Secondary Dates
Secondary Dates is a feature that allows you to keep all relevant dates for each individual event under one roof. This allows you to easily see upcoming interactions/milestones.
Secondary Dates can be used to record other events that take place around the main event dates, such as meetings, set up/breakdown days, and conferences etc.
To add a Secondary Date select Events from the navigation bar on the left. Select the desired event and this will bring you to the Event Dashboard. Under the Dates panel select Add.
Enter a label for the date, e.g. "Meeting regarding venue", followed by the start and end dates, and then check the Secondary date checkbox.
When checked, The Secondary date checkbox will result in the date being ignored when EventWorks calculates the date of the event. This is important as the date of the event is what is considered when searching for an event and filtering by event date.
Secondary dates are added to the Diary automatically. They also appear under the Schedule panel on the Event Dashboard. An example of this can be seen below.
You are also able to apply different event statuses to the Secondary Date. You will need to have the Dates inherit status setting disabled in the general settings in order to allocate separate statuses for different dates. You can amend this setting by selecting the Settings cog, then General settings. Select the Events tab and then Edit settings. Here you can see the setting labeled Dates inherit status. When enabled this setting will make all secondary dates have the same status as the event. When disabled it will allow you to select individual statuses for each date created. You can view how to do this in the video below.
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Secondary Dates can be used to record other events that take place around the main event dates, such as meetings, set up/breakdown days, and conferences etc.
To add a Secondary Date select Events from the navigation bar on the left. Select the desired event and this will bring you to the Event Dashboard. Under the Dates panel select Add.
Enter a label for the date, e.g. "Meeting regarding venue", followed by the start and end dates, and then check the Secondary date checkbox.
When checked, The Secondary date checkbox will result in the date being ignored when EventWorks calculates the date of the event. This is important as the date of the event is what is considered when searching for an event and filtering by event date.
Secondary dates are added to the Diary automatically. They also appear under the Schedule panel on the Event Dashboard. An example of this can be seen below.
You are also able to apply different event statuses to the Secondary Date. You will need to have the Dates inherit status setting disabled in the general settings in order to allocate separate statuses for different dates. You can amend this setting by selecting the Settings cog, then General settings. Select the Events tab and then Edit settings. Here you can see the setting labeled Dates inherit status. When enabled this setting will make all secondary dates have the same status as the event. When disabled it will allow you to select individual statuses for each date created. You can view how to do this in the video below.
Was this article helpful? Let us know by rating the article below!
Updated on: 17/06/2021
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