Set a deadline on a workflow step

You can set deadlines for individual steps within your workflows to ensure tasks are completed on time.

Set a deadline

1. Click Workflows in the sidebar under Operations.
2. Click Edit next to the workflow you want to modify.
3. Within the workflow editor, select a step and click Due date settings.
4. Configure the deadline:
   • Enter a number in Due after Days to set a deadline relative to the previous step.
   • Toggle Skip weekends to exclude weekends from the calculation.
   • Enter Hours and Minutes in Due at Time to specify a time of day.

Note: For bookings, 'active' and 'overdue' deadlines are specifically calculated based on the "Booking Perform", "Inspection Create", and "Installation Create" workflow steps.

Related articles

• Add steps to a workflow
• Set up a workflow

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