What is a Key Date?

A key date is a date that is important to the functionality of your work type. This could be the incident date of an accident, the date a service desk ticket was responded to, the completion data on a property sale. A key date is itself a work type, this is because key dates have a phase model. They can be in progress or done. Key dates can be created or updated either through the user interface or via execution engine workflow.

Where Do I See Key Dates in the System?

Key dates are can be added onto your work type view using a variety of widgets or aspects. The portals can be configured to show only important dates whilst the key facts blade can show a list of all dates. The key dates portal widget offers a refined view of the key dates on a work type.

For a full view of key dates, the Key Dates aspect can be added to a work type blade.

Key dates can also be added shown on a work type calendar widget.

Change the Date Format of Key Dates

The way the date is formatted depends on your browser settings. The standard UK date format is dd/mm/yyyy, while the USA standard is mm/dd/yyyy. As different browsers may have these settings in various locations, use an internet search engine to discover how to check and adjust your browser's settings.

In Chrome, navigate to settings, then on the Language tab, move the relevant language to the top of the list. With the settings shown in this image, Key Dates in ShareDo on this browser will be displayed in the UK standard: dd/mm/yyyy.What Is the Difference Between Captured and Tracked Dates?

ShareDo comes out of the box with several preconfigured key dates. You can choose to delete these. Within that key dates structure are two structural dates Captured and Tracked. This can be used to separate out dates that are immediately set to done - the date is just captured - to dates that are in the future and are being tracked.

What is a Key Date Category?

A key date category is a way of grouping together key dates that are conceptually similar. In a house sale, you might have various search dates that have an expiry, so you could group these dates together. 

Can I See My Key Dates in Outlook?

ShareDo can be configured to sync to on-premise or Office 365 Outlook calendars. For more details, see the calendar sync feature.