🏔️ 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 in the Home tab 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 of the cadence at which this step should be due.

     

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. Go to Home → 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 items appear in the order prescribed in Database → Cadence Items with due dates that are calculated from the Days values entered there.

Completing cadence items

You can complete cadence items in Home → Your Cadences, or by selecting a record in an assignment list.

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

A Started date lets you know how long a cadence item has been in a given step.