You can sort or filter any column - your selections will be saved even after you leave the app and come back.
Related Content: Customize your task list by creating new filter views. Follow the article on Create New Filter Views on the Task List.
Filter the Task List
1. Click the Work tab on the Global Navigation bar.
2. Choose Tasks List from the slide-in menu.
3. Click the column header of the column you want to filter.
4. Select your preferred filter.
If you want to filter by more than two conditions, go ahead and select + Add condition as many times as needed.
5. Click Apply to set the filter on the column.
The task dashboard will update according to the preferences you’ve set. Your selections will persist even if you log out of Canopy and return later.
6. Click and drag columns to arrange them differently on the task list.
Change Visible Columns on the Task List
Columns can be shown or hidden on the task list according to a user's preference. Visible columns can be selected in the Customize Task List modal. The current list of available columns is:
Assignee(s)
Client
Client Owner
Created by
Description
Engagement
Parent task
Priority
Recurring
Reminders
Resolution Case
Return type
Role(s) (learn more about Teams & Roles here.)
Task type
Tax year
Time (shows time saved on the parent task)
Total Time (shows time from subtasks and the parent task combined)
Created date
Due date
Start date
Custom date
1. Navigate to the Task List and click on the Options menu in the top-right corner.
2. Select Customize task list on the pop-out menu.
3. Ensure that the Customize columns tab is selected.
4. Select which Task List you wish to customize filters on.
5. Select which Task attributes to show on the task list.
Checked items will be visible and unchecked items will be hidden.
6. Select whether to show the Start date or Due date columns.
7. Input a search into the text box to add custom date type columns to the task list.
Select the date types to add to the Date Columns box.
Click Done to add the selected date types.
8. Click Save and close to apply your changes.
Before saving, you can make changes to other filter views by repeating steps 4 through 8. Be sure to click Save and close when finished or your changes will not be applied to your filter views.
