Key Dates and Tasks in Entity Management

Adding a Key Date or Task

1. Open the Corporate Entity or Individual record.

2. In the Key Dates / Tasks panel, select + Add.

3. Use the toggle to select Task or Key Date.

4. Complete the relevant fields (see below).

5. Select Save.

• Task Name and Date (both required)

• Responsible — a single assigned Xakia user (required)

• Recurrence Interval — set the task to repeat (default: None)

• Priority — Low, Medium, High, or Critical

• Status — Not Started, In Progress, Awaiting Action, Completed, or Cancelled

• Email Reminder and Detail (free text notes)

• Key Date Name and Date (both required)

• Priority and Email Reminder

• Sync with my Calendar — adds this date to your personal calendar

• Notify — select multiple users to receive a notification

• Completed — mark the date as done

• Detail — free text notes

The Key Dates / Tasks panel shows the most recent items. Select View all to see the complete list for that record.

Related articles

• Managing Corporate Entities

• Managing Individuals (People)

• The Entity Management Dashboard

Need help?

If you have any questions, please contact us at support@xakiatech.com or reach out to your Customer Success Manager.