Shared guide

How to use the Date column

Step-by-step guide covering: Click the BoardLeads section; Click the Add column button; Click the Date option; Click the Edit Date option.

viktoriaviktoria
·7 steps·1 view·Published
Guide Video
0:00 / 0:00
AI-narrated · Nova voice · Chinese
Step-by-step Guide7 steps

  1. Click the BoardLeads section

    Clicking on the BoardLeads section will allow you to manage and view your leads. This section provides access to your lead management features, facilitating tracking and updates.

    Click the BoardLeads section
    Loading screenshot…
    100%

  2. Click the Add column button

    Clicking this button allows you to add a new column to your Leads workspace, enabling you to customize your task management view.

    Click the Add column button
    Loading screenshot…
    100%

  3. Click the Date option

    Selecting the Date option allows you to configure date-related fields for your leads, enhancing task scheduling and tracking.

    Click the Date option
    Loading screenshot…
    100%

  4. Click the Edit Date option

    This action allows you to modify the date associated with a task in the Leads main table. After clicking, a date picker or input field will appear for you to select or enter a new date.

    Click the Edit Date option
    Loading screenshot…
    100%

  5. Type the Start Date

    Enter the start date for your task in the designated field to ensure proper scheduling within the Leads section of your workspace.

    Type the Start Date
    Loading screenshot…
    100%

  6. Click here to add a new task

    This will open the task creation interface, allowing you to enter the details of a new task in the Leads section.

    Click here to add a new task
    Loading screenshot…
    100%

  7. Click the date field for task completion

    This action opens the calendar, allowing you to select a date for the task's completion. Choose a date to set it for your task.

    Click the date field for task completion
    Loading screenshot…
    100%