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. Note that custom date types are visible only within task details and not on the task index, client dashboard, or task list views unless specific automation steps are taken.
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.
2. Click on the Date Type field to select a custom date type.
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.
3. Click on the relevant Date Type to select that date type for the task date.
4. Select a fixed or relative date.
5. Click Create.
Note: After creating the date, ensure you click the "Date" option underneath to apply the configuration. Missing this step may prevent the date from appearing on the Task List.
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.
2. Click on the Add a tool option.
3. Select Date.
4. Click on the Date Type field to select a custom date type.
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.
5. Click on the relevant Date Type to select that date type for the task date.
6. Select a fixed or relative date.
Click Create. Note: After creating the date, ensure you click the "Date" option underneath to apply the configuration. Missing this step may prevent the date from appearing on the Task List.
Visibility of Custom Date Fields
Built-in Date Fields: Fields like "Due Date" and "Start Date" are displayed on the task index and client dashboard.
Custom Date Fields: Custom fields, such as "Extended Due Date," are visible only within the task details and will not appear on the dashboard or task list views unless automation is configured to hard-record the custom date.
Troubleshooting Custom Date Fields
If your custom date field does not appear on the Task List, consider the following:
Automation Setup: Verify that the automation is correctly configured to record the custom date.
Date Application: Ensure that you have clicked the "Date" option after adding the field. This is a common step that users often miss.
Additional Tips
Use built-in date fields for critical deadlines that need to be visible on dashboards.