In the process ‘Builder’, within each step you will see a deadlines tab.
You can set two types of deadlines: 1) Standard deadlines 2) Dynamic deadlines
Standard deadlines of steps are in relation to start of the run or in relation to another step deadline at the start of the run.
There are two steps in this sales process,
Step 1’s standard deadline is set 1 hour from ‘start run’ (the time and date the run starts), it’s deadline will be 1 hour from now,
Step 2 needs to be done within 1 hour of step 1’s deadline. This is how you would set the standard deadline,
When a run is started, these are the deadline for step 1 is 1 hour, and deadline for step 2 is 2 hours,
Dynamic deadlines of steps are in relation to the moment specific steps are marked as done. Tags are used to point to steps whose deadlines should change.
I want to make sure that in the process below, that as soon as the Step 6 (Event is booked), Step 7 is done within 30 minutes (invoice is to the client),
This is how we set that up,
- Tag Step 7 (Send invoice to Client) with a special tag via the Basic tab. In this case, I tag it as ‘Booked’.
- Create a Dynamic deadline in Step 6 (Book event on calendar), as this is the step you want to decide that dynamically changes the deadline of another step, when marked as done. Simply add the tag of the step whose deadline you want to change and the new deadline.
- Click on ‘Add Rule’. This dynamic deadline rule is now saved.
When you start a run, when Step 6 is marked as done, it changes the deadline of Step 7 to be 30 minutes,
Please contact us if you have any questions or need help setting deadlines up in your process.