What's in this Article
You can add a custom date type to each task created in Canopy. Assign any dates added to a custom Date Type to help you filter and organize your tasks on the task list.
Add a Custom Date Type to a Task
First, open a relevant Task in Canopy to add a new date with a custom date type to a task.
1. Select Add a date within the Task details section.
2. Click on the Date Type field to select a custom date type.
- Only Start Date, and custom Date Types that have previously been assigned to the task are available to select.
- You can add a new Custom Date Type by typing the name of the new date type, clicking the + icon or pressing Enter on your keyboard.
3. Click on the relevant Date Type to select that date type for the task date.
4. Select a fixed or relative date.
For more information on fixed or relative dates, refer to their specific help articles.
5. Click Create.
Add a Custom Date Type to a Subtask
1. Under the Work tab, select the dropdown arrow in line with the subtask to which you would like to add a date.
2. Click on the Add a tool option.
3. Select Date.
4. Click on the Date Type field to select a custom date type.
- Only Start Date, and custom Date Types that have previously been assigned to the task are available to select.
- You can add a new Custom Date Type by typing the name of the new date type and clicking the + icon or pressing Enter on your keyboard.
5. Click on the relevant Date Type to select that date type for the task date.
6. Select a fixed or relative date.
For more information on fixed or relative dates, refer to their specific help articles.