Overview
Using key dates within a workspace can be helpful to ensure your team is on the same page when it comes to onboarding a client. It also unlocks some extra features within Dock to enhance your experience, such as the following:
Automation of project plans! You can set relative start/due dates for checklists (those to-do items) that refer to the overall key dates set on the workspace level.
The Implementation Status report. Understand how many implementations are on or off track, as well as how engaged these clients are.
Updating Key Dates
You can set key dates manually or bi-directionally integrate them with your CRM.
Step 1: Navigate to the desired workspace.
Step 2: On the internal tab, click into Details on the side-bar.
Step 3: You'll see Key dates under the Workspace details
These will auto-save once added!
Syncing Key Dates to your CRM
If you'd like to sync any of these date fields with your CRM, have an admin navigate to your custom field settings in the admin panel:
