Task Due Dates

You can set due dates on your tasks to make sure that everything is completed on schedule.

When a task is due, the people or groups assigned to that task will be sent an email notification.

Once a task is overdue, it will turn red so you know it’s time to either complete the task or update the due date. It will also get pushed to the top of your Process Street Inbox.

Users: Admins and Members can set task due dates.

Setting task due dates

To set a due date for a task in a checklist, first open a checklist, click on the task you want to add a due date to. Next, click on the ‘Due’ button in the top center of your screen.

Select the date and time you want the task to be due on, then click “Save” to finish.

Dynamic Due Dates

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.

To create a dynamic due date for tasks in all checklists run from a template, you need to be editing the template. Do this by clicking the cog next to the template name in your dashboard, then click “Edit this template”.

Open the task you want to set the due date on, then click the “Due” button at the top of the task in the center of your screen.

The difference here is that you need to select X-amount of time “before” a date form field found in the checklist, or the checklist due date, or X-amount of time “after” the checklist start date, the completion of the previous task, or any date form field.

For example, rather than setting a set due date for a checklist’s task, you’ll set the task to be “due after 10 minutes” from the time the previous task was completed, and so on.

Once you’ve set the due time, click “Save” to confirm, then click “Save changes” to save the template. Now, when a checklist is run from that template, the task will already have a due date set.

Viewing due dates

Due dates set on tasks will be displayed in the main task list (much like the assigned users) and at the top of a task if it is open.

Note that preset due dates in templates will display as “Due after XXX”.

If a task is overdue in a checklist, the due date will turn red, making it more easily visible.

Removing due dates

To remove a task due date in a checklist, once again click on “Due”, and then click “Remove”.

To remove a dynamic due date from tasks in a template, click on due, and then click “Remove”.

Task Assignments

Task due dates are most useful when combined with task assignments, since only people assigned to the task will be notified about due dates.


 

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