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Add a Custom Date Type to a Task
Updated over a week ago

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.

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2. Click on the Date Type field to select a custom date type.

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  • 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.

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3. Click on the relevant Date Type to select that date type for the task date.

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4. Select a fixed or relative date.

For more information on fixed or relative dates, refer to their specific help articles.

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5. Click Create.

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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.

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2. Click on the Add a tool option.

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3. Select Date.

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4. Click on the Date Type field to select a custom date type.

2023-07-17_10-23-02.png
  • 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.

2023-07-17_10-25-29 (1).gif

5. Click on the relevant Date Type to select that date type for the task date.

2023-07-17_10-27-47.png

6. Select a fixed or relative date.

For more information on fixed or relative dates, refer to their specific help articles.

2023-07-17_10-29-00.png

7. Click Create.

2023-07-17_10-30-13.png
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