---
title: "Cadences"
slug: "cadences"
description: "Create cadences in Slate, select a summary portal, configure repeating steps, and manage tasks for assigned records."
updated: 2026-03-09T21:20:27Z
published: 2026-03-09T21:20:27Z
canonical: "knowledge.technolutions.net/cadences"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Cadences

A **cadence** is a scheduled, repeating set of tasks that you want to be followed for a given record that enters an [assignment list](/v1/docs/assignment-lists). Find your cadences by hovering over the Slate logo and selecting **Your Cadences**.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Your cadences.png?sv=2026-02-06&spr=https&st=2026-11-14T01%3A20%3A53Z&se=2026-11-14T02%3A20%3A53Z&sr=c&sp=r&sig=eirxJrQAfS1bmxThoLUtDrHz%2FCfIbpblzy7C9ej0mKA%3D)

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.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Select a record in a cadence to view its cadence steps.png?sv=2026-02-06&spr=https&st=2026-11-14T01%3A20%3A53Z&se=2026-11-14T02%3A20%3A53Z&sr=c&sp=r&sig=eirxJrQAfS1bmxThoLUtDrHz%2FCfIbpblzy7C9ej0mKA%3D)

## 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.*

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/New cadence.png?sv=2026-02-06&spr=https&st=2026-11-14T01%3A20%3A53Z&se=2026-11-14T02%3A20%3A53Z&sr=c&sp=r&sig=eirxJrQAfS1bmxThoLUtDrHz%2FCfIbpblzy7C9ej0mKA%3D)
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.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/New cadence step.png?sv=2026-02-06&spr=https&st=2026-11-14T01%3A20%3A53Z&se=2026-11-14T02%3A20%3A53Z&sr=c&sp=r&sig=eirxJrQAfS1bmxThoLUtDrHz%2FCfIbpblzy7C9ej0mKA%3D)
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.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Add cadence to assignment.png?sv=2026-02-06&spr=https&st=2026-11-14T01%3A20%3A53Z&se=2026-11-14T02%3A20%3A53Z&sr=c&sp=r&sig=eirxJrQAfS1bmxThoLUtDrHz%2FCfIbpblzy7C9ej0mKA%3D)
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.*

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Screenshot 2026-02-17 at 2.54.05 PM.png?sv=2026-02-06&spr=https&st=2026-11-14T01%3A20%3A53Z&se=2026-11-14T02%3A20%3A53Z&sr=c&sp=r&sig=eirxJrQAfS1bmxThoLUtDrHz%2FCfIbpblzy7C9ej0mKA%3D)

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

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Screenshot 2026-02-17 at 2.55.09 PM.png?sv=2026-02-06&spr=https&st=2026-11-14T01%3A20%3A53Z&se=2026-11-14T02%3A20%3A53Z&sr=c&sp=r&sig=eirxJrQAfS1bmxThoLUtDrHz%2FCfIbpblzy7C9ej0mKA%3D)

You can complete cadence steps by selecting a record in this view, or by selecting a record in an assignment list.![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/A cadence on an assignment.png?sv=2026-02-06&spr=https&st=2026-11-14T01%3A20%3A53Z&se=2026-11-14T02%3A20%3A53Z&sr=c&sp=r&sig=eirxJrQAfS1bmxThoLUtDrHz%2FCfIbpblzy7C9ej0mKA%3D)

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.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Completing a cadence item.png?sv=2026-02-06&spr=https&st=2026-11-14T01%3A20%3A53Z&se=2026-11-14T02%3A20%3A53Z&sr=c&sp=r&sig=eirxJrQAfS1bmxThoLUtDrHz%2FCfIbpblzy7C9ej0mKA%3D)

## Related

- [Assignment Lists](/assignment-lists.md)