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:

  1. Go to the team member's profile.
  2. Go to their Key Dates card.

To add a new Key Date type:

  1. If you need to create a new Key Date type, select 'New Type'
  2. Create a name for the date type and confirm by clicking on 'Add Date type'
  3.  Select on 'Add Key Date'.
  4. Select the Key Date type and enter the date.
  5. Confirm by clicking 'Assign Key Date'.

It's a date.

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