Using the Conditional Date Calculation
From the task, click the calendar icon then choose which date calculation to use.
Conditional Date Calculation Options - None
This is for unscheduled tasks or you can make a custom date you want to put in. It allows you to customize a task or a reminder you have to make on each transaction.
Assign A Specific Closed Date - When you close a task, Open To Close uses the immediate date (now). You can override the current date and set a specific date that this task was closed. If you have date (task) contingencies based upon closing this task, Open To Close will use your specific date to move all contingencies.
Complete Task After "Update" - ticking this button will close the task once you click "update".
Conditional Date Calculations Options - Property Date
You can make the task based on a property date such as one of the dates that are on the transaction.
For example, the same day as the contract agreement, three(3) days before or after the contract agreement. You can also choose calendar days or business days and make it skip landing on weekends or holidays.
Days - number of days
Time Frame - Business days, Calendar days, Calendar days (skip landing weekend days), or the same day as
When - After or Before
Date Option - Transaction dates, loan dates, listing dates, etc.
Weekend Roll - Rollback or Roll forward
Federal Holiday Roll - Rollback or Roll forward
Skip Federal Holidays - Count or skip federal holidays
Conditional Date Calculation Options - Task (Parent-Child task)
You can set the task with another task. This date shows the time a task will start depending on the progress of the other task. You can set due dates on your tasks to ensure everything in your process is completed on schedule.
For example, create a parent task (Submit a file) in charge of two children's tasks (EM receipt request, Send EM receipt to the listing agent).
Days - number of days
Time Frame - Business days, Calendar days, Calendar days (skip landing weekend days), or the same day as
When - After or Before
Task Is Completed - Choose another task that you want to associate with your task date
Weekend Roll - Rollback or Roll forward
Federal Holiday Roll - Rollback or Roll forward
Skip Federal Holidays - Count or skip federal holidays
