Outline your Key Dates

How to add, edit, delete and re-order key days for your consultation

Gayathri Rajendiran avatar
Written by Gayathri Rajendiran
Updated over a week ago

Important days and dates of events or activities can be added and customised for your EngagementHQ project through the Key Dates widget feature. 

The following steps describe how to set up this widget on your EngagementHQ page:

Click on the Projects link on the side menu bar and select your specific project from the list displayed.

The project page opens as shown below.

Click on the Add Widgets button to add the Key Dates widget to your project. A list of widgets is displayed on a draw from the right of the screen. Click on Key Dates.   

This displays the Key Dates page. Here, you can add new key dates and copy existing ones from other projects.   

Add Key Dates

In the Key Dates page, click on the Add Key Date button to upload important dates to your project’s Key Dates widget. On clicking this button, you can see that there are two options available. These are Add Key Date and Copy Existing Key Date.

Add Key Date

On clicking the Add Key Date option, the following Add Key Date page is displayed. Here, you can enter key dates for a single day event or multi-day event.

The following fields are available in the Add Key Date page.

  • Single Day Event – select this option to add a key date for a single-day event and click in the field provided. Select a date for your event from the calendar.

  • Multi-Day Event – In case your event is for more than 1 day, click on this option and select an event start and end day from the calendar. The selected range is displayed in the field. 

  • Show only month and year checkbox – Select this checkbox to display only month and year of the key date.

  • Title – Enter the title of the event in this box. The character limit for the title field is 250.

  • Description – Enter a description for your event. You can add hyperlinks here, so users can click on the link to register for the event for more details. To add hyperlinks, click on the Insert Link option. The character limit for the description field is 2000.

After entering the necessary details in the Add Key Date page, click on the Save & Close button. The newly added key date is displayed on the Key Dates page.

Copy Existing Key Date
On clicking this option, the following Copy Existing Key Date screen is displayed.

In the Select Project field, click on the drop-down menu and select the required project with the necessary key date(s). Click on the checkbox to select the required key date. Finally, click on the Add to Widget button. 

The selected dates are displayed in the Key Dates page.

To edit a key date, click on the pencil icon. The Edit Key Date page is displayed. Make the necessary changes in the fields. You can delete a key date by clicking on the Delete button.

Note: Delete action cannot be undone. The information will be deleted permanently.

You can choose to change the name of the widget to make it more meaningful in your project context. To do this, enter the new name or title in the Edit title box.

Select the Hide title checkbox if you do not want the title to appear in the published project. The preview of the widget with the Hide title checkbox selected is given below.

Display Key dates on Front-end

When the title is hidden, it doesn't appear on the front-end. 

Also, the Key Dates widget page contains a drop-down menu with the following two options: Show Top and Show Recent.

Select the Show Top option to view the key dates listed in the order of the date of creation. Select the Show Recent option to view the Key Dates in the order of newest first. In the box next to the drop-down menu, enter the number of key dates to be visible in the preview of the published project. You can also click on the arrows to increase or decrease the number of key dates to be displayed in the preview. A pushpin icon next to the key dates indicates that these will be displayed in the preview of the published project.

The count next to the drop down Show Recent/Top indicates the number of Key dates selected. If this number says 5 and there are 7 key dates in the widget, it will show 5 key dates on the front end, and the link 'More...' to show the other dates. This link will appear only when all the key dates are NOT selected.

After you have added the key dates to your project, the count is displayed in your project page.

You can preview the project by clicking on the Preview button located at the top end of your project page. Clicking on the button displays participant’s view of all the tools and widgets published in the project.

The preview is displayed in a new tab. Click on the more.. link to `view all the key dates


If you do not want the Key Dates widget to be displayed in the published project, select the Hide option. You can delete a key date by clicking on the Bin icon.

Given below is the preview of the project with the Hide option selected.

Hide past Key Dates

The past key dates can be automatically hidden with the help of the new toggle feature enabled. By turning on the toggle you can now hide all past Key dates and show only upcoming events/dates.

The below screenshot shows Key dates widget with old events before the toggle is turned on.

When the toggle is turned on, the change will be visible in the front end. Only upcoming Key dates will be displayed in the widget front end.

Contact our support team if you need any further assistance via chat or email support@engagementhq.com

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