🏔️ Summit 2025 Feature

A cadence is a scheduled, repeating set of tasks that you want to be followed for a given record that enters an assignment list.

📖 Further reading: Assignment lists

Find your cadences by hovering over the Slate logo and selecting Your Cadences.

Here you’ll find a list of cadences associated with records in your assignment lists.

Select a cadence to view the cadence steps. Each step has a list of the assignment list records that are in that step.

Select a record from this list to view its Summary portal (more on that later). In the portal pop-up, you can select Display to go to the record’s cadence Display portal (more on this later, as well), or complete cadence steps directly from the Summary portal.

Creating a new cadence

To create a new cadence:

1. Go to Database → Cadences.

2. Select Insert.

3. Configure the following settings:

   • Status: Active

   • Name: Enter a name for the cadence. For example, Book a meeting.

   • Description: Enter an internal description of the cadence.

   • Portal (Summary): Select an existing portal from the list:

     • This portal appears as a pop-up when a user selects a record in Your Cadences.

     • Required to create a cadence.

   • Portal (Description): Select an existing portal from the list:

     • The user is redirected to this portal when they select Display in a record’s Summary portal.

     • Optional: leaving this selection blank sends the user directly to the record when they select Display.

       

        

4. Select Save.

Creating cadence steps

With a cadence created, select Cadence Steps to access the list of all cadence steps in your database.

To create a new cadence step:

1. Select Insert.

2. Configure the following settings:

   • Status: Active

   • Cadence: Select the cadence you created earlier.

   • Name: Enter a name for the cadence step.

   • Order: Enter a number to represent the relative order of the step within the cadence.

   • Day: Enter the day relative to the cadence which this step should be due. For example, if you add a cadence to an assignment on 1/1/2026, a cadence step with Day 0 will have a due date of 1/1/2026, a cadence step with Day 1 will have a due date of 1/2/2026, and so on.

     

3. Select Save.

4. Repeat for as many steps as your cadence requires.

Adding a cadence to an assignment

When you select a record from an assignment list, you can add cadences:

1. Hover over the Slate logo and select Your Assignments.

2. Select an assignment list.

3. Select a record from the assignment list. The record’s Summary portal appears.

4. Select the + next to Cadences.

5. Select a user and a cadence.

   

6. Select Save.

A new cadence appears on the assignment. Cadence steps appear in the order prescribed in Database → Cadence Steps with due dates that are calculated from the Days values entered there.

Completing cadence steps

You can view which cadences you have assigned records in by hovering over the Slate logo and selecting Your Cadences.

By selecting the cadence, you can see which records are at which steps in that cadence.

You can complete cadence steps by selecting a record in this view, or by selecting a record in an assignment list.

Select a cadence step to mark it as either Completed or Skipped. You can also update the associated user.

The Started date lets you know how long the record has been waiting at that step.