How Do I Change the Available Date Ranges for Snapshot Agenda Items?

Last updated: November 13, 2026

The Snapshot Dates card sets which date ranges managers can pick when they add a Snapshot Agenda Item to a coaching Session. Unlike the other date cards, it has no Default Value drop-down menu.

Required permissions:

  • The Organization: Edit permission is required to edit the date range options for the Snapshot Agenda Item.

  1. Go to Admin --> Organization --> Date Configuration.

  2. Go to the Snapshot Dates card.

  3. Check the box beside a date range to add it as an option to use for a Snapshot Agenda Item.

  4. Click on Save.

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