How to Add Key Dates

Last updated September 01, 2023
Written by Princess Luzadas

Key Dates are seamlessly transferred from the Summary tab, simplifying the process of monitoring and staying updated on crucial dates and deadlines related to your tasks and deliverables. Furthermore, you also have the option to generate your key dates.

Watch the video below to learn how to incorporate key dates.

To add a key date:

  1. Navigate to Contracts from the main menu.
  2. Locate the contract you want to add a key date by using the quick search or filters.
  3. Click on the Contract Number. You will be directed to the Summary tab of the contract.

  4. Go to the Key Dates tab.
  5. Click the Add a key date button.

  6. Update the following fields:
    • (Required) Key date title - Enter a title for the key date.
    • (Required) Date - Click the calendar icon to select a date for the key date.
  7. Click Save. If you want to add another key date, click Save and add another button and repeat step 6.

  8. To delete a key date, click the trash bin icon.

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