Adding Custom Deadlines to a Transaction

Be sure to scroll down and watch the video!

You can create your own/personal set of Custom Deadline(s) to help you manage special tasks for your transactions.  You can create a master list of up to 44 custom deadlines and in this video, we will show you how to pull only what you need into each transaction.

Review this video link on how to Create Custom Deadlines under Utilities to help you create your master list.

This feature allows you to create your own Custom Deadline(s) for each particular transaction. Deadlines with an actual due date, will be automatically added to the eCalendar for that transaction and your eCalendar for All Transactions on your Main Dashboard.

Found on every Detailed Dashboard within a particular transaction, click on Custom Deadlines. A new window will open, and you will be able to click on the orange link Add My Custom Deadlines.  When you click on this link you can select specific custom deadlines or Select All to add custom deadlines to your transaction.

Any boxes you have checked in the Custom Deadlines Master Settings under Utilities - Personal Settings requesting reminders and notifications will transfer to this detailed transaction. These settings include whether you want a custom deadline to appear on the eCalendar emailed to participants, if you wish an email reminder prior to the deadline and an email reminder on the due date. You may further adjust these settings within this transaction.

Don`t forget to scroll down and click the SAVE button.

You can also add a note for a particular custom deadline by clicking on the icon of the white piece of paper with the yellow pencil located in the # column to the left of the custom Deadline Name.

You can add a new custom deadline just for this transaction by clicking on the orange link in the upper left Create New Custom Deadline. Type the custom deadline name and click save. Indicate if you would like to receive an email notification, etc.

Remember:  that this new Custom Deadline is for this particular transaction only.

You can have up to 44 custom deadlines. For each Custom Deadline, you will need to select the deadline date from the calendar icon, and you will need to check the box under Status when it is "Done".

Finally, you can add general notes regarding your Custom Deadlines in the Notes section at the bottom of the list of Custom Deadlines in a Detailed Transaction. Don`t forget to click on the SAVE button.

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