First you need to find the document or policy you wish to update in your board's Documents area. 

You may need to upload the file if you haven't already  - we recommend creating a Policy Folder to store board policies (see our help article on how to organise your board's Documents section).

Click on the three dots to the right-hand side of the document.

A menu will appear which gives you an option to 'Set a review date...'

This brings up a calendar for you to select a date.

(If it's a review date in more than a years' time, you can click on the year to scroll more quickly)

Once you've clicked 'Ok', the Review due date will appear underneath the Document name.

Upcoming dates will appear in orange and overdue dates will appear in red.

You can change a review date by selecting the three-dots menu again and you will see an option to 'Change or clear the review date...'

Note: if a document has been locked only board admins can set a review date 🔓

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