This article is for users of Folio for Real Estate. Using Folio in another industry? Learn more here.
Customize your timeline templates with your terms.
What are Key Dates?
Key Dates are the main timeline events that can be used as the basis to offset other events. On the Seller timelines, the default Key Dates are Listing Date, Offer Accepted, and Estimated Closing Date. On Buyer timelines, the default Key Dates are Offer Accepted and Estimated Closing Date.
Edit Key Dates in a Template
When you create or edit a timeline template, you can click on any Key Date and edit the title and the description of that key date. Once you have edited a key date title on a timeline template, when a folder is created and a timeline template is selected, the key dates you will have to provide will be those with your edited titles.