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  • Dynamic date - automatically set the due time based on the number of days after the trigger is selected.

  • Exact date - a specific due date selected.

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Step-by-step guide on how to work with Due Date

  1. Select the Process Step you want to add a due date to.

  2. Click the Due Date button in the top center of your screen as it is shown below.

  3. Choose the type of Due Date you want to add.


a. If you choose Dynamical Due Date, enter the number of days, select the desired trigger, and confirm the setting.
Dynamical Due Date can be triggered by:
- published form - an issue with the form created
- submitting the previous step - a form from the previous step is submitted (above, existing in the list of steps)
- process start date - date will be calculated from the Process start date

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b. If you choose Exact date, use the calendar to select the needed due date.

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4. Click Confirm button to finish the setup and save the Template, so all new newly started Processes started will support the recently added Due Date.

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6. Monitor the due date for all issues in the Process tab.

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Info

Questions? Just email us to get an answer support@saasjet.com.

Tip

If you haven’t used this add-on yet, then try it now!>>>