Note: Only Super Admins/Admins/Team Leads can do this.
Want to mark the end of someone's probation period or upcoming performance review? We'll remind you!
To set a Key Date for a specific Team Member:
- Go to the team member's profile.
- Go to their Key Dates card.
To add a new Key Date type:
- If you need to create a new Key Date type, select 'New Type'
- Create a name for the date type and confirm by clicking on 'Add Date type'
- Select on 'Add Key Date'.
- Select the Key Date type and enter the date.
- Confirm by clicking 'Assign Key Date'.
It's a date.