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How to set a date field to Today's date

Written by Taylor Peine
Updated over 2 weeks ago

This solution can help if your project has a date field that must be filled out with the current date whenever its Job or Task is created.

Limitations: Can only be used with Data Mapping, so it's only a solution for new Jobs/Tasks created via automation.

  • To set this up, you must already have an automation action that creates the Job or Task that holds the target field.

  • Then under the Field Mapping section of the action, find your Date Field and set it to Preset Values.

  • Then choose Offset Date, and apply the Offset to Event Trigger Date.

  • Then choose either Add or Less for Offset Action, it doesn't matter which, and 0 days.

    • An example of this setup is shown below

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