You can assign due dates for your tasks.
Note that you need at least edit/builder access to the grid to assign tasks. There are two ways to assign due dates to tasks:
To assign a due date to a single task
- Open the element with the tasks you want to set due dates
- Toggle on edit mode
- Click on the clock icon next to the required task to trigger the date picker
- Select the due date you want for that task, the picker will automatically close and the date will be set.
Hint: To remove a due date, click the clock icon again to trigger the date picker and then click on the Remove due date link below the calendar.
Note: The latest due date applied to a task also displays below the related element's title, on the element in the grid, the latest task due date in a stage displays below the stage title, and the latest task due date on the grid displays below the grid title.
Bulk assign a due date to tasks using the task logs
You can assign a due date to multiple tasks at the same time using the task log. Note that you need at least edit/builder access to the grid to assign due dates. There are two ways to access the task log for bulk due date assignment:
- At the grid level > click the information icon in the top right action buttons and then select the list icon to see all the tasks across all the elements within that grid
- At the element level > click the information icon in the top right action buttons and then select the list icon to see all the tasks within that element
Hint: click the expand arrows in the top right action buttons to toggle to full screen view.
To bulk assign a due date to tasks using the task logs
- Open the relevant task log as detailed above
- Click the lightening button to toggle on bulk select mode
- Select the tasks you want to assign a due date by clicking in the circle next to each or click the top circle to select all
- Click schedule to trigger the date picker
- Select the due date you want for those tasks, the picker will automatically close and the date will be set
- The task log will update to show the newly assigned due dates
Hint: To remove a due date, click on the Remove due date link below the calendar.
Hint: you can also bulk assign members to tasks in the same way.