How to Add Important Dates

Important Dates help you track deadlines, appointments, and key milestones for each client.

Table of Contents

• What Are Important Dates?
• Creating an Important Date
• Best Practices

What Are Important Dates?

Important Dates track time-sensitive information for a specific client, such as:

• Filing deadlines
• Court dates
• Meetings or appointments
• Contract expirations
• Follow-ups and renewals

Dates can be set in the past for record-keeping or in the future to track upcoming events.

Creating an Important Date

1. Open the client’s record
2. Click the pencil icon next to Important Dates
3. Click Add Date
4. Enter the required details, including the description and date
5. Click Add Date to save

Best Practices

• Be specific: use clear, action-oriented descriptions.
• Add buffer time: set reminders before deadlines.
• Include context: note what action is required.
• Review regularly: check upcoming dates weekly.
• Update as needed: adjust dates when details change.

For questions, contact us at support@getnotehouse.com.