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How to Set Custom Default Due Dates for Each Process Type

Learn how to set a default due date (i.e. 30 days from start of process) for each of your process types.

Aimee avatar
Written by Aimee
Updated over 3 months ago

Each process takes a certain amount of time to complete, some more, some less. Instead of remembering how long each process takes when you start it, or adding a step to update the process due date, you can now add default process due dates to each process type.

If there is no custom due date set for a process type, it will default to the following day.

These due dates can be relative to the process creation date, lease start/end dates, current and future move-in/move-out dates.

Adding Default Process Due Dates

To add a default process due date to a process type, navigate to the process type settings by clicking Settings > Pipeline Settings in the lefthand sidebar.

Then go into the "General" tab.

Scroll to the "Default Due Date" section.

Then, select the settings you want to use.

  • Number of days

  • Calendar days or week days

  • Before/After

  • Date

FAQ's:

Can the due date be updated later?

Yes, the due dates for each process can be updated manually later from the process page.

If I change the default due date in the settings, will it affect the processes already started?

No, any updates to the default due date settings will not update any processes already started.

Can I use a custom field for the date field?

Currently you cannot use custom date fields default due date settings. If this feature would be useful to you, let us know at support@leadsimple.com.

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