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.
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.
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.