You can create a key date in ShareDo Modeller.
Steps to Create a Key Date
- Browse to Modeller > Work type modeller > Task > Key date.
- Select the key date type from which your new key date will be derived, and click the burger menu of that key date, then click Create derived type.
- Enter Unique system name, Name, optionally enter any further information in the available fields, choose what should be copied to your derived type, and Save.
- This will take you to the modeller page for your new key date, where warning and critical issues need to be resolved before you can use it. If you choose to inherit items from the parent type, you will likely not have critical issues.
- If you did not inherit permissions from your key date's parent, you must create permissions and click the Manage permissions warning.
- At the top-right of the Participant Roles screen, click Grant Create. Using the search function, search for and select the users, teams, or permission sets you want to be able to create your key date (it is advisable to manage this using Permission Sets).
- Click Close to see the Create Permissions widget has been populated with your selections.
- Now, you will need to create role permissions. Click the burger menu for a role to which you want to add permissions. You can manage permissions individually for each role but it is usually going to be fine to inherit the permissions from the parent key date by clicking Copy permissions from [name of parent], if not already set to inherit on the Add new work type blade.
- Go back to your key date modeller > Left-hand nav > General Settings. You will still have one critical issue; 'No aspects have been added', if not already set to inherit on the Add new work type blade. Although this would typically be a critical issue, in the case of Key Dates, we don't normally use a blade, so it can be left blank. You can, however, configure aspects for your key date if you wish it to have a blade by clicking either the Manage aspects button on the warning or the Aspects icon in the top right of the modeller banner.
Review
You can successfully create a key date; now, you must add it to a work type.