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Deadlines and target dates

  • Create a new workflow system: Video 3/5 - Statutory deadlines are target dates
  • What is a Glide deadline and what options do you have?
  • How to edit a deadline.
  • How to add a deadline to a route.
  • How to remove a deadline from a route.
  • What is a next target date and what are target dates in Glide?
  • How to set up automated target dates.
  • Target date examples: payroll info in (client specific targets)
  • How to configure the yellow and amber traffic light parameters.
  • What is a milestone achieved?
  • What should my job date be on a payroll workflow?
  • Is the Companies House deadline updated when year end extended very close to the deadline?
  • Does Glide show the 1st year Companies House deadline? [UK only]

Categories

  • Basic concepts
  • Job frequencies
  • Stages and steps
  • Job positions and the job holder
  • Deadlines and target dates
  • Job fields
  • Workflow actions
  • Multiple routes
  • Multiple sub-systems
  • Common scenarios
  • Example flows
  • Dashboards
  • Reporting
  • Bulk operations
  • FAQ - Workflow management
  • Workflow Management - Other
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