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Assign a due date

All tasks (excluding time-based automated tasks) can be manually assigned a due date.

Gui Rego avatar
Written by Gui Rego
Updated yesterday

To assign a due date to one or more tasks:

  1. Navigate to Tasks;

  2. Filter the list, as appropriate, using the advanced filter (located to the right of the filter) to includes the tasks that are to be assigned a due date (eg. a particular site, or another advanced filtering variable that helps isolate a subset of tasks, like ones that have the same work type)

  3. Check the box next to one or more tasks that require a due date;

  4. Click Due date;

  5. Nominate the date that the tasks are due;

    NOTE: Tasks that were created by an automation, and are time-based already have a set due date that cannot be modified. If an automated task's due date needs to be modified, consider deleting the automation and adding a new one.

  6. Click Confirm.

    TIP: Due date can also be added or updated within each task via the three-dot menu.

View tasks by due date

The due date is best utilised by viewing the task list page, sorted chronologically by due date.

To view tasks by due date:

  1. Navigate to Tasks;

  2. In the advanced filter (located to the right of the filter) select Sort by > Due date.

    TIP: For individual users, isolate the list further to just those tasks that involve you (or by any other desired filter) by selecting Show > My Tasks in the advanced filter.

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