Automated due dates

How to set up due date automation in your workflow.

James Peacock avatar
Written by James Peacock
Updated over a week ago

This article covers the following topics:

Note: Only plans featuring Advanced workflow can utilize automated due dates

With Advanced Workflow you can set due dates on a workflow directly, instead of setting due dates individually across all your items.

There are two types of due dates at your disposal - Dynamic and Fixed.

Dynamic due dates allow you to schedule time against workflow steps. For example, you might want to schedule 2 days for "Draft" and 3 days for "Review." In this scenario, when "Draft" becomes active a due date is automatically set for 2 days in the future. When "Review" becomes active, a due date of 3 days in the future is set.

Fixed due dates are exactly that - specific dates in the calendar. Handy if you have immovable deadlines to meet.

Setting automated due dates

In your workflow settings, click on the "Add due date" button - you'll see options for both Dynamic and Fixed due dates.


Enter a numerical value for the selected timeframe. The possible timeframes are; Days, Weeks and Months.

Finally, specify a time. The default time is 5:00 PM.


Setting fixed due dates work the same way as due dates across the rest of the app. Simply select a date in the calendar and specify a time.

The due date will then be applied to the related workflow step across all of the items using that workflow.

How dynamic due dates work

Dynamic due dates become fixed due dates when the associated workflow step is activated. This action is reapplied each time the step becomes active.

To demonstrate how timeframes affect due dates, let's start by assuming today's date is Monday, January 1...

Dynamic due date set

Fixed due date applied

1 day

Tuesday, January 2

4 days

Friday, January 5

1 week

Monday, January 8

4 weeks

Monday, January 29

1 month

Thursday, February 1

2 months

Friday, March 1

Managing dynamic due dates

Dynamic due dates are managed exclusively via the workflow. Dynamic dates cannot be set on items individually. For this reason, you must have the Edit workflow permission enabled for your role.

When changing dynamic due dates, the changes are rolled out across all the items using that workflow. An item's active workflow step won't take into account the changes until that workflow step is activated again. This is because a fixed due date has already been set.

To remove a dynamic due date (or fixed due date) simply click the "Remove" button.

Note: Always make sure you hit "Save changes" to apply any changes you have made to your workflow.

Due date overrides

There will inevitably be instances where a due date of an individual item will need to change from the ones dictated by the workflow. For that reason we allow these due dates to be overridden.

When inside an item, setting a due date on a workflow step that has an automated due date set will display a notification informing you of such.

Due date overrides are possible for both dynamic and fixed due dates.

For further reading about workflow, check out the following articles:

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