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Start and Due Dates

Entering Start and Due Dates allows you to identify which Projects are on track and which are not.

Start and Due Dates can be set for Projects and Deliverables. Due Dates can be set for To-dos and Reviews.

If you have email notifications turned on, the person creating Reviews and To-Dos can set and receive reminder emails for To-dos and Reviews assigned to you that have Due Dates. 

Overdue To-dos and Reviews will have a red Due Date. This Overdue status does not disappear when the item is marked Completed.

                                   
 

Step 1

When entering the details for a new project, click Start Date.




Step 2

This will open a calendar depicting the current date. Click on the appropriate date. 


Step 3

The date field populates with the date selected from the calendar.


 

Step 4

Click on the time field beside the Start Date.  This will open a time chart depicting the current time period. Click on the appropriate time. Click Done.


 Step 5

Repeat the same steps for the Due Date. The Due date for a project should reflect the amount of time it will take to accomplish all components of that project.


 

Step 6

Click the Save button. 


Step 1


To edit Start and Due Dates on an existing Project, Open a Project that needs the Start and/or Due Date changed. Click on the Info tab at the top of the Project screen.

Step 2

Step 3

Click on the Actions button to launch the Edit Project dialogue box.

Step 4

Click on the Start Date and Due Dates fields to edit the appropriate date and time information. 


Step 5

Click on the Save button.

Step 1

Click on the Add Deliverable button on the Deliverables page of a project to launch the Add Deliverable dialogue box. Enter the detail for your Deliverable. 

Step 2

Click on the Start Date and Due Dates fields to select the date and time information.  Due dates for a deliverable should account for the amount of time needed to complete all items inside the Deliverable.

 

Step 3

Click on the Save button.

Step 1

To edit Start and Due Dates on a Deliverable, click the check box to the left of the Deliverable name listed in the Deliverables dashboard. 

Step 2

Click on the Actions button and select Edit to launch the Edit Deliverable dialogue box.  

Step 3

Click on the Start Date and Due Dates fields to edit the date and time information. 

Step 4

Click on the Save button.

Step 1

Click on the New To-Do button on the To-Dos page of a project to launch the Add To-do dialogue box. Enter the detail for your To-do. 

Step 2

Click on the Due Date fields to select the date and time information.  To-Dos should have due dates to clearly communicate when an action needs to be finished by and to allow other members of the project to see when to expect the next steps to be accomplished.

Step 3

Set reminders if appropriate by clicking on the Reminders dropdown and choosing from the preselected times. 

To add additional Reminders click the + button and set the reminder timeline.

Step 4

Click on the Save button.

Step 1

To edit the Due Date on a To-do, click the check box to the left of the To-do name listed in the To-do dashboard. 



Step 2

Click on the Actions button and select Edit to launch the Edit To-do dialogue box.  

Step 3

Click on the Due Date fields to edit the date and time information. 

Step 4

Adjust reminders if appropriate by clicking on the Reminders dropdown and choosing from the preselected times. 

To add additional Reminders click the + button and set the reminder timeline.

Step 5

Click on the Save button.

Step 1

Click on the Add Review button on the Reviews screen of a project to launch the Add Review dialogue box. Enter the detail for your Review. 



Step 2

Click on the Due Date fields to select the date and time information.  Due dates are communicated to reviewers to help ensure their responses are received on time.  Please note that unless manually changed the due date does not update with changes to the asset or responses received inside of the review.

Step 3

Set reminders if appropriate by clicking on the Reminders dropdown and choosing from the preselected times. 

To add additional Reminders click the + button and set the reminder timeline.

Step 4

Click on the Save button.

Step 1

To edit the Due Date on a Review, click the check box to the left of the Review name listed in the Review dashboard. 

Step 2

Click on the Actions button and select Edit to launch the Edit Review dialogue box.  

Step 3

Click on the Due Date fields to edit the date and time information. 

Step 4

Adjust reminders if appropriate by clicking on the Reminders dropdown and choosing from the preselected times. 

To add additional Reminders click the + button and set the reminder timeline.

Step 5

Click on the Save button.​  The reviewers will receive an email indicating that the Review has been updated.

 


 Congratulations!

You now know how to use Start and Due Dates to ensure a clear schedule is established with all the participants in your projects.  In any dashboard listing dates use them to organized the content, or use the filter to isolate a specific timeline.  The dates allow individuals to prioritize their work and stay on top of project deadlines.


 Further Reading:

 

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