There are five ways to get birthdays and work anniversaries into Matter. Every member can add their own dates in Account Settings; Workspace Owners and Admins can also collect dates for everyone by uploading a spreadsheet, asking members, asking new members automatically, or editing a member directly.
Who can use this: Every member can add their own dates; Workspace Owners and Admins can add dates for anyone. Basic plan and above, or any plan during the free trial. Works the same for Slack and Microsoft Teams workspaces.
For an overview of the whole feature, read the Celebrations Guide.
For members: add your own dates
Open the web app.
Go to Account Settings, then the Celebrations section.
Add your birthday, your work anniversary, or both.
Click Save.
If you can't edit your dates, an Admin has turned off member editing; see Restrict members from changing their celebration dates.
For admins: four ways to collect dates for everyone
Option 1: Upload dates from a spreadsheet
Open the web app.
Go to Settings, then the Celebrations section.
Open Birthdays or Work Anniversaries and click Download Template. The file lists every workspace member, the dates already added, and who is missing a date.
Fill in the missing dates and click Upload Completed Template.
Step by step with screenshots: Uploading celebration dates via Excel template.
Option 2: Have Matter ask members
Open the web app.
Go to Settings, then the Celebrations section.
Under the Birthday or Work Anniversary section, click Ask Members. Clicking it in the Birthday section asks for birthdays; in the Work Anniversary section it asks for work anniversaries.
Option 3: Ask new members automatically
Open the web app.
Go to Settings, then the Celebrations section.
Under the Birthday or Work Anniversary section, select the checkbox (✔️), then click Save.
Note: New members are asked for their dates 24 hours after they are added to the workspace, during Monday to Friday business hours.
Option 4: Add dates for one member in Members settings
Open the web app.
Go to Settings, then the Members section.
Find the member by searching or scrolling and click Edit to the right of their name.
Scroll to the Member Properties section, add the dates and click Save.
To check who is still missing a date, see Seeing who is missing a birthday or work anniversary.