Step start and deadline
You can set the time for the step to start on, after, or before as certain date. For example you might want to automatically send a follow up email to a customer after 5 days. In the same way, you can define the step's deadline.
You can schedule a step in relation to certain events in a workflow. You can schedule the following:
- Instance start time
- Other step start/completion times
- Date input from a previous step
Schedule start and deadline
To schedule the step's start and deadline dates:
- Click Workflows.
- Click the workflow you want to update.
- Click the step you want to update.
- To define the start dates, click Schedule start. To work with the deadlines, click Add deadline.
![](https://files.readme.io/b10cb61-start_deadline.png)
- Define the conditions for the start and/or deadline.
![](https://files.readme.io/40dc41e-instance_deadline.png)
- If you're setting a deadline, you can define if and to who to send the reminders. To do that, enter the details in the Send a reminder to section.
![](https://files.readme.io/35146be-step_reminder.png)
You can send reminders to multiple users or teams, and also set multiple reminders which β if a step is not completed on time β can trigger an escalation automatically.
Tip: You can also enter an email and send a reminder to an external party.
Step deadline information is displayed on your Next Matter dashboard. You will also be receiving email notifications about it.
![](https://files.readme.io/28236d0-inbox_user.png)
If a step is overdue, you can see it in the Attention needed tab of your inbox.
![](https://files.readme.io/e60ff37-attention_needed.png)
Updated 8 months ago