Date columns allow you to track important deadlines, milestones, and scheduling information directly from your SalesBoards and JobBoards.
Because Hoops boards are fully customizable, you can add as many Date columns as your workflow requires, helping your team stay organized and keep important dates visible.
Add a Date Column
To add a Date column to a board:
Hover over any board header and click the + icon.
Select Date from the available column types.
A new Date column will be added to the board.
Click the column title to rename it if required.
For example, you might rename the column to:
In-Hand Date
Ship Date
Artwork Due Date
Production Date
Select a Date
Click any cell within a Date column to open the date picker.
From there, simply select the required date and Hoops will save it automatically against that record.
Dates can be updated at any time as schedules change.
Use Multiple Date Columns
Many teams track several important dates throughout their workflow.
For example, a print shop may use Date columns for:
Artwork Date
Screen Date
Print Date
Quality Control Date
Ship Date
In-Hand Date
A production team might instead track:
Deposit Received Date
Production Start Date
Installation Date
Completion Date
Because boards are completely flexible, you can create a date structure that matches your specific process.
Filter and Organize Work by Date
Date columns become even more powerful when combined with board filters and saved views.
For example, you may want to:
Find artwork due today
Review production scheduled for tomorrow
See orders that are approaching their in-hand date
Using Date columns alongside filters helps reduce board clutter and allows teams to focus on the records that require attention right now.