Add New Project Dates

Objective

To create a list of custom project dates for a company account in order to display key project dates on a project's Home page.

Background

With the company's Admin tool, you can create a standardized list of project dates in your company's account. Then, when configuring a project's Home page, you can assign a calendar date to each 'Project Date'. These dates will then display on the 'Project Dates' area of the Project Home page. This feature keeps your project team members informed of important events and project targets. 

Things to Consider

• Required User Permissions:
  • To create a list of project dates for your company account, 'Admin' level permissions to the company's Admin tool.​

Steps

1. Navigate to the company's Admin tool.
2. Under 'Project Settings', click Dates.
3. Click Create a Date.
4. Enter the date name.
   Optional: For users in the Project Overview beta, you can mark the checkbox to make the new date available on the Project Overview screen for your projects.
5. Click Create.

Notes:

• To change the order of list items, click and hold the grip (⁞⁞) icon and then drag-and-drop it into the desired position. 
• To rename a project date, click on the name and type over it. This changes the name on all projects where it's displayed. 
• To delete a project date name, click the delete icon. This removes the project date from all projects where it's displayed.
• To make a date available for use on your projects' Home pages, toggle the switch next to that date to the ON position.

Repeat the steps above for all the desired project dates.
When you're done creating project dates, you can continue with Add Project Dates to the Project Home Page.

See Also

• Add Project Dates to the Project Home Page