Dates
The Date field allows you to associate key dates and times with project records. This helps track important events related to tasks and workflows. The date field is tightly integrated with the Calendar View, Timeline View, and with the filters functionality
Adding Dates
Date Selector
Click on the Date field to open a calendar and time selector. Choose the exact date and time to set the date range or due date for your record.
You can also set precise start and end times by clicking on the clock icon:
Inside of a record you can then see the start and due dates, and this is also logged in the record activity.
Any records that have a due date will be shown in the project calendar view:
Use Cases
Potential uses for dates include:
Setting Project Start and End Dates
Dates allow establishing defined time periods for project work. Setting target start and end dates provides clarity on expected time investments, ensures alignment with other organizational initiatives, and aids in resource planning and allocation.
Defining Task and Milestone Deadlines
Attaching due dates to tasks and milestones enables tracking of timely completion. Setting deadlines creates accountability, allows prioritization, and helps monitor overall project progress.
Tracking Process Duration
By capturing start and end times associated with process steps, duration can be calculated to analyze cycle efficiency. Understanding activity time requirements aids optimization.
Analyzing Cycle Times and Bottlenecks
Comparing stage durations at scale identifies patterns, variances and bottlenecks. Date information fuels data-driven improvement of workflows and operations.
Scheduling Events, Meetings and Appointments
Dates aid appointment setting and calendar integration. Shared visibility of scheduled events and meetings coordinates availability and facilitates attendance.
Establishing Timelines and Roadmaps
Milestone dates underpin project plans, timelines and roadmaps. Assigning target dates to key stages plots execution trajectories and conveys objectives.
Linked Functionality
Date filters to search for records before/after specified dates
Sync date entries to external calendars
Create calendar views of dated tasks
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