Video Tutorial:



Overview:

When creating a new Incoming or Outgoing Request, the user is given the option of setting a Deadline. This date indicates when the Request is due to be completed.


Step by Step Instructions:


1. Setting a Deadline in the Request editing mode


There are two places where you can set a Deadline: in the process of making a Request and in Preview. Let’s explore the first one now. Navigate to Requests: Incoming, and upon creating a New Request, you are presented with a dialog box to “Set a Deadline”. If the “Set Deadline” button is then clicked, a calendar appears to choose the correct day. 



If you don’t know the deadline or if there isn’t one, you can click “skip for now” to dismiss the window and begin the request. Let's skip entering the deadline date for now.



 

After the Contact Information is entered and saved, a Request ID is generated in the system and the ability to set a deadline appears again.



Click on the calendar icon to choose the date– the current day is highlighted in grey. You may also use the “Remove Deadline” option to clear the date.



Select a day and you’ll see the chosen date is now displayed to the left of the calendar.



Now that we’ve learned how to set a deadline in a Request workflow, let’s just delete this request. Go to the ellipsis menu in the black bar and select “Delete”. Then choose “OK” to confirm the deletion and you’re taken back to the Request Listing.




 

2. Setting a Deadline in Preview


For the next location where you can add a deadline, let’s use the Incoming Request we made for the George Washington painting in the first tutorial. If there are several pages of requests, you can search for the correct one in the box above. You will notice that there is no Deadline listed for this request, as one was never set in the first tutorial. Let’s set one now.


 


Click on the request, and in the Preview page, the Calendar again allows you to choose a Deadline. Let’s choose the day after the current date.


 

That’s it! You’re now an expert at setting deadlines. In the next tutorial, you’ll be learning about Converting Requests to Contracts.