Create A Template
1. In left navigation menu, select
New Deadline
2. From the drop down menu, select
From Template
3. In the top middle select
NB: This is to create a template which can be used later when creating future deadlines but doesn't actually create the deadlines.
4. The 'TEMPLATE NAME' is the name for the template.
5. If you have categories as part of your subscription you can pick the category/categories for the deadline. If you need to add a new one then click on the button.
6. Pick the frequency the deadline repeats.
7. Depending on which repeat option is chosen you may then need to state the 'DEADLINE TYPE' such as how this repeats e.g. Last Monday, 20th of the month, etc...
8. The 'NOT BEFORE' date is important if you do not what the deadline to start immediately. If you want the deadline to be in a future month you need to change the not before date to the month you want the deadline to start.
9. The 'NOT AFTER' date is optional and if left blank the deadline will run until it is deleted or edited. If you want the deadline to finish after a certain date then enter that date here.
NB: 'NOT BEFORE' and 'NOT AFTER' only apply to repeating deadlines.
10. The 'OPEN PERIOD' is the date that you are able to start work on a deadline, when it is active from, so need to enter the months and days before the deadline that this is open.
11. The 'WARN PERIOD' is how long before the deadline do you want to be warned about it if it is still active.
12. In the 'NOTES' section you can add notes related to this deadline
13. Click thebutton to preview the next 3 instances (if applicable) when this deadline will become open, send a warning and the deadline date.
NB: Deadlines are synced to the working week so if you have selected the end of the month it will move to the last working day if that happens to fall on a weekend.
14. If these are not correct you can change the dates or repeat type and clickagain to see an updated version.
15. By clicking the button, this will save the deadline template and take you back to the template dashboard
16. By clicking the button, this will cancel this deadline template and take you back to the template dashboard