Dynamic Due Dates

Dynamic due dates allow you to affect a task’s due date based on varying factors unique to each of your workflow runs. 

You can set deadlines for tasks that are based on when other tasks are completed, the date the workflow was run, or from any date form fields that you add into your workflows.

This lets you link deadlines and tasks together in a really powerful way.

Plan: Dynamic Due Dates are a feature on our Standard Plan.

Users: In order to add dynamic due dates to workflows, you must be an Administrator or a Member who has been given ‘edit’ access by your Administrator.

Example use cases

  • Your project completion date is set for the end of the year and you want to set due dates on tasks leading up to that date, to make sure everything is completed on time (before the project completion date)
  • Your new hire starts this week and you want to make sure all the stages of their orientation and training are completed by the end of their first month (after their initial start date)
  • Your process timings hinge on the date that you start it, so all your tasks have a deadline based on x number of minutes or days after your workflow has been run

Triggers for dynamic due dates

You can set dynamic due dates based on these four different triggers:

  • Any date form fields
  • The completion of a previous task
  • The workflow run due date
  • The workflow run start date

These rules will automatically adjust the due date of tasks as various actions are completed or details filled out.

You can set dynamic due dates to trigger before one of these items:

You can also set dynamic due dates to trigger after one of these items:

  • The date the workflow was run
  • The completion of the previous task
  • Any date form field

Creating dynamic due dates

First, select the workflow you wish to edit and click the three dots next to its name (or click its name). From the right-hand menu click “Edit” to open the workflow editor.

Next, select the task you want to add a dynamic due date to, then click “Due” in the center panel. This opens up the dynamic due date control modal where you can set the rules for your due date (as shown below).

In this example, we’ve selected the due date to be set 4 hours after the workflow run start date.

Once you’ve set your dynamic due date, click “Save” to finish and then save changes to your workflow to finalize these changes.

Note: If you use a date form field with no time selected in your workflow run, the default time for the date field will be 8am PT. You will need to calculate your before/after rules for Dynamic Due Dates based on this time zone.

Adding dynamic due dates to multiple tasks

You can multi-select tasks to enable you to add dynamic due dates to more than one task at a time.

Multi-select consecutive tasks – Hold down the ‘Shift’ key (Windows & MacOS) and use your mouse to click on a task at the beginning and end of your task list, and all those tasks will become highlighted.

Multi-select separate individual tasks – Use the ‘CTRL’ Key (CMD in MacOS) to individually select multiple tasks at a time. Hold down the ‘CTRL’ key (CMD in MacOS) and use your mouse to click all the tasks you want to select (or un-select).

Choose your required dynamic due date settings and click “Save“.

Click “Clear selection” to return to normal view and then “Save changes” to your workflow to finish.

Modifying dynamic due dates

There are a number of ways to change the dynamic due dates you have set previously.

When editing a workflow

Once you have set dynamic due dates in your workflow, you can easily change them in the workflow editor, if needed.

Click on the task/s in question, then click the dynamic due date you set previously to open up the control panel. Make your changes and click “Save” to fix the changes. Then save changes to your workflow when finished.

On active workflow runs

You can also overwrite dynamic due dates on active workflow runs, on a task-by-task basis.

If you decide to override the due date in this way, it will break the dynamic link between any date fields or the date the workflow was run.

From your inbox

You can also override the due dates for tasks from your Process Street inbox, by using the snooze function.

Hover over the task/s you’d like to snooze and you’ll see a checkbox appear, as shown above. Put a checkmark against all the tasks you’d like to snooze. When you select a date to snooze these tasks to, this effectively overrides the dynamic due date.

Note that this method also works for snoozing approval tasks and whole workflow runs.


 

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