What's in this Article
A relative date is a date that initializes once an event has been triggered by the criteria set in the option fields.
Add a Relative Date to Tasks
1. Click the Global + Icon and then choose Create Task.
Alternatively, you can navigate to the Tasks Dashboard and select a task to edit.
2. Click Select a date in the Due date field.
3. Choose Relative date.
4. Select a time interval.
Example: Days, Weeks, Months, Years.
5. Input a number in the text field.
6. Specify if this date is Before or After the event trigger.
7. Choose Date or Status Change Event for the event trigger type.
- Selecting Status Change Event will trigger the relative date based on when the task changes status.
- Status Change Event will only be available if you selected After in the previous step.
- Two more drop-down menus will load in relation to the selection you make.
8. After selecting Status Change Event:
- Select the Task or Subtask title which will have a change in status.
- Select the Status that should trigger this relative date.
9. After selecting Date:
- Select the Task or Subtask title that already has a date associated.
- You can also default to selecting the Parent Task.
- Click the Select Task Date drop-down to select a date already created within the task.
- You can also click Date Task is Created if you wish to measure a due date or start date from the time the task was initially created in Canopy.
10. Click Add Relative Date.
Add a Relative Date From the Task List
Dates can also be added directly from the task list.
1. Navigate to the Task List and click on one of the in-line date options.
3. Choose Relative date.
4. Select a time interval.
Example: Days, Weeks, Months, Years.
5. Enter a number in the text field.
6. Specify if this date is Before or After the event trigger.
7. Choose Date or Status Change Event for the event trigger type.
- Selecting Status Change Event will trigger the relative date based on when the task changes status.
- Status Change Event will only be available if you selected After in the previous step.
- Two more drop-down menus will load concerning the selection you make.
8. After selecting Status Change Event:
- Select the Task or Subtask title which will have a change in status.
- Select the Status that should trigger this relative date.
9. After selecting Date:
- Select the Task or Subtask title that already has a date associated.
- You can also default to selecting the Parent Task.
- Click the Select Task Date drop-down to select a date already created within the task.
- You can also click Date Task is Created if you wish to measure a due date or start date from the time the task was initially created in Canopy.
10. Click Update.
11. You can Edit a task date by clicking on a date in the date columns.
Add a Relative Date From the Task Workspace
1. 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.
4. In the Select a date field, click Relative date.
5. Select a time interval.
Example: Days, Weeks, Months, Years.
6. Input a number in the text field.
7. Specify if this date is Before or After the event trigger.
8. Choose Date or Status Change Event for the event trigger type.
- Selecting Status Change Event will trigger the relative date based on when the task changes status.
- Status Change Event will only be available if you selected After in the previous step.
- Two more drop-down menus will load in relation to the selection you make.
9. After selecting Status Change Event:
- Select the Task or Subtask title which will have a change in status.
- Select the Status that should trigger this relative date.
10. After selecting Date:
- Select the Task or Subtask title that already has a date associated.
- You can also default to selecting the Parent Task.
- Click the Select Task Date drop-down to select a date already created within the task.
- You can also click Date Task is Created if you wish to measure a due date or start date from the time the task was initially created in Canopy.
11. Click Add Relative Date.
12. Select Create to finish adding a date.
Add a Relative Date to a Subtask in the Task Workspace
1. Under the Work tab, select the dropdown arrow in line with the subtask with which you would like to add a relative date.
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, choose Relative date.
6. Select a time interval.
Example: Days, Weeks, Months, Years.
7. Input a number in the text field.
8. Specify if this date is Before or After the event trigger.
9. Choose Date or Status Change Event for the event trigger type.
- Selecting Status Change Event will trigger the relative date based on when the task changes status.
- Status Change Event will only be available if you selected After in the previous step.
- Two more drop-down menus will load in relation to the selection you make.
10. After selecting Status Change Event:
- Select the Task or Subtask title which will have a change in status.
- Select the Status that should trigger this relative date.
11. After selecting Date:
- Select the Task or Subtask title that already has a date associated.
- You can also default to selecting the Parent Task.
- Click the Select Task Date drop-down to select a date already created within the task.
- You can also click Date Task is Created if you wish to measure a due date or start date from the time the task was initially created in Canopy.