What's in this Article
You can add a start date, due date, or custom date by utilizing a task's tools.
Add a Date to a Task
To get started, click Add a tool in the tool's box of a relevant task.
1. Choose Date from the dropdown menu.
2. Select a date type.
- If needed, input a Custom date type.
- Click the Plus icon.
- Select the inputted Custom date type.
3. Select a fixed or relative date.
For more information on fixed or relative dates, refer to their specific help articles.
4. Click Create.
Add a Date From the Task List
Dates can be added directly from the task list. To get started, navigate to the Task List.
1. Click on one of the in-line date options.
2. Select a fixed or relative date in the date selector window.
For more information on fixed or relative dates, refer to their specific help articles.
3. Click Add fixed date or Add relative date.
4. You can Edit a task date by clicking on a date in the date columns.
Add a Date From the Task Workspace
Dates can also be added directly from the task workspace. The task workspace is where all the details are listed for a specific task and its subtasks.
1. Navigate to the Tasks List or the Tasks tab of a client record and click on a task to bring up the task workspace.
2. Select Add a date within the Task details section.
3. In the Select date type dropdown, select the desired date type.
Learn more about custom date types in the Add a Custom Date Type to a Task article.
5. In the Select a date field, pick a date.
Learn more about adding Fixed and Relative dates in the Add a Fixed Date to Tasks and Add a Relative Date to Tasks articles.
6. Once a date is added, click Create.
The newly-created date populates under the Dates section.
Add a Date to a Subtask in the Task Workspace
1. Under the Work tab, select the dropdown arrow in line with a subtask.
2. Click on the Add a tool option.
3. Select Date.
4. In the Select date type dropdown, select the desired date type.
5. In the Select a date field, pick a date.
Learn more about adding Fixed and Relative dates in the Add a Fixed Date to Tasks and Add a Relative Date to Tasks articles.
6. Once a date is added, click Create.
The newly-created date populates under the Subtask.