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How to add due dates to a process
How to add due dates to a process
Updated over 2 months ago

While building your Processes, you can add a due date to various sections.

Adding due dates is perfect for those who want to make sure that every process they launch is completed in a timely manner.

The image below shows what people will see when you add a general due date to your process.

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Option 1. Setting up a process due date

💡 You can decide to block the end-user's interface once the due date is reached.

  • Select the process you need

  • From the sidebar, click on Configuration>Timeframe and Stages

  • Set your due date whether as a time duration (Eg. 10 days) or as an exact date (15th of February)

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Option 2. Adding a due date to a specific step in the process

  • Select the process you need

  • Click on the Edit button next to the related step of your checklist

  • Set your due date whether as a time duration or as an exact date

💡 In a live application, overdue steps will have a specific icon. See below.

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Option 3. Adding a due date to a specific step in a live application

  • Select the application you need (You'll see a page similar to the above screenshot)

  • Click on the Arrow dropdown menu button then on Edit next to the related step of your checklist (Next to the show files button see above)

  • From the popup window, click on the + sign

  • Set your due date in the Internal management tab.

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