What are Key Dates?

Acuity users can link calendar events to date defined fields within the details tab of their matters. The Key Date functionality creates a unique section on the details tab of the matter that allow dates to be managed from there, or to configure the feature. For video instructions on this feature, see: How to Manage Calendar Key Dates

Creating a Key Date from the Matter Tab 

1. Open the matter/claim you want to work on and navigate to the “Details” tab. 

2. Scroll down until you see the Key Date section 

3. Click the green “ADD” text. 

 

4. Complete the fields in the popup menu. The fields highlighted in citrus are required. 

• The “Event Type” will default to the field header you selected. 

5. Click “Save”. 

 

6. You can now validate the date has been added to the field in the details of the matter: 

7. The event also shows up in the calendar view under “Collaboration”. 

 

Creating a Key Date from the Calendar 

1. Open the matter/claim you want to work on and navigate to the “Collaboration” tab. 

2. Select “Calendar.” 

3. Click on either the day you want the event to start within the calendar or select the “Create New Event” button. 

 

4. Complete the fields in the popup menu. The fields highlighted in citrus are required. 

• Note that you can only create one event for each key date event type. Event types that are already being used will be noted in the event type drop down menu. 

• Not all Event Types will be configured as Key Date Event Types. 

5. Click “Save.” 

 

6. You can now validate the date has been added to the calendar. 

 

7. The event will also appear in the Details tab in the corresponding event type field. 

 

Editing a Key Date 

From the Details tab: 

1. Click on the date you want to edit. 

 

2. Make your changes in the popup that appears and click “Save.” 

3. You can also delete the event by clicking “Delete.” 

 

 

From the Calendar view: 

1. Click on the date you want to edit. 

 

2. Make your changes in the popup that appears and click “Save.” 

3. You can also delete the event by clicking “Delete.” 

Configuring Key Date Event Types 

Client users with the appropriate permissions can configure what event types appear in the detail section of the matter. Users are encouraged to make changes only if absolutely necessary due to potential reporting implications. 

1. Click the Utilities tool at the top product ribbon. 

2. Select “Calendar Event Types.” 

3. If the event type is configured to allow a key date, the Key Date column will indicate “Yes”. 

4. To create a new Event Type, select “Add Calendar Event Type.” 

5. To edit an existing Event Type, click the pencil icon beside the Text column. 

6.   Enter the name of the Event Type in the text box. 

7. Select the “Active” box if you want it to appear as an option on the calendar. 

8. Select the “Key Date” box if you want to control the date from the matter details. 

9. Click “Save.”