Custom dates can be added to each task created in Canopy. Any dates added can be assigned a custom Date Type to help you filter and organize your tasks on the task list. To add a new date with a custom date type to a task, first open a relevant Task in Canopy.

Roles/permissions:

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

1. Click Add a tool in the Tools box of the Task Workspace.

2. Select Date from the dropdown menu.

3. 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.
  

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

5. Select a fixed or relative date.

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

6. Click Create.