Knowledge Base / FAQ’s  – Deadlines

What is a Deadline?

A deadline is a time limit by which a project task must be completed. Deadlines are often used in projects, as it is important to have a clear timeline.

How to install the Deadlines extension?

Have your Account Owner take the following steps to install the extension:

1. Navigate to Settings
2. Add / Remove Extensions
3. Locate Deadlines extension
4. Install
5. Try Free

Now you should have active the deadlines extension on the booking modal.

How can I add a deadline to a booking?

You will be able to add a deadline for a booking via classic /modern menu and from the Schedule Resource modal page.

Classic/ modern menu

1. Click on the booking you want to add the deadline to.
2. Then click on the three dots that show on the left side of the booking.
3. On the booking menu that opened up, click on more (upper right corner).
4. Click on Add deadline is available
5. On clicking on add deadline option, create a deadline menu appears. Assign a name to the deadline and the date.
6. Click Add deadline.

Booking modal

You can also add a deadline from the booking modal while creating / updating the booking.

1. Click on the booking you want to add the deadline to.
2. Double click the booking. This will open up the booking modal, and you will be able to see the option to add a deadline.
3. Click on Add Deadline:
4. Fill in the deadline title and the deadline date fields. By default the end date of a booking would be the deadline date.

Where can I edit a booking deadline?

If a booking already has a deadline associated, then you can edit it. You can also edit the deadline through three paths:

From the deadline

1. Do a right click on the deadline you want to edit.
2. The edit deadline menu will appear
3. Edit the details as you need and then click update

Classic/ modern menu

1. Click on the booking you want to add the deadline to.
2. Then click on the three dots that show on the left side of the booking.
3. On the booking menu that opened up, click on more (upper right corner).
4. Where you would see the Add deadline option, you will now see the option Edit deadline. Click on it.
5. Edit the details of the deadline and update.

Booking modal

You can also edit a deadline from the booking modal while updating the booking.

1. Click on the booking you want to add the deadline to.
2. Double click the booking. This will open up the booking modal, and you will be able to see the option to add a deadline under the Start and End date.
3. Simply click into the Deadline title / deadline date fields to edit. By default the end date of a booking would be the deadline date.

How can I identify if a booking has a deadline assigned?

There are two ways of easily identifying if a booking has a Deadline.

1. A little clock icon appears on the booking, representing that the booking has a deadline associated.
2. You will also see a diamond icon which represents the deadline date.

Can each user customize how deadlines are displayed?

Yes! You can customize the visual settings based on your personal preferences.

1. Go to Scheduler
2. Click on Personal preferences(upper right corner). This will open your personal preferences menu.
3. Scroll down to the Deadline section.

Line Style

• Line – deadline and booking should be linked with a straight line
• Dashed – deadline and booking should be linked with the dashed line
• Dotted – deadline and booking should be linked with the dotted line

Color

• Select which color you want the deadline icon to be displayed in.

Position

• Show line above bookings : Link between booking and deadline appear should be appear  above the booking when any booking  is present between booking and deadline
• Show line below bookings :  Link between booking and deadline should be appear below the booking when any booking  is present between booking and deadline

Show / hide deadlines –

• Show deadlines – All the Deadlines should be appear on the scheduler
• Hide deadlines – All the Deadlines should not be  appear on the scheduler
• Show deadlines on clicking of booking – Deadlines would not appear on the booking it will appear when the booking is selected/ clicked.

Show / hide deadline tooltip –

• Hide – Tooltip above the deadline should be hide
• Show Date- Date of deadline should be appear above the deadline
• Show deadline name- Deadline name should be appear above the deadline

Can I limit my team from moving a booking after a deadline date?

Yes, this is an important setting that will determine how resources interact and use deadlined, and would need to be determined on the organizational level.  There are 3 options:

• “Allow” – Allow to move booking after deadline.
• “Display warning” – If a user tries to move booking after the deadline, they will see a  warning  allowing them to accept or reject it.
• “Disabled” – The user will not be allowed to move booking after the deadline and if they try the booking will be returned to its original state.

To access:

1. Go to Settings
2. Scroll to Custom Settings >> Customization
3. You will notice a new section on the customization page: Deadline.
4. Select which behavior best suits your needs when a resource is moving a booking after the deadline date:

Can I limit my team from moving a booking with a deadline assigned?

Yes, this is an important setting that will determine how resources interact and use deadlined, and would need to be determined on the organizational level.

There are 3 options:

• “Allow” – Allow to move booking after deadline.
• “Display warning” – If a user tries to move booking after the deadline, they will see a  warning  allowing them to accept or reject it.
• “Disabled” – The user will not be allowed to move booking after the deadline and if they try the booking will be returned to its original state.

To access:

1. Go to Settings
2. Scroll to Custom Settings >> Customization
3. You will notice a new section on the customization page, Deadline move.
4. Select which behavior best suits your needs when a resource is moving a booking that has a deadline assigned.

How can I create a report based on deadlines?

Yes. We have two columns supported in reports.

• Deadline title
• Deadline date

It says I’m missing the extension?

This means that the Deadlines extension is not installed. Have your Account Owner take the following steps to install the premium extension:

1. Navigate to Settings
2. Add / Remove Extensions
3. Locate Deadlines
4. Install
5. Try Free

Now you should be able to set deadlines on your bookings.