How to set a deadline for a task

Before we get started 

Take note 

• You can only set a deadline for a task if you are an "owner" or "admin" of the organization. 
• You can only set a deadline for a task via the web portal. 
• Deadlines will come into effect once a task has been created. This can be at the start of a workflow or at a certain stage in the process. 

Set a deadline for a task.

Step 1: Sign in to the Capptions Direct web portal

Sign in to your Capptions Direct account using the link

Step 2: Select an organization 

Click on the drop-down arrow in the top left-hand corner and select the organization.

Step 3: Click on Templates 

Step 4: Click on workflows 

Step 5: Build a workflow or edit an existing one 

Step 6: Set up a deadline 

In the Fill a Form node, click on the Set Deadline button.

6.1 Select a time duration by selecting an hour, day, week, or month. Input a numeric figure to determine the period.  

6.2. Check the box 'Do not allow users to complete this task once the deadline has been reached' to prevent the task from being completed after the set deadline. Click save. 

Step 7:  Publish your workflow and assign it to your team 

Once you've built your workflow to completion. Click Publish on the top right corner of the workflow builder and assign the workflow to the team(s) that will have access to the workflow. To learn how to assign a workflow, view this article.