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Date Custom Field

Create a field with a date value in Productive.

Updated over a month ago

In addition to text, number, single-select, multi-select, and person custom fields, you can incorporate date custom fields into your workflow.

By adding a date custom field, you are essentially creating a calendar picker that allows you to specify dates for a variety of items, including Bookings, Budgets, Companies, Deals, and more.

1) Adding a Date Custom Field

1) Navigate to Settings > Custom fields:

Choose the desired item you want to apply the field to (Bookings, Budgets, Companies, etc.), and click on "Add new custom field".

2) Navigate to Settings > Employee fields:

If you are adding the field for your employees and contractors, open the Employee fields, and click on Add new field.
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2) Selecting the Date Field

2) From the menu, select the Date field.

3) Name and Configure the Field

First, give your custom field a name and provide a brief description.

Once you're done, click "Create field" (or "Update field" if you're editing an existing one).

For example, we created a custom field called "Expected Close Date" for Deals. We also made this field mandatory by toggling the "Set as required" option when adding a new deal and ensured it appears in both the "Add new deals" and "Edit deals" forms so it's never overlooked.

4) Using the Custom Field

Here is how the "Expected Close Date" custom field from the example above looks like when created and added to a deal in CRM > Deals.

When in the Table view, you can easily incorporate the custom field as one of your columns and input the information all at once.
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Pro tip: Custom fields can be used for data filtering and grouping, and they can also be integrated into reports!

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