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Add a relative date to tasks

Written by Avery Simmons

Updated at October 22nd, 2021

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Table of contents

    There are two date types that can be created in Canopy: a relative date or a fixed date. A relative date is a date that will initialize once an event has been triggered by the criterion set in the option fields.

    Roles/permissions:

    • Roles: Any
    • Permissions: Create, Edit, and Assign Work; Generic Tasks

    1. Click the Global Add Icon on the global navigation bar.

    • A panel will slide in from the left.

    2. Choose Create task.

    • Alternatively, you can navigate to the Tasks Dashboard and select a task to edit.

    1629481744735-Snag_1f113b19.png

    3. Click Select a date in the Due date field.

    1629481854497-Snag_1f12e7fe.png

    4. Choose 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:

    1. Select the Taskor Subtask title that already has a date associated.
      • You can also default to selecting the Parent Task.
    2. Click the Select Task Datedrop-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.

    Add a Date from the Task List

    Dates can also 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 either a fixed or relative date using the date selector popout.

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

    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.

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