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 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 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.
2. Choose Relative date.
3. Select a time interval.
Example: Days, Weeks, Months, Years.
4. Enter a number in the text field.
5. Specify if this date is Before or After the event trigger.
6. 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.
7. 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.
8. 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.
9. Click Update.
10. 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 concerning 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 concerning 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.