Users can set a job due date to help teams prioritize work.
Setting Due Dates
Your organization’s business policy should define the due date, such as whether it should be the target completion of each circulation or designate the “need by” date for a piece of content.
Due date is set at the start of a job, during the preparing stage. It can also be changed if needed at the start of each new circulation or during review by users with the appropriate permissions.
Due dates can be input manually and may be pre-populated with a date based on your organization's configuration. Due dates should not be set in the past.
Editing Due Dates
When a job is in preparation
When a job is sent back to the initiator for revisions, users who can prepare the content can also edit the due date.
Due dates are not cleared out on new circulations, and therefore, users should update the due date any time a document goes through another review circulation. A modal window displays to prompt users to confirm or update the due date before proceeding with the review.
When a job is in review
When a job is in review, coordinators have special permissions to edit the due date. Editing a job’s due date while in review will not withdraw the document from review or version the document. This feature is available on version R25 and later.
- Click on “More Actions” in the bottom right corner of the toolbar.
- Click “Edit due date”. This option is only available for coordinators. (Note: the label for “due date” may be different than depicted here based on your organization’s configuration)
- Select a new date and click “Save and close”. Due dates cannot be set in the past.
- You’ll see a confirmation banner in the bottom left corner of the Viewer and the new job due date will update in the Job Details and on the Jobs board.
Reviewing Jobs by Due Date
By default, cards on the Jobs board are sorted by the job's due date, from oldest to newest. Users can change the sort order by selecting another option in the dropdown.
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