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Adding in Celebration Dates
Adding in Celebration Dates
Sam Lepak avatar
Written by Sam Lepak
Updated over a week ago

3 Ways to Add in Celebration Dates

  1. Upload Celebration Dates via Excel File

  2. Have Matter Ask Team Members

  3. Manually Add via Members Tab

Option 1: Upload Celebration Dates

  1. Open the Web App.

  2. Go to Channel Settings.

  3. Then Celebrations tab.

  4. Under either the Birthday or Work Anniversary section click Click here to download an Excel file to complete. This will download a file of all workspace members and what dates have been added and who is missing a date.

  5. Fill in the missing dates and re-upload by clicking Upload File.

Option 2: Upload Celebration Dates

  1. Open the Web App.

  2. Go to Channel Settings.

  3. Then Celebrations tab.

  4. Under either the Birthday or Work Anniversary section click Ask Members.

    1. Note: If you click Ask Members in the Birthday section, Matter will ask for Birthdays. Vice versa with Work Anniversaries.

Option 3: Add Dates via Members Tab

  1. Open the Web App.

  2. Go to Channel Settings.

  3. Then Members tab.

  4. Find the team member via search or scrolling and click Edit to the right of their name.

  5. Add in the dates to the individual member and hit Save.

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