A key date is a date set to display in the summary of a job, such as a filing or payment deadline.
Adding key dates to a job
To add a key date to a job, first open the job template by going to Settings > Jobs, and open a job.
Click on the Dates tab.
The dates section includes:
1. A pivotal date description
2. A pivotal date format
3. Key dates
4. A date for reports in Senta
1. Pivotal date description (optional)
The pivotal date for any job is either set at the service level, or is set manually if you kick off an ad hoc job for a client. This field is a space where you can enter a description as a reminder for what the pivotal date is, in the service. This date will display in the job summary when you kick off the job for a client.
2. Pivotal date format (optional)
By setting a date format in this field, you can override the default format for the pivotal date in any job list e.g. if you format the date to be MMM YYYY, it will be forced to display as "Apr 2019" rather than "10 April 2019".
3. Key dates
When adding a key date you can set the description and a field reference. Setting a field reference is optional, but it allows you to use this date elsewhere in the job, such as to offset task start and due dates, or as a placeholder in an email tasks.
Key dates are set relative to the pivotal date of the job, using a date offset. In the example below, the filing date has been offset to be 1 week after the pivotal date of the job, which in this case is the end of the payroll period. If you leave the offset field blank, the key date will be set to the same day as the pivotal date.
You can choose whether this date will display as a column on job lists, and you can set a title for this column name. You can use the same column name for key dates in different jobs, so that e.g. all job filing dates will display in the same column on a job list (see below).
You can set this key date to show as a deadline in the client portal.
You can also add filters for this key date, so that it only displays when certain parameters apply to a client.
4. Date for reports in Senta
This dictates which month a job displays in, on Work > Jobs summary. For example, the pivotal date of a job might be in March, but the filing deadline is in April. You might want the job to count as a job for April rather than March, so you could set the date for reports to be the filing date, rather than the pivotal date.
Previewing key dates when creating a job template
Once you have added key dates to a job template, you can preview how these key dates will display in the summary within a job, by clicking on the Preview tab. This will display the key dates if today were the pivotal date.
Viewing key dates in existing jobs
To view the key dates in the job summary in any job that is currently running for a client, open any job.
At the top of the page under the "Summary" section you will see the job status, pivotal date, any key dates, the job start date, and the job end date.