What events are

Events are the key dates in a transaction — inspection appointments, appraisal dates, contingency deadlines, walkthrough dates, and closing day. Adding them to a deal keeps every important date visible on both the deal page and the deal calendar.

How to add an event

1. Open the deal you want to add an event to

2. Click the Activity tab

3. Find the Timeline section on the left side

4. Click Add

5. Enter the event name, date, and time if applicable

6. Save

The event appears immediately on the deal timeline and on the deal calendar.

Adding an event from the calendar

1. Open the calendar from the left sidebar

2. Click any date on the calendar

3. Select the deal the event belongs to

4. Enter the event name and time

5. Save

Adding an event from an email

When you link an email to a deal, Tract may detect a date mentioned in the email body and surface it as a suggested event. A suggestion card appears in the right panel of the email thread showing the detected date and a suggested name. You can confirm it as-is, edit the name or date before confirming, or dismiss it if it isn't relevant. Nothing is added to your calendar without your approval.

If no suggestion appears for an email that contains a relevant date, add the event manually using either method above.

Editing an event

Click any event on the deal timeline or calendar to edit the name, date, or time. Changes are reflected immediately in both places.

Deleting an event

Click the event and select Delete. The event is removed from the timeline and the calendar immediately. This can't be undone.

Completed events

When an event date has passed it moves to the completed section at the bottom of the deal timeline. Click Show Completed to see the full history of past dates for that deal.