| 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 #
1. Go to the process that you would like to set a deadline for.
2. Click Setup next to No deadline for this process.
3. Select a date from the calendar, then set a time.
4. Select how to handle the process when missing a deadline.
5. Check on Schedule Reminder if you want to set a reminder for reviewers.
6. 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.
1. Go to the process you wish to set a deadline for.
2. Set a Global deadline.
3. In the reviewers list, Click Setup next to the deadline.
4. Select a date from the calendar, then set a time.
5. Select how to handle the process in case of a missed deadline.
6. Check on Schedule Reminder if you want to set a reminder for reviewers.
7. Click Save.