It's possible for key dates relevant to the case, such as a limitation date, date of birth, date of death, date of the accident, etc., to be displayed on the Case Details screen. This article explains how to do these using Reminders.
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The following information is required:
A question asking for a date.
A suitably named step in the Reminders section.
A Key date reminder task.
Within the Conveyancing environment, the Completion date doesn't require a specific reminder. However, it's useful to include the date. A key date reminder is generated for the actual Completion date and displayed on the Case Details screen.
Set up the relevant question.
Insert it into the relevant area.
Create a suitably named step within the Reminders section.
In the appropriate step, below the question, add a Key date reminder task.
The reminder is about the Reminder step and needs to be set to remind users zero days after the date of the question
