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Due Dates on Workflow Steps
Due Dates on Workflow Steps
Josh From ViewPoint avatar
Written by Josh From ViewPoint
Updated over a week ago

Due dates can now be added to workflow steps so that they can have deadlines and be more easily reported on. This can be done in both a record type's workflow settings as well as on individual pre-existing records. On pre-existing records, users with "Can Edit" or higher access can manually set and edit Due Dates.

In a record type's workflow settings, you can set a programmatic Due Date on any step for:

  • X Days after step assignment

  • X Days after step activation

  • X Days after record submission

You can elect to have a step auto-complete on its Due Date. Also, you can set reminder notifications for X days before or after a Due Date to any user in the system:

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