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Can I add date as a custom field?
Can I add date as a custom field?
Lyssa Parisella avatar
Written by Lyssa Parisella
Updated over 7 months ago

As of May 2024, you can now add dates as a custom field to both People & Projects.

  1. Click on Custom Fields> Add New Custom Field.

  2. Choose Project or People and select the Data Input type > Date.

    1. Name the field and add a description.

    2. You can make it filterable and available on the Planner

    3. To add the details to the your people or projects:

    1. Click on the 3 dots next to the project.

    2. Click on Edit Details

4. Add the correct date and click on Save.

5. Look for this information on the planner and filter if you checked off those boxes. You can search for an exact date or range. Remember to use the Custom Fields Filter.

You can search for an exact date or a range:

6. For reports, it can be added using the Fields to your report. You can sort ascending or descending by clicking on the name of the field and you search for an exact date.

Please note that this functionality has not been added to the new CSV uploader yet!

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