Update: Improved Task Dashboard Experience in the Practitioner App

Check out what’s new in the latest Canopy Mobile App 1.18.0 release.

2 min read

canopy app dashboard

What's new: 

We’ve made the task dashboard much easier to use. With our recent additions of task priority and assignee photos, you’ll also notice a more friendly and clean look. These updates will make it smoother for you to manage the following from the mobile app:

  • Parent Tasks
  • Sub Tasks
  • Task editing
  • Creating Tasks
  • Creating Requests
  • Appling Templates
  • Accessing Filters (built on web)

How it works:

From the bottom menu, select Dashboard.


Once in the dashboard, you can click into any task to see all of the details, comments, and files associated with that task. You can also change the status or priority.

 

You will also now be able to create a new task or request directly from the task dashboard.

View all of your tasks through any filter that you’ve built on the web application.

Why it matters:

Some tasks are completed on the go, or while you’re away from your computer but still in the office. Other times, viewing tasks is more about gathering information– who’s working on what, what stage in the process is a certain task, etc.

Viewing tasks on your mobile device gives you the flexibility to mark quick tasks as complete or simply collect status updates.

Where to find it:

Workflow Management module.

Get started:

Find more information here:

Managing tasks  

Editing a task