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Checklist due dates

Use this page explains the color coding and some other details about our due date feature.





Colors explained

ColorMeaning

RED

The checklist is past due and incomplete.

YELLOW

The checklist is incomplete and the due date is some point in the future

GREEN

The checklist is complete, regardless of due date.


Recurring checklist setting

When you add a recurring checklist, you will have the option to enable a due date. That due date will automatically be the date the next checklist is set to be created. So if you set a daily recurring checklist for every day at 9 am, the due date of each checklist will be the next day at 9 am.

Format

As the due date and time approaches, the format of the text on the checklist will change. Let's say the due date is July 16, 2024. If the due date is more than a week away, the format will look like this.

If the due date is less than a week away, then the format will count down in days

 

If the due date is less than a day away, the format will start to count down in hours.

And if the due date is less than an hour away, the format will start to count down in minutes.

Template manager notification

When you add a due date to a checklist, if there is a template manager, they will receive an email when the due date has passed.

Configuration instructions

For detailed instructions on how to set up due dates, visit this link.


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This page was last edited on 07/09/2024.