Auto-Due Date FAQ

What is the auto-due date feature?

The Auto-Due Date feature allows due dates to be automatically applied to Agency Steps in a workflow. Instead of manually assigning due dates for each submission, the system can set them automatically when a submission moves into a workflow status that contains those steps.

This is especially useful for steps that consistently have deadlines—such as inspections, reviews, or other time-sensitive tasks—ensuring due dates are applied consistently and without manual effort.
 

How does the auto-due date feature work?

When configuring a workflow in the Workflow Builder, platform users can set an automatic due date for any Agency Step.

• Due date period – Specify a time frame (e.g., 2 weeks, 30 days, 3 months).
• Weekend settings – Choose whether weekends should be included in the calculation.

Once configured:

• When a submission transitions into the status containing that step, the due date is automatically calculated based on the settings.
• Due dates are then available for use with campaigns and notifications, helping staff receive timely reminders.

Applicant Steps are not eligible for auto-due dates, as they typically don’t have agency-driven deadlines.
 

Why did we create this feature?

Customers requested a way to cut down on repetitive, manual due date entry—especially for high-volume processes like inspections and reviews.
The Auto-Due Date feature was created to:

• Save time by removing the need to manually set due dates on each submission.
• Increase consistency so due dates are applied uniformly across all applicable steps.
• Improve accountability by enabling automated reminders and notifications tied to due dates.
   

How do I get access to this feature?

The Auto-Due Date feature is part of the enhanced Workflow Builder functionality in Clariti Launch for agency steps.
 

Will access to the auto-due date feature cost anything extra?

No, access to the auto-due date feature included with your current subscription. This tool is designed to support both new and existing customers without incurring any additional costs.