What's in this Article

• Update Tasks From the Tasks List

You can update tasks from the task list without opening the task. To get started, click Tasks on the global navigation bar. Choose Tasks list from the slide-in menu.

Update Tasks From the Tasks List

1. Click the status of a task.

• • A dropdown will appear with a list of statuses to choose from.
  • There is also an option to type a status name in the search bar.

• • If needed, create your own status by clicking the Add custom status option.
    • Input a custom Status Name in the pop-out field.
    • Drag the color slider to select a custom color.
    • Click Done.
      

Warning: To create and delete custom statuses, you must have the Create and Delete Custom Statuses permission enabled.

2. Click the date of a task.

A calendar will appear to change the date.

3. Select the assignee of a task.

A window populates so you can add or remove users and roles. Roles in Workflow are only available on the Pro Tier of Canopy. Learn more about Teams & Roles here!
 

4. Choose the description of a task.

• A text box will appear to add a description.
• If the description column is not visible, refer to the Filter the Task List article.