---
title: "Scheduled Tasks: Using the On Client Date Field"
url: https://help.usepixie.com/en/articles/5296702-scheduled-tasks-using-the-on-client-date-field
collection: "Scheduled Tasks"
updated: 2026-07-02
language: en
---

# Scheduled Tasks: Using the On Client Date Field

When setting up a task template for a scheduled task, you can use the **On client date field** to schedule the task at a time on or relative to a date particular to each client, rather than on a specific calendar date.

As an example, you may have clients with different VAT dates, and for each client you want the VAT task to start a certain number of days before that date.

First, you need to have the date field, which must have **Date** format, set up as a [custom client field](https://help.usepixie.com/en/articles/5208292-client-fields.md).

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100628_4152.png)

When setting up the task template, choose to start the date **On client date field**. Choose the relevant field, in this case VAT date. Then set the number of days before or after that date, or you can start the task on the date itself.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100628_2699.png)

Once the template is set up, you can [schedule tasks directly from the template](https://help.usepixie.com/en/articles/5208650-scheduled-tasks-creating-from-a-template.md), choosing the clients for whom the task will be created.

Or you can choose the clients first, [applying a client filter](https://help.usepixie.com/en/articles/5208677-filtering-the-client-list.md) if needed to help narrow the list to clients who need the task. Then you can [schedule the task for all of them at once](https://help.usepixie.com/en/articles/5208649-scheduled-tasks-creating-one-or-more-for-a-client.md).

Note that if the scheduled task will start after the current period, you may need to create a [one-time task for the interim period](https://help.usepixie.com/en/articles/5265849-scheduled-tasks-and-interim-tasks.md).

See also: