- Let's Learn!
-
What is an Event? 3 min
-
Managing Events 5 min
-
Configuring Events Recap 3 min
- Test Your Knowledge
-
Knowledge Check

Events
Learn how to create, manage, and customise events in Gatekeeper for contract and vendor records, including event types, owners, due dates, recurring events, approvals, and reminders.
In this course, you'll learn how to effectively utilise event management in Gatekeeper. We'll cover the following:
-
- Understanding the Purpose of Events: Learn the purpose and functionality of events within Gatekeeper, including the creation of actionable items, reminders, and tasks for specific records
- Creating and Managing Events: Explore the process of creating and managing events, including setting event types, owners, due dates, recurrence, approval requirements, and custom reminders
- Utilising Event Creation Modal: Gain proficiency in using the event creation modal to add and configure events, set notification titles, descriptions, completion dates, and understand the significance of event owners
- Implementing Recurring Events: Learn how to set up recurring events and understand the options for recurring event frequency, duration, and custom reminders