Task Due Dates

You can set due dates on your tasks to make sure that everything in your process 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, the due date 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, so that you know it’s a priority.

Users: Admins and Members can set task due dates.


You have two options for setting due dates, either “Task due dates” or “Dynamic due dates“.

Setting task due dates

To set a due date for a task on an active checklist, first open a checklist and click on the task you want to add a due date to. Next, click 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

To have due dates automatically set every time you run a checklist, you can add dynamic due dates into your templates.

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 dynamic due dates for tasks, you need to be editing your template.

Navigate to your template dashboard and click the three dots next to the template name. In the right-hand menu, select “Edit template”.

Click on 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 when setting dynamic due dates (compared to regular task due dates) is that you have a few options to choose from:

Start by selecting the time period: # months, # days, # hours or # minutes.

Next, select after / before and then choose your rule, which is what the dynamic due date will work from, or be anchored to.

When you click Choose rule, you will be prompted to choose from the checklist start date, when the previous task is checked or from any date form fields that you have in your template, as shown below.

For example, you could set a task to be “due after 10 minutes” from the time the previous task was completed, or 5 days before your project completion date, or 14 days after your invoice due date.

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

Viewing due dates

When you open a checklist you can see any due dates that are set in the main task list on the left-hand side. When you select a task, you can also see the due date set in the top center of your screen, as shown below.

If a task is overdue, the due date in your main task list will turn red making it more visible and alerting you to the fact that it’s overdue.

Changing due dates

To change a task due date in a checklist, open the checklist and click “Due” at the top center of your screen, and then select a new date and time. Click “Save” to finish.

You can also override a dynamic due date in a checklist, as shown below. If you do override, this will break the dynamic link that you built in your template.

Removing due dates

To remove a task due date from a checklist, open the checklist, click on “Due” at the top center of your screen and then click “Remove”.

To remove a dynamic due date from tasks in a template, head to your template editor, select the task you would like to remove the due date from. 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. A best practice is to use due dates and assignments together like this.


 

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