Adding Key Dates to Objects in WorkSpan

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Alerts are triggered for all key dates and date ranges entered in your Programs App, Campaigns App, Solutions App, Sales App and other Apps including opportunities, activities, and assets.

A key date will provide a single alert whereas date ranges will trigger two alerts, one for the start date and one for the end date of the date range. 

As an owner or a collaborator on an object, you can enter and update key dates for objects. Participants can only view dates.

Steps:

  1. Open the object to which you want to add/update key dates.
  2. Go to the Key Dates section and click the pencil icon to add/edit dates. Add Key Dates screen opens.
    keydates.gif

  3. If you want to add a single date, click Add in the Single Date section.
    1. Select or enter a Date Descriptor.
    2. Select a Date.
  4. If you want to add a Date Range, click Add in that section.
    1. Select or enter a Date Descriptor.
    2. Select a Start Date.
    3. Select an End Date.
  5. Click Save.
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