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Workflow - Due dates

Due Dates on steps (deadlines) are very similarly configured to executors.

To add a deadline to a step, select the step and you will see the properties window open adjacent to it.

 

Beneath the properties you will see the option to set a due date, click the plus to add a due date.

You can set a deadline based on the step initiation, post-step or based on a field within the collection.



Furthermore, you may add conditions to trigger a specific deadline type, such as priority or severity.

You can add multiple due dates per step and you should ensure that any such conditions are correct. Once a due date has passed, a step can still be completed and the record remains active.

 

 

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