Dynamic Due Dates

Dynamic due dates let you easily adjust a task’s due date based on a varying factor unique to each checklist, like a date field or a task that has yet to be completed.

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

Users: In order to add dynamic due dates to templates, you must be an administrator or a member who has been given ‘can edit’ access by your administrator.

You can set dynamic due dates based off 4 different triggers:

  • Any date form field
  • The completion of a previous task
  • The checklist due date
  • The checklist created date (available on free and business plans)

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

Creating Dynamic Due Dates

First, select the template you wish to edit and click the cog next to its name. From the right hand menu, click Edit this template, to open the editor.

Next, select the task you want to edit then click the ‘due’ button, which opens up the Dynamic Due Date control panel.

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 checklist start date
  • The completion of the previous task
  • Any date form field.

Note: If you use a date form field with no time selected in your checklist, 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.

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. Use the CMD, CTRL or Shift keys to select more than one task at a time.

Modifying Dynamic Due Dates

Once you have set Dynamic Due Dates in your template, you can easily change them if needed.

Save changes to your template when finished.


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