How to Add Key Dates

Last updated November 03, 2022
Written by Princess Luzadas

Key Dates are carried across from the Summary tab which makes it easier to view and keep track of the critical dates or deadlines on all of your tasks and deliverables. You can create your own key dates as well!

Adding 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 to by using the quick search or filters.
  3. Click on the Contract Number.
  4. Go to the Key Dates tab.
  5. Click the Add a key date button.
  6. Update the following fields:
    • Key date title - Enter a title for the key date (Required)
    • Date - Click the calendar icon to select a date for the key date. (Required)
  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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