This is a step by step guide on how to create and configure custom date user field that will be used to determine days preceding completion status in State user field. In State user field this will need to be selected ‘Check the date based on’ menu, to calculate how many days are left before completion date and assigning it a colour signal.
Step 1 : Go to Publication Space -> Settings -> Numbering → Click 'Add Custom Field' button. Click 'Select type' drop down and choose 'Date'
Note: Before creating it, it is worth checking if this user field already exists in the project by clicking on the Show Excluded and Show Retired buttons. If it exists you can restore or enable it.
Step 2: Give it a code and description. Examples are: 'Due date' 'Forecast close date' 'Completion date' 'Approval date' 'Submission date' etc. This is the user field will shows the date document will be marked as completed; the date that will be filled in when uploading the document; the date that will be used to in State user field to determine how many days are preceding the date of completion.
Step 3. Select this user field in State user field where it says 'Check the date based on'
