Deadlines, Assignment and Tasks

Give every new order of a service the same team, deadline and checklist of tasks.

Overview

This guide covers auto-assignment, deadlines and tasks for every new order.

Who Can Access

Step-by-Step Guide

1. Assign a team

   On the service form, under Orders of this service, tick Assign to team member and choose from your team and remote members. They are added to every new order of the service.

   

2. Set a deadline

   Tick Set a deadline and enter the Delivery time in days or hours. Each order’s due date is counted from when it was invoiced.

3. Add tasks

   On the Edit page, Tasks for every new order lets you add up to 30 tasks with a title, description, steps, a due day after the order and who does it. They are added to each new order.

Good to Know

• On the Orders page, the due date turns amber three days before and red once it has passed.
• Changing the deadline later also changes the due dates of existing orders.
• Add-ons can’t have a team or deadline of their own.
• You can still change the team on each order.

Frequently Asked Questions