Assigning Due Dates

Due dates are optional. You can assign due dates to the overall organizer, as well as to individual request items. Assigning due dates to individual request items can help clients understand which requests have the highest priority.

 If there are pending or rejected requests one week prior to the due date, then a reminder email is sent to the assigned client users automatically. A second email is sent 24 hours before the due date if there are still pending or rejected request items at that time.

If the due date for a pending or rejected request item row or the overall organizer has passed, an icon displays on the organizer page.

Click the links below for instructions on setting due dates.

Enter or edit a due date for the entire organizer.

1. Open the organizer, if it isn't already open.
2. In the upper left part of the page, click Due Date.
3. Enter the due date.
4. Click Save.

Enter a due date for a single request item.

1. Open the organizer, if it isn't already open.
2. Click the More menu button  for the request item.
3. Select Edit request item settings.
4. Enter a due date.
5. Click Save.

Enter a due date for multiple request items at one time.

1. Open the organizer, if it isn't already open.
2. select the request items you want to assign a due date to by doing either of the following:
   • To select individual request items, click each item row.
   • To select all items in a section, click the More menu button in the section header row, and then select Select all request items.

   Note: Selected rows have a blue background. Click a selected row a second time to remove the selection.

3. Click the More menu button in the top row of the request items table, and then select Set request item due date.
4. Enter the due date to use for all the selected items.
5. Click Save.