Use custom date fields in a calendar report

Last update: February 28, 2025

Topics:
Reports and Dashboards

CREATED FOR:

User

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

A calendar report is a dynamic report that provides a visual representation of your work. You can use custom date fields in a calendar report for the following objects:

Tasks
Issues
Projects

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

Adobe Workfront plan	Any
Adobe Workfront license	New: Standard or Current: Plan
Access level configurations	Edit access to Reports, Dashboards, and Calendars
Object permissions	Manage access to the calendar report

For more detail about the information in this table, see Access requirements in Workfront documentation.

Prerequisites

You must have custom date fields and a value within the field available in your Workfront instance. If you don’t have a custom form set up with custom dates, follow the instructions in Create a custom form.
Attach the custom form to a project, task, or issue you plan to add to the calendar, and specify a date. For more information, see Add a custom form to an object.

Set up the group of items in Production

You can choose how you want the group of items to display on your calendar.

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Calendars.
Select the calendar you want to add a new group of items to.
Or
Click + New Calendar and enter the calendar name.

NOTE
You must have Edit access to Reports, Dashboards, and Calendars in your access level to create a calendar report.
On the left, click Add to Calendar, then click Add advanced items.

Specify the following:

Name this group of items	Type a name for the group of items.
Color	Select a color for the group of items. All items display in the selected color on the calendar report.
Date Field	Choose Custom dates.
On the calendar, show	Choose how you want the dates to show: Single Date: The calendar displays the object on a single date. Duration (Start to End): The calendar displays the object over a span of days. Note: If you choose Duration, the end date specified must be after the start date or the item won't show on the calendar.
Custom Dates	Enter the custom date name attached to the object you want to track. NOTE: The search for the custom date name is limited to 50 results to avoid performance issues.

Continue to the following section.

Add objects to the group of items in Production

After you set up how you want items to display, you need to add the objects you want to see on the calendar to the grouping.

In the What would you like to add to the calendar? section, select
- Tasks
- Projects
- Issues
Click Add Tasks, Add Projects, or Add Issues, depending on the object type you are adding to the calendar.
In the drop-down menu, begin typing the field name, then select the field source of the object you want to display on the calendar (for example, Late Tasks).
Set a condition statement for the calendar grouping.

To learn about setting conditions, see Filter and condition modifiers.
(Optional) Specify additional objects for the calendar grouping by repeating Steps 1-4.
In the Set the Tasks/Projects/Issues labels to be the… field, select how the objects in this calendar grouping are labeled in the calendar.

NOTE
If the default label options are not available for a certain object, the object name is shown instead. For example, when the Parent Task label is selected and there is no parent task associated with the object, Adobe Workfront displays the object name you are viewing in the calendar.
Click Save.

Set up the group of items in Preview

You can choose how you want the group of items to display on your calendar.

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Calendars.
Select the calendar you want to add a new group of items, click the More menu, then Edit.
Or
Click + New Calendar, enter the project name, then click Add advanced items.

NOTE
You must have Edit access to Reports, Dashboards, and Calendars in your access level to create a calendar report.

Specify the following:

Name this group of items	Type a name for the group of items.
Color	Select a color for the group of items. All items display in the selected color on the calendar report.
Date Field	Choose Custom dates.
On the calendar, show	Choose how you want the dates to show: Single Date: The calendar displays the object on a single date. Duration (Start to End): The calendar displays the object over a span of days. Note: If you choose Duration, the end date specified must be after the start date or the item won't show on the calendar.
Custom Dates	Enter the custom date name attached to the object you want to track. NOTE: The search for the custom date name is limited to 50 results to avoid performance issues.

Continue to the following section.

Add objects to the group of items in Preview

After you set up how you want items to display, you need to add the objects you want to see on the calendar to the grouping.

In the What would you like to add to the calendar? section, select
- Tasks
- Projects
- Issues
Click Add Tasks, Add Projects, Add Issues, or Time Off depending on the object type you are adding to the calendar.
In the drop-down menu, begin typing the field name, then select the field source of the object you want to display on the calendar (for example, Late Tasks).
Set a condition statement for the calendar grouping.

To learn about setting conditions, see Filter and condition modifiers.
(Optional) Specify additional objects for the calendar grouping by repeating Steps 1-4.
In the Set the Tasks/Projects/Issues labels to be the… field, select how the objects in this calendar grouping are labeled in the calendar.

NOTE
If the default label options are not available for a certain object, the object name is shown instead. For example, when the Parent Task label is selected and there is no parent task associated with the object, Adobe Workfront displays the object name you are viewing in the calendar.
Click Save.