How to add a due date to a Process

While building your Processes, you can add different types of due dates:

• A process expiration date
• A checklist step due date 

Option 1. Process expiration date

This works best when you want to make sure that your related processes are always completed within the right timeframe. 

Eg. Each new vendor onboarding process must be completed in 10 days. 

Setting up a process expiration date

• Go to your Resources>Processes page
• 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)

ⓘ  You can also decide whether or not you want to block the access to the end-user interface after the due date or do nothing

Option 2. Step expiration date

Within your Process, you've probably listed steps that need to be completed as part of the onboarding. These steps can also have due dates.

Eg. The first step of our checklist 'A video to watch' must be completed within 5 days after the process starts (application created)

Setting up a Step expiration date

• Go to your Resources>Processes page
• 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 live applications, overdue tasks have a specific icon. See below.

Bonus tips: Adding a due date to a live application step 

• Go to your Applications page
• 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)
• Set your due date in the Deadline and Assignment tab whether as a time duration or as an exact date