Actions and reminders

How do I set an action date?

Set the action date with Set date on the action form.

Set the action date with Set date on the action form.

Start here

Open HarvestED and go to New Action.

Steps

  1. Find Set date below Type of action.

  2. Open the date control.

  3. Choose the date you want to record.

  4. Check the date shown on the form.

What happens next

Finish the action form to submit the action with the selected date.

If it doesn’t work

If the displayed date is wrong, correct it before submitting the form.

View this article in the Help Center ↗

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