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.

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About this course

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
 

Curriculum11 min

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

About this course

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
 

Curriculum11 min

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