Note: Your Collavate administrator must enable the deadline feature in order for normal users to set deadlines. For more information, refer to Administrator settings for approval process. |
Set a global deadline for all reviewers
Go to the process that you would like to set a deadline for.
Click Setup next to No deadline for this process.
Select a date from the calendar, then set a time.
Select how to handle the process when missing a deadline.
Check on Schedule Reminder if you want to set a reminder for reviewers.
Click Save.
Note: If you turn on the Schedule Reminder, reviewers will get an email notification before the deadline.
Set an individual deadline for each reviewer
In order to set individual deadlines, you have to first set a global deadline. After setting a global deadline, you can set a deadline for each reviewer.
Go to the process you wish to set a deadline for.
Set a Global deadline.
In the reviewers list, Click Setup next to the deadline.
Select a date from the calendar, then set a time.
Select how to handle the process in case of a missed deadline.
Check on Schedule Reminder if you want to set a reminder for reviewers.
Click Save.