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Custom dates let you capture the key milestones for an onboarding portal, such as the kickoff, hardware delivery, go-live, or the end of a trial period. Mark one date as the countdown and both you and the client see a live countdown of days remaining at the top of the portal.

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Why Use Custom Dates

  • Anchor the onboarding to a deadline so clients know when it must be complete
  • Track milestones beyond the built-in portal status
  • Set expectations with a visible days-remaining counter
  • Pre-populate standard milestones from your onboarding templates

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Opening the Dates Manager

1

Open the Company Onboarding Tab

Navigate to the company, then click the Onboarding tab.
2

Click Manage Dates

On the Overview tab, click Manage dates in the action bar. This opens the dates manager dialog.
The dates manager lists every custom date on the portal, with the countdown-marked date highlighted by a Countdown badge.

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Adding a Date

1

Click Add Date

Click Add Date in the dates manager.
2

Fill in the Fields

  • Label (required), the display name, for example “Go-Live” or “Hardware Delivery”
  • Description (optional), additional context for your team and the client
  • Target Date (optional), leave empty if you have not committed to a date yet
3

Toggle Show Countdown

Turn on Show countdown to display this date as the active countdown at the top of the portal. Only one date can be the countdown at a time.
4

Save

Click Save to add the date. It appears immediately on both the admin view and the client portal.

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How the Countdown Displays

When a date has Show countdown enabled, a box appears at the top of the portal showing:
  • The label and optional description
  • The target date
  • A live calculation of days remaining, or Today on the target date, or X days overdue once it has passed
Both your admin view and the client’s view of the portal show the same countdown.

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Template-Level Dates

You can also define custom dates on an onboarding template. Template dates use an offset in days from the portal start date rather than an absolute target date. When you launch a portal from that template, offsets are resolved against the portal’s start date to produce target dates automatically. If a template date has no offset, the target date is left empty for you to fill in from the dates manager. This lets you set up a standard sequence once, for example “Kickoff = day 0, Hardware = day 14, Go-Live = day 45”, and have every new portal start with those milestones pre-populated.

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Editing and Deleting Dates

  • Click a date row to edit its label, description, target date, or countdown setting
  • Toggle countdown on a different date to switch which one shows at the top of the portal
  • Delete a date with the row actions menu. Deleting a date does not affect tasks or phases

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What the Client Sees

Clients see custom dates in the portal header area:
  • The label, description, and target date for each date
  • A live countdown if one date is marked as the countdown
Clients do not see internal fields like template references, created timestamps, or edit controls.