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Set a project date

Plus, some tips on setting a project date that works for you.

Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Updated Jul 12, 2023

Although not required, we recommend setting a project date around a specific event, such as a wedding or product deliverable deadline. Using a project date in all your projects improves automation in Dubsado:

Be aware that asking a client to book an appointment through a Dubsado scheduler won’t set a project date. The Dubsado scheduler creates an appointment, not a project date.

Manually create or change a project date

gif showing how to set a project date
  1. Go to Projects to select the client’s project.

  2. Click Set Date below the project title.

  3. If a date already exists, hover over the date and click X.

    arrow pointing to X icon
  4. Enter a date or date range.

  5. Uncheck All Day to add specific start and end times.

  6. Select Available or Busy. This directly affects your availability when using the scheduler.

    • Selecting Available will keep your availability open so other clients can still book appointments.

    • Selecting Busy will block your calendar to be unavailable so new appointments can’t be scheduled during the date range.

  7. Click Apply.

Automatically create a project date

Instead of going into each project to manually add a project date, create one automatically with a Dubsado form. That way, you can have your clients enter their own project date — either of an event or a deadline — and that date automatically populates in Dubsado when you use a smart field.

🚨 Using a form to create a project date automatically defaults availability to Busy. There isn’t a way to change this.

To create a project date automatically:

  1. Go to Templates >> Forms.

  2. Select any form.

  3. Click Date select. The element will appear in your form.

  4. In the form, click the newly added Date select element to open additional settings.

  5. Under Field mapping, choose Project Date from the dropdown.

    • To include start or end times, add two Date select elements: one for Project Start Date and one for Project End Date.

screenshot of adding a project date option to a form

Now whenever a client fills out your form and selects a date, that date will automatically populate as the project date.

Calendar appearance

When you click Calendar in Dubsado, projects with a lead status will be black and projects with a job status will be blue. All projects that have a project date will appear on your calendar.

For long-term or ongoing projects, the project will span the entire date range on your calendar. We recommend choosing a single date instead, such as the deliverable date or contract expiration date.

screenshot of calendar with blue and black colors for different project types
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