You can create a key date in ShareDo Modeller.

Steps to Create a Key Date

1. Browse to Modeller > Work type modeller > Task > Key date.
2. 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.
3. 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.
   
4. 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.
   
5. If you did not inherit permissions from your key date's parent, you must create permissions and click the Manage permissions warning.
6. 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).
   
7. Click Close to see the Create Permissions widget has been populated with your selections.
   
8. 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.
    
9. 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.

After creating your key dates in the work type modeller, you can add them to a work type via the ShareDo modeller.

Key dates are inherited, so if you wish to add a date to a parent and many children, you only need to add it to the parent item.

Steps to Add Key Dates to Work Types

1. Launchpad > Modeller > Work Types.
2. Select the work type you wish to add the key date to and open it.
3. Click the Key Dates option on the navigation bar on the left-hand side.
4. All of the type relationships are displayed for the work type.
5. Click Add Date.
   
6. Enter the configuration details for your key date.
   
    

Review

You can now successfully added a key date to a work type, you now need to know how to configure where the key date will be displayed to users.

You can link a key date to a specific participant as well as a work type in sharedo modeller.

1. Launchpad > Modeller > Work type modeller, locate and select the work type to with which the key date is associated.
2. Left-hand navigation: Type Relationships > Key dates
   
3. Locate the key date you wish to link > click the burger menu > Edit > Scroll down to the Participant role aspect of the Edit Key Date Association blade.
   
4. Click on the Participant role drop-down field and select the role to which you want to link the key date.

You can now link a key date to a participant.

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

See the Add an Aspect to a Work Type article for more information

When configuring the Key Dates Aspect, you can set it to poll for changes based on a list of events and select key date types from the list that you want to refresh on save.

Example Key Dates Aspect

The Create key date toolbox item allows you to create (or set) a Key Date at a given time in the workflow.

Common Uses

In its basic form, this toolbox item is commonly used for setting key dates against work items. It is commonly paired with the Date calculations toolbox item in order to achieve the desired outcome.

Pre-requisites

• Parent Work Item ID - To use the Create key date toolbox item, you will need to configure the parent work item ID.
• Step - You will need to have a step on your canvas into which to drag this toolbox item.

Configuring Create key date

1. Click on the toolbox tab of your workflow canvas.
2. Select the Create key date option and drag it onto the step in which you wish to place it.
3. Click on the Create key date item you have dragged onto the canvas to add the configuration.
4. Enter the configuration for the toolbox item.

Additional Guidance

The KeyDate block will error if you attempt to create a date that already exists, if not set to 'allow multiple', or set to Participant Role.

This item looks for an existing Key Date belonging to a work item and makes it available to be manipulated inside the Workflow.

Prerequisites

You will need to configure an Input Parameter, that is a Work Item Identifier, and set a binding to match this as desired.

Configuration

Required configuration:

• Parent Work Item (Work Item Identifier).
• Key date type.

Optional configuration:

• Set if the key date is for an ODS Entity (Boolean).
  • If the above is True, then you will need to also set an ODS Identifier.

Optional output configuration:

• Output variable
  • This is where you should create a variable to store the Key Date ID for manipulation in future Workflow Blocks

Workflow Block Outlets:

It's not mandatory to move directly from this Block to another Workflow step, but this block provides two logical outlets to do so:

• Found
• Not Found

This example Workflow using the Get key date workflow block, loads the Work Item ID, uses the Get key date Workflow toolbox item to pull the Key Date info, and then if found, updates the due date, or logs an error.

The Set key date done & Set key date missed toolbox items provide a simple method of marking a key date on a work item as completed/missed.

Common Uses

Key dates are used widely across ShareDo; for example, these will often mark the date that an action has been completed. For example, some communication has been submitted. As part of the workflow, we could use the Set key date done toolbox item to mark this key date as complete.

This could also be used with the Create key date toolbox item, which could update the date simultaneously to reflect what has happened.

Pre-requisites

• Work Item ID - To use either of these toolbox items, you will need to have captured the Key Date ID you wish to update.
• Step - To use this toolbox item, you need to have a step on your canvas into which to drag it.

Configuring Set key date done/missed

1. Click on the toolbox tab of your workflow canvas.
2. Select the Set key date done or Set key date missed option and drag it onto the step in which you wish to place it.
3. Click on the Set key date done or Set key date item you have dragged onto the canvas to add the configuration.
4. Enter the configuration for the toolbox item.

Use this snippet to create a call to action on your task that opens up the key dates blade for you piece of work.

ctx.sharedoId should be set to the id of the piece of work you want to open.

   var action1b = actions.sharedo.BuildActionPlanItem() 

            .WithDescription("Confirm limitation date is correct") 

            .WithOrder(10)

            .AddCheckbox() 

            .MarkRequired()

            .WithCallToAction 

             ( 

                  actions.sharedo.BuildCallToAction() 

                  .WithDisplay("Key facts", "fa-check", "btn-success") 

                  .WithCommandForSharedo 

                ( 

                    "edit-key-dates",

                    ctx.sharedoId 

                ) 

                .Build() 

            ) 

.Build();