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Including Time in Date Custom Fields

Table 7. Availability - Legacy plans


Overview

Important

This is an experimental feature, and as a result, it may have bugs, is subject to change, and may be discontinued at any time. Please feel free to use the feedback links in Wrike Labs to share your thoughts on this beta feature.

The date-time custom field is a separate type of custom field that allows you to add time data within the custom field. Use these fields to:

  • Let assignees know by which exact time they need to finish a task.

  • Get notifications when a task is overdue. For this, use a date-time custom field to create an automated alert via Wrike’s Automation Engine.

As with other types of custom fields, you can create date-time fields on account level and Space level.

Note

Date-time custom fields are only visible and editable in Task view and Table view

Enable the feature from Labs

Account owners and admins can enable this feature for the entire account.

  1. Go to Wrike Labs

  2. Scroll to the Date-Time Custom Fields card

  3. Click Enable

Create a date-time custom field

On accounts created before August 24, 2021, regular users, account admins, and owners can create new account-level custom fields in folders, projects, and Spaces unless their access role restricts it. On all new accounts created from August 24, 2021, only account admins and owners can create new account-level custom fields in folders, projects, and Spaces unless their access role restricts it.

On all accounts, by default, Space admins and Space members can create Space-level custom fields, but this right can be restricted for Space members.

  1. Navigate to a folder, project, or Space

  2. Switch to Table view

  3. Click the + sign on the right side of the table

  4. Enter a title for your new field and click Create new field

    Notice

    If other account users have previously created custom fields with a similar name and shared them with you, you’ll see these fields along with their creator’s name above the Create a new field option. Click an existing field to add it to the current folder, project, or Space.

  5. Specify field properties in the pop-up window:

    • Edit the field name, if necessary.

    • Choose the Date field type.

    • Click Include time.

    • Set the time zone: Select one specific time zone if everyone who uses the field is in the same time zone. Or set it to Local for each user — in this case, the time zone will be taken from the user’s browser settings.

    • Select where the field belongs. If you have permission to create Space-level custom fields, the field belongs to the current Space by default. To change that, click the Space title and select Convert to account field.

    • Select where to apply your custom field: tasks, projects, folders; projects and folders; or projects only.

    • Designate the users you want to share the custom field with (this setting is not available for Space-level custom fields).

  6. Click Create.

Tip

You can also create new custom fields from the custom field management panel.

Additionally, you can include time into the existing date-type custom fields in your account by editing their properties and checking the Include time box.

Using date-time custom fields

All account users can view account-level custom fields that are shared with everyone. All Space members can view Space-level custom fields. All users except for collaborators can fill in custom fields that they have access to.

View and fill in the field

You can view and fill in date-time custom fields in Task view and Table view. To fill in the field in Task view, locate the field and click on it. 1 Select the date, then click the time and select the necessary value.

Custom_Fields_-_Date_Time_in_Task_View.png

To fill in the field in Table view, you might need to add the date-time field column to the view using the gear icon 2 in the upper-left corner of the table. Then, locate the cell next to the relevant task under the field column and double-click it. 3 Select the necessary values and press Enter or click anywhere outside the field.

Custom_Fields-Date_Time_in_Table_view.png

Once you have set the value in the field, anyone who has access to it can see the value. If your date-time custom field uses a specific time zone, users who are outside that time zone can hover over the field to see the date and time automatically converted to their local time in the tooltip.

Create an automation rule using a date-time custom field

Account admins and owners can create new automation rules. On Enterprise accounts, this right can be revoked from admins.

  1. Click your profile image in the upper-right corner of the workspace.

  2. Select Settings.

  3. Click Automation in the left panel under the Account Management section.

  4. If this is the first automation rule in the account, click the Create rule button that appears. Otherwise, click + New rule at the top of the rule list.

  5. In the rule constructor that opens:

    1. Apply to: Select if the rule applies to tasks or projects, and select their location.

    2. Add trigger: Select the date in the field that meets a condition.

    3. Under the Field dropdown, select Custom field (date).

    4. Then, select the relevant date-time field below.

    5. Choose the condition: Has passed or Will be within the next.

    6. If you chose the Will be within the next option, select the necessary amount of time, e.g., 1d 4h 30m.

  6. In Add action: Select and set up one or more of the available actions. You can add up to 10 actions to the rule.

  7. If necessary, edit the title of the rule at the top left of the view. By default, the title is filled in automatically and consists of the names of its trigger and action.

  8. Click Create in the upper-right corner of the view.

Note

The relevant date-time custom field should be added to the location you specified in the Apply to section of the rule constructor. Otherwise, you won't be able to select it for the trigger.

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