Plan Availability | All plan types |
Permissions | Workspace Admins, Solution Creators and Solution Managers: Can create, modify, delete, and manage Due Date fields in their solutions. |
Related Reading |
The Due Date field is designed to help you manage deadlines effectively. It tracks the time until work is due, how overdue it is, and when tasks are completed. It must be linked to a Status field in a table to function properly.
Key Features of Due Date Fields
Tracks days until due, overdue periods, and completion timelines.
Functions like a Date Range field, with Start and End Dates.
Displays status as a single value or separates Start and End Dates like individual fields.
Adding a Due Date Field
From Grid View
Open the table in Grid View.
Click on
Add Field
(+ sign) and selectDue Date
.Link it to an existing Status field (required).
From Record View
Connecting Status Fields
Every Due Date must be linked to a Status field. Ensure that a Status field exists before creating the Due Date field.
If no Status field is available, SmartSuite will prompt you with an error message to create one.
Customizing the Due Date Field
The Due Date field offers several configurable options:
1. Name
2. Display Format
Choose how dates are displayed:
Format | Example |
Compact | 01/16/2025 |
Standard | Jan 16, 2025 |
Long | Thu, Jan 16, 2025, 9:00 AM |
Notes:
Time values are optional.
Formats vary by locale.
3. Linked Status Field
Connects to a Status field to track task completion.
Displays completion status (e.g., "Done," "Closed") with color coding.
4. Require an Entry
Ensures users provide a due date before saving records.
Working with Due Dates
Using Start and End Dates
Each Due Date field includes both Start and End Dates.
Simplifies workflows and project plans by reducing the need for additional fields.
Adding Time to Dates
Single-Value Due Dates
If only an End Date is needed, leave the Start Date blank.
Inline edits populate the End Date by default.
Due Dates and Completion Status
Status Indicators
The Due Date field tracks completion based on linked Status fields:
Status | Indicator |
Far ahead | Smiley face |
Approaching | Orange counter showing days left |
Overdue | Red counter showing days overdue |
Completed on time | Green checkmark
|
Completed late | Green checkmark with a red dot |
Multiple Complete Status Values
Displaying Start and End Dates
Add the field to views to display Start and End Dates separately or as a combined "rollup."
To display Start and End Dates:
Due Dates and My Work
When a Due Date field is linked to a Status field that is also linked to an Assigned To field, the record will be displayed as a task in My Work.
When connected in this way, the Due Date will be used to place My Work tasks into a list of open assignments, which are grouped by their Due Date. When you change the Due Date in My Work, it will automatically update its value in the record.
Using Due Dates in Views
Filters and Spotlights
Use criteria like "Is overdue" or "Is not overdue" for filtering.
Highlight overdue tasks for quick identification.
Calendar and Timeline Views
Drag and resize tasks to adjust due dates visually.
Checklist Field
Due Dates can also be assigned in the Checklist field
Assign Due Dates to individual checklist items.
Practical Scenarios and Use Cases
Departmental Collaboration
Scenario: The Marketing team manages campaign deadlines.
Solution: Use Due Dates linked to a "Campaign Status" field to monitor task progress.
Project-Specific Deadlines
Scenario: A product launch requires precise task tracking.
Solution: Add Due Dates to tasks and link them to "Launch Progress" statuses.
Workflow Optimization
Scenario: A construction project needs Start and End Dates for each phase.
Solution: Configure Due Date fields to track timelines and completion states.