
Add Request name, client-facing description, client due date, client reminder, files, and any automations.
(Optional) Apply Template to prefill from a saved client request template.

Reorder Workflow Items

Drag and drop subtasks and client requests in the workflow preview to adjust sequence (e.g., move a client request earlier to collect transactions before upload).

Save & Share the Template

Click Save (or Save draft to finish later).
Set Template privacy: On (shared with team) or Off (private).

Duplicate and Edit Preset Templates

Start from Canopy pre-made templates:

Click the Duplicate icon on a pre-made template.
Name the copy → choose whether to share with team → Copy.
Click ⋮ ▸ Edit on your copy to modify order, content, dates, reminders, files, and automations.

Originals can’t be edited—duplicate first, then customize.

Apply a Task Template

Click the Global + → Create Task.
Click Template, select your template, then Apply.
The task inherits the name, subtasks/client requests, and date/automation rules you defined—review and create.